Gerstein Fisher’s KeyCorp KEY Stock Holding History

Gerstein Fisher’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	$289K	Buy	23,768 +9,183	+63%	+$110K	0.04%	335
2016 Q2	$161K	Buy	+14,585	New	+$174K	0.02%	391
2014 Q2	–	Sell	-10,376	Closed	-$148K	–	345
2014 Q1	$148K	Sell	10,376 -10,194	-50%	-$137K	0.03%	319
2013 Q4	$276K	Buy	+20,570	New	+$260K	0.01%	437

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Gerstein Fisher's KEY Position: Q3 2016 in Review

Gerstein Fisher increased its KeyCorp (KEY) stake by 63% in Q3 2016, buying an estimated $110K and bringing the position to 23,768 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #335.

Gerstein Fisher first reported a position in KEY in Q4 2013 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold KEY as of Q3 2016.

Gerstein Fisher held 23,768 shares of KeyCorp worth $289K as of Q3 2016.
Gerstein Fisher bought 9,183 KeyCorp shares in Q3 2016, an estimated $110K.
KeyCorp made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #335 holding.
Gerstein Fisher first reported a position in KeyCorp in Q4 2013 and has held it in 4 quarters since.
620 funds tracked by Wall St. Rank held KeyCorp as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.