Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JIC
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close