CWP
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Capital Wealth Planning’s KeyCorp KEY Stock Holding History

Capital Wealth Planning’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
2013
Q4 		– Sell
-30,910
Closed -$352K – 101
2013
Q3 		$352K Buy
+30,910
New +$369K 0.16% 92

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Wealth Planning's KEY Position: Q4 2013 in Review

Capital Wealth Planning sold out of KeyCorp (KEY) in Q4 2013, closing a stake of 30,910 shares — an estimated $352K sold.

Capital Wealth Planning first reported a position in KEY in Q3 2013 and held it in 1 quarter. The position peaked at $352K in Q3 2013. 527 funds tracked by Wall St. Rank hold KEY as of Q4 2013.

  • Capital Wealth Planning reported no remaining KeyCorp position as of Q4 2013 after selling out during the quarter.
  • Capital Wealth Planning sold 30,910 KeyCorp shares in Q4 2013, an estimated $352K.
  • Capital Wealth Planning first reported a position in KeyCorp in Q3 2013 and held it in 1 quarter.
  • Capital Wealth Planning's KeyCorp position peaked at $352K in Q3 2013.
  • 527 funds tracked by Wall St. Rank held KeyCorp as of Q4 2013.

Based on Capital Wealth Planning's 13F filing for Q4 2013, filed 10 Feb 2014.