Hirtle Callaghan & Co’s KeyCorp KEY Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-3,106	Closed	-$43K	–	200
2014 Q4	$43K	Buy	3,106 +210	+7%	+$2.79K	0.01%	312
2014 Q3	$39K	Buy	2,896 +210	+8%	+$2.87K	0.01%	333
2014 Q2	$38K	Buy	2,686 +210	+8%	+$2.9K	0.01%	390
2014 Q1	$35K	Buy	2,476 +210	+9%	+$2.81K	0.01%	393
2013 Q4	$30K	Buy	2,266 +206	+10%	+$2.61K	﹤0.01%	384
2013 Q3	$23K	Buy	+2,060	New	+$24.6K	﹤0.01%	421

Other funds holding KEY

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

BFA

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hirtle Callaghan & Co's KEY Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of KeyCorp (KEY) in Q1 2015, closing a stake of 3,106 shares — an estimated $43K sold.

Hirtle Callaghan & Co first reported a position in KEY in Q3 2013 and held it in 6 quarters. The position peaked at $43K in Q4 2014. 538 funds tracked by Wall St. Rank hold KEY as of Q1 2015.

Hirtle Callaghan & Co reported no remaining KeyCorp position as of Q1 2015 after selling out during the quarter.
Hirtle Callaghan & Co sold 3,106 KeyCorp shares in Q1 2015, an estimated $43K.
Hirtle Callaghan & Co first reported a position in KeyCorp in Q3 2013 and held it in 6 quarters.
Hirtle Callaghan & Co's KeyCorp position peaked at $43K in Q4 2014.
538 funds tracked by Wall St. Rank held KeyCorp as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.