BHWM
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Bar Harbor Wealth Management’s KeyCorp KEY Stock Holding History

Bar Harbor Wealth Management’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
2017
Q2 		– Sell
-10,641
Closed -$190K – 320
2017
Q1 		$190K Sell
10,641
-8,125
-43% -$149K 0.02% 319
2016
Q4 		$343K Buy
18,766
+200
+1% +$3.15K 0.04% 261
2016
Q3 		$226K Buy
+18,566
New +$222K 0.03% 318

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bar Harbor Wealth Management's KEY Position: Q2 2017 in Review

Bar Harbor Wealth Management sold out of KeyCorp (KEY) in Q2 2017, closing a stake of 10,641 shares — an estimated $190K sold.

Bar Harbor Wealth Management first reported a position in KEY in Q3 2016 and held it in 3 quarters. The position peaked at $343K in Q4 2016. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

  • Bar Harbor Wealth Management reported no remaining KeyCorp position as of Q2 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 10,641 KeyCorp shares in Q2 2017, an estimated $190K.
  • Bar Harbor Wealth Management first reported a position in KeyCorp in Q3 2016 and held it in 3 quarters.
  • Bar Harbor Wealth Management's KeyCorp position peaked at $343K in Q4 2016.
  • 665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2017, filed 10 Jul 2017.