Independent Portfolio Consultants’s KeyCorp KEY Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$456K	Sell	24,349 -4,366	-15%	-$79K	0.19%	181
2017 Q1	$511K	Sell	28,715 -4,355	-13%	-$79.7K	0.18%	206
2016 Q4	$604K	Sell	33,070 -2,545	-7%	-$40.1K	0.2%	190
2016 Q3	$433K	Buy	+35,615	New	+$426K	0.14%	245
2015 Q3	–	Sell	-2,975	Closed	-$45K	–	835
2015 Q2	$45K	Buy	2,975 +2,878	+2,967%	+$42.4K	0.01%	635
2015 Q1	$1K	Buy	+97	New	+$1.33K	﹤0.01%	938
2014 Q3	–	Sell	-1,848	Closed	-$26K	–	900
2014 Q2	$26K	Buy	+1,848	New	+$25.5K	0.01%	740

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Independent Portfolio Consultants's KEY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its KeyCorp (KEY) stake by 15% in Q2 2017, selling an estimated $79K and leaving 24,349 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #181.

Independent Portfolio Consultants first reported a position in KEY in Q2 2014 and has held it in 7 quarters since. The position peaked at $604K in Q4 2016. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

Independent Portfolio Consultants held 24,349 shares of KeyCorp worth $456K as of Q2 2017.
Independent Portfolio Consultants sold 4,366 KeyCorp shares in Q2 2017, an estimated $79K.
KeyCorp made up 0.19% of Independent Portfolio Consultants's portfolio in Q2 2017, its #181 holding.
Independent Portfolio Consultants first reported a position in KeyCorp in Q2 2014 and has held it in 7 quarters since.
Independent Portfolio Consultants's KeyCorp position peaked at $604K in Q4 2016.
665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.