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Crestwood Advisors Group’s KeyCorp KEY Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-4,000
Closed -$74K – 306
2017
Q1 		$74K Buy
+4,000
New +$73.2K 0.01% 215
2015
Q2 		– Sell
-12,000
Closed -$170K – 159
2015
Q1 		$170K Buy
+12,000
New +$165K 0.02% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crestwood Advisors Group's KEY Position: Q2 2017 in Review

Crestwood Advisors Group sold out of KeyCorp (KEY) in Q2 2017, closing a stake of 4,000 shares — an estimated $74K sold.

Crestwood Advisors Group first reported a position in KEY in Q1 2015 and held it in 2 quarters. The position peaked at $170K in Q1 2015. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

  • Crestwood Advisors Group reported no remaining KeyCorp position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,000 KeyCorp shares in Q2 2017, an estimated $74K.
  • Crestwood Advisors Group first reported a position in KeyCorp in Q1 2015 and held it in 2 quarters.
  • Crestwood Advisors Group's KeyCorp position peaked at $170K in Q1 2015.
  • 665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.