Caldwell & Orkin’s KeyCorp KEY Stock Holding History

Caldwell & Orkin’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 Q3	–	Sell	-85,700	Closed	-$1.61M	–	66
2017 Q2	$1.61M	Buy	+85,700	New	+$1.55M	1.99%	20
2017 Q1	–	Sell	-48,200	Closed	-$881K	–	94
2016 Q4	$881K	Buy	+48,200	New	+$760K	0.56%	62

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell & Orkin's KEY Position: Q3 2017 in Review

Caldwell & Orkin sold out of KeyCorp (KEY) in Q3 2017, closing a stake of 85,700 shares — an estimated $1.61M sold.

Caldwell & Orkin first reported a position in KEY in Q4 2016 and held it in 2 quarters. The position peaked at $1.61M in Q2 2017. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2017.

Caldwell & Orkin reported no remaining KeyCorp position as of Q3 2017 after selling out during the quarter.
Caldwell & Orkin sold 85,700 KeyCorp shares in Q3 2017, an estimated $1.61M.
Caldwell & Orkin first reported a position in KeyCorp in Q4 2016 and held it in 2 quarters.
Caldwell & Orkin's KeyCorp position peaked at $1.61M in Q2 2017.
673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.