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Genesis Wealth Advisors’s KeyCorp KEY Stock Holding History

Genesis Wealth 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
2015
Q2 		$11.4K Hold
760
– – 0.01% 337
2015
Q1 		$10.8K Hold
760
– – 0.01% 341
2014
Q4 		$10.8K Buy
+760
New +$10.1K 0.01% 370

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Genesis Wealth Advisors's KEY Position: Q2 2015 in Review

Genesis Wealth Advisors held its KeyCorp (KEY) position steady in Q2 2015 at 760 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #337.

Genesis Wealth Advisors first reported a position in KEY in Q4 2014 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold KEY as of Q2 2015.

  • Genesis Wealth Advisors held 760 shares of KeyCorp worth $11.4K as of Q2 2015.
  • Genesis Wealth Advisors left its KeyCorp share count unchanged in Q2 2015.
  • KeyCorp made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #337 holding.
  • Genesis Wealth Advisors first reported a position in KeyCorp in Q4 2014 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held KeyCorp as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.