KFS
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KMS Financial Services’s KeyCorp KEY Stock Holding History

KMS Financial Services’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
Q3 		$354K Buy
26,550
+4,003
+18% +$54.8K 0.05% 338
2014
Q2 		$323K Buy
22,547
+1,959
+10% +$27.1K 0.05% 364
2014
Q1 		$293K Buy
20,588
+1,003
+5% +$13.4K 0.05% 384
2013
Q4 		$263K Sell
19,585
-5,598
-22% -$70.8K 0.04% 401
2013
Q3 		$287K Buy
25,183
+6,003
+31% +$71.7K 0.07% 296
2013
Q2 		$213K Buy
+19,180
New +$197K 0.06% 327

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KMS Financial Services's KEY Position: Q3 2014 in Review

KMS Financial Services increased its KeyCorp (KEY) stake by 18% in Q3 2014, buying an estimated $54.8K and bringing the position to 26,550 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #338.

KMS Financial Services first reported a position in KEY in Q2 2013 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold KEY as of Q3 2014.

  • KMS Financial Services held 26,550 shares of KeyCorp worth $354K as of Q3 2014.
  • KMS Financial Services bought 4,003 KeyCorp shares in Q3 2014, an estimated $54.8K.
  • KeyCorp made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #338 holding.
  • KMS Financial Services first reported a position in KeyCorp in Q2 2013 and has held it in 6 quarters since.
  • 536 funds tracked by Wall St. Rank held KeyCorp as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.