KFP
KEY icon

Keystone Financial Planning’s KeyCorp KEY Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-715
Closed -$10K – 70
2013
Q4 		$10K Buy
+715
New +$9.05K 0.01% 81

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Keystone Financial Planning's KEY Position: Q1 2014 in Review

Keystone Financial Planning sold out of KeyCorp (KEY) in Q1 2014, closing a stake of 715 shares — an estimated $10K sold.

Keystone Financial Planning first reported a position in KEY in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 520 funds tracked by Wall St. Rank hold KEY as of Q1 2014.

  • Keystone Financial Planning reported no remaining KeyCorp position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 715 KeyCorp shares in Q1 2014, an estimated $10K.
  • Keystone Financial Planning first reported a position in KeyCorp in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's KeyCorp position peaked at $10K in Q4 2013.
  • 520 funds tracked by Wall St. Rank held KeyCorp as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.