Elite Wealth Management’s KeyCorp KEY Stock Holding History

Elite Wealth Management’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
2016 Q3	$3K	Buy	+233	New	+$2.79K	0.01%	187
2015 Q3	–	Sell	-13,470	Closed	-$202K	–	65
2015 Q2	$202K	Hold	13,470	–	–	0.21%	56
2015 Q1	$190K	Hold	13,470	–	–	0.17%	58
2014 Q4	$187K	Hold	13,470	–	–	0.18%	55
2014 Q3	$180K	Hold	13,470	–	–	0.17%	72
2014 Q2	$193K	Hold	13,470	–	–	0.19%	63
2014 Q1	$192K	Sell	13,470 -1	-0%	-$13	0.16%	68
2013 Q4	$181K	Sell	13,471 -199	-1%	-$2.52K	0.13%	80
2013 Q3	$156K	Buy	13,670 +200	+1%	+$2.39K	0.14%	87
2013 Q2	$149K	Buy	+13,470	New	+$138K	0.22%	52

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

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

LSV Asset Management

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