CapWealth Advisors’s KeyCorp KEY Stock Holding History

CapWealth Advisors’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
2014 Q2	–	Sell	-737	Closed	-$10K	–	376
2014 Q1	$10K	Buy	+737	New	+$9.87K	﹤0.01%	253

Other funds holding KEY

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

CapWealth Advisors's KEY Position: Q2 2014 in Review

CapWealth Advisors sold out of KeyCorp (KEY) in Q2 2014, closing a stake of 737 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in KEY in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 536 funds tracked by Wall St. Rank hold KEY as of Q2 2014.

CapWealth Advisors reported no remaining KeyCorp position as of Q2 2014 after selling out during the quarter.
CapWealth Advisors sold 737 KeyCorp shares in Q2 2014, an estimated $10K.
CapWealth Advisors first reported a position in KeyCorp in Q1 2014 and held it in 1 quarter.
CapWealth Advisors's KeyCorp position peaked at $10K in Q1 2014.
536 funds tracked by Wall St. Rank held KeyCorp as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.