EWM
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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
2014
Q2 		– Sell
-67
Closed -$5K – 471
2014
Q1 		$5K Hold
67
– – ﹤0.01% 277
2013
Q4 		$4K Hold
67
– – ﹤0.01% 521
2013
Q3 		$1K Hold
67
– – ﹤0.01% 405
2013
Q2 		$2K Buy
+67
New +$689 ﹤0.01% 279

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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
BIT
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
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

Elite Wealth Management's KEY Position: Q3 2016 in Review

Elite Wealth Management opened a new position in KeyCorp (KEY) in Q3 2016: 233 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in KEY as recently as Q2 2015.

Elite Wealth Management first reported a position in KEY in Q2 2013 and has held it in 10 quarters since. The position peaked at $202K in Q2 2015. 620 funds tracked by Wall St. Rank hold KEY as of Q3 2016.

  • Elite Wealth Management held 233 shares of KeyCorp worth $3K as of Q3 2016.
  • KeyCorp was a new Elite Wealth Management position in Q3 2016.
  • KeyCorp made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #187 holding.
  • Elite Wealth Management first reported a position in KeyCorp in Q2 2013 and has held it in 10 quarters since.
  • Elite Wealth Management's KeyCorp position peaked at $202K in Q2 2015.
  • 620 funds tracked by Wall St. Rank held KeyCorp as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.