ACI
KEY icon

Advance Capital I’s KeyCorp KEY Stock Holding History

Advance Capital I’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$219K Sell
18,000
-7,300
-29% -$87.4K 0.44% 90
2016
Q2 		$280K Buy
+25,300
New +$302K 0.3% 111
2015
Q2 		– Sell
-46,100
Closed -$653K – 232
2015
Q1 		$653K Buy
+46,100
New +$633K 0.4% 137

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advance Capital I's KEY Position: Q3 2016 in Review

Advance Capital I reduced its KeyCorp (KEY) stake by 29% in Q3 2016, selling an estimated $87.4K and leaving 18,000 shares worth $219K. The position accounts for 0.44% of the portfolio, ranked #90.

Advance Capital I first reported a position in KEY in Q1 2015 and has held it in 3 quarters since. The position peaked at $653K in Q1 2015. 620 funds tracked by Wall St. Rank hold KEY as of Q3 2016.

  • Advance Capital I held 18,000 shares of KeyCorp worth $219K as of Q3 2016.
  • Advance Capital I sold 7,300 KeyCorp shares in Q3 2016, an estimated $87.4K.
  • KeyCorp made up 0.44% of Advance Capital I's portfolio in Q3 2016, its #90 holding.
  • Advance Capital I first reported a position in KeyCorp in Q1 2015 and has held it in 3 quarters since.
  • Advance Capital I's KeyCorp position peaked at $653K in Q1 2015.
  • 620 funds tracked by Wall St. Rank held KeyCorp as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.