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Beach Investment Counsel’s KeyCorp KEY Stock Holding History

Beach Investment Counsel’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
2018
Q1 		– Sell
-12,871
Closed -$260K – 161
2017
Q4 		$260K Hold
12,871
– – 0.03% 150
2017
Q3 		$242K Hold
12,871
– – 0.03% 151
2017
Q2 		$241K Hold
12,871
– – 0.02% 149
2017
Q1 		$229K Sell
12,871
-2,270
-15% -$41.5K 0.02% 153
2016
Q4 		$277K Buy
15,141
+391
+3% +$6.17K 0.03% 142
2016
Q3 		$180K Sell
14,750
-12
-0.1% -$144 0.02% 162
2016
Q2 		$163K Buy
+14,762
New +$176K 0.02% 154

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beach Investment Counsel's KEY Position: Q1 2018 in Review

Beach Investment Counsel sold out of KeyCorp (KEY) in Q1 2018, closing a stake of 12,871 shares — an estimated $260K sold.

Beach Investment Counsel first reported a position in KEY in Q2 2016 and held it in 7 quarters. The position peaked at $277K in Q4 2016. 730 funds tracked by Wall St. Rank hold KEY as of Q1 2018.

  • Beach Investment Counsel reported no remaining KeyCorp position as of Q1 2018 after selling out during the quarter.
  • Beach Investment Counsel sold 12,871 KeyCorp shares in Q1 2018, an estimated $260K.
  • Beach Investment Counsel first reported a position in KeyCorp in Q2 2016 and held it in 7 quarters.
  • Beach Investment Counsel's KeyCorp position peaked at $277K in Q4 2016.
  • 730 funds tracked by Wall St. Rank held KeyCorp as of Q1 2018.

Based on Beach Investment Counsel's 13F filing for Q1 2018, filed 10 May 2018.