Gupta Wealth Management’s KeyCorp KEY Stock Holding History

Gupta 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 Q1	–	Sell	-730	Closed	-$10K	–	1215
2015 Q4	$10K	Buy	730 +663	+990%	+$8.69K	﹤0.01%	881
2015 Q3	$1K	Buy	+67	New	+$951	﹤0.01%	1203

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gupta Wealth Management's KEY Position: Q1 2016 in Review

Gupta Wealth Management sold out of KeyCorp (KEY) in Q1 2016, closing a stake of 730 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in KEY in Q3 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 572 funds tracked by Wall St. Rank hold KEY as of Q1 2016.

Gupta Wealth Management reported no remaining KeyCorp position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 730 KeyCorp shares in Q1 2016, an estimated $10K.
Gupta Wealth Management first reported a position in KeyCorp in Q3 2015 and held it in 2 quarters.
Gupta Wealth Management's KeyCorp position peaked at $10K in Q4 2015.
572 funds tracked by Wall St. Rank held KeyCorp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.