Joel Isaacson & Co’s KeyCorp KEY Stock Holding History

Joel Isaacson & 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
2017 Q1	–	Sell	-6,968	Closed	-$127K	–	360
2016 Q4	$127K	Hold	6,968	–	–	0.03%	202
2016 Q3	$85K	Hold	6,968	–	–	0.02%	254
2016 Q2	$77K	Hold	6,968	–	–	0.02%	264
2016 Q1	$77K	Sell	6,968 -1,980	-22%	-$22.1K	0.02%	277
2015 Q4	$118K	Hold	8,948	–	–	0.03%	206
2015 Q3	$116K	Buy	8,948 +1,980	+28%	+$28.1K	0.03%	206
2015 Q2	$105K	Hold	6,968	–	–	0.03%	247
2015 Q1	$99K	Hold	6,968	–	–	0.03%	260
2014 Q4	$97K	Hold	6,968	–	–	0.03%	234
2014 Q3	$93K	Hold	6,968	–	–	0.03%	216
2014 Q2	$100K	Hold	6,968	–	–	0.03%	204
2014 Q1	$99K	Buy	+6,968	New	+$93.3K	0.03%	201

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Joel Isaacson & Co's KEY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of KeyCorp (KEY) in Q1 2017, closing a stake of 6,968 shares — an estimated $127K sold.

Joel Isaacson & Co first reported a position in KEY in Q1 2014 and held it in 12 quarters. The position peaked at $127K in Q4 2016. 647 funds tracked by Wall St. Rank hold KEY as of Q1 2017.

Joel Isaacson & Co reported no remaining KeyCorp position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 6,968 KeyCorp shares in Q1 2017, an estimated $127K.
Joel Isaacson & Co first reported a position in KeyCorp in Q1 2014 and held it in 12 quarters.
Joel Isaacson & Co's KeyCorp position peaked at $127K in Q4 2016.
647 funds tracked by Wall St. Rank held KeyCorp as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.