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Clifford Swan Investment Counsel’s KeyCorp KEY Stock Holding History

Clifford Swan 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
2013
Q3 		– Sell
-15,850
Closed -$175K – 230
2013
Q2 		$175K Buy
+15,850
New +$163K 0.01% 217

Other funds holding KEY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clifford Swan Investment Counsel's KEY Position: Q3 2013 in Review

Clifford Swan Investment Counsel sold out of KeyCorp (KEY) in Q3 2013, closing a stake of 15,850 shares — an estimated $175K sold.

Clifford Swan Investment Counsel first reported a position in KEY in Q2 2013 and held it in 1 quarter. The position peaked at $175K in Q2 2013. 497 funds tracked by Wall St. Rank hold KEY as of Q3 2013.

  • Clifford Swan Investment Counsel reported no remaining KeyCorp position as of Q3 2013 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 15,850 KeyCorp shares in Q3 2013, an estimated $175K.
  • Clifford Swan Investment Counsel first reported a position in KeyCorp in Q2 2013 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's KeyCorp position peaked at $175K in Q2 2013.
  • 497 funds tracked by Wall St. Rank held KeyCorp as of Q3 2013.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2013, filed 24 Oct 2013.