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Kelman-Lazarov Inc’s KeyCorp KEY Stock Holding History

Kelman-Lazarov Inc’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
-1,000
Closed -$18.3K – 176
2016
Q4 		$18.3K Hold
1,000
– – 0.01% 225
2016
Q3 		$12.4K Hold
1,000
– – 0.01% 279
2016
Q2 		$11K Hold
1,000
– – 0.01% 277
2016
Q1 		$11K Buy
+1,000
New +$11.2K 0.01% 279

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Kelman-Lazarov Inc's KEY Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of KeyCorp (KEY) in Q1 2017, closing a stake of 1,000 shares — an estimated $18.3K sold.

Kelman-Lazarov Inc first reported a position in KEY in Q1 2016 and held it in 4 quarters. The position peaked at $18.3K in Q4 2016. 647 funds tracked by Wall St. Rank hold KEY as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining KeyCorp position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,000 KeyCorp shares in Q1 2017, an estimated $18.3K.
  • Kelman-Lazarov Inc first reported a position in KeyCorp in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's KeyCorp position peaked at $18.3K in Q4 2016.
  • 647 funds tracked by Wall St. Rank held KeyCorp as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.