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LBMC Investment Advisors’s KeyCorp KEY Stock Holding History

LBMC Investment Advisors’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
Q4 		– Sell
-13,648
Closed -$182K – 61
2014
Q3 		$182K Buy
+13,648
New +$187K 0.04% 54
2014
Q1 		– Sell
-13,835
Closed -$186K – 49
2013
Q4 		$186K Hold
13,835
– – 0.05% 50
2013
Q3 		$158K Hold
13,835
– – 0.05% 48
2013
Q2 		$153K Buy
+13,835
New +$142K 0.05% 47

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LBMC Investment Advisors's KEY Position: Q4 2014 in Review

LBMC Investment Advisors sold out of KeyCorp (KEY) in Q4 2014, closing a stake of 13,648 shares — an estimated $182K sold.

LBMC Investment Advisors first reported a position in KEY in Q2 2013 and held it in 4 quarters. The position peaked at $186K in Q4 2013. 524 funds tracked by Wall St. Rank hold KEY as of Q4 2014.

  • LBMC Investment Advisors reported no remaining KeyCorp position as of Q4 2014 after selling out during the quarter.
  • LBMC Investment Advisors sold 13,648 KeyCorp shares in Q4 2014, an estimated $182K.
  • LBMC Investment Advisors first reported a position in KeyCorp in Q2 2013 and held it in 4 quarters.
  • LBMC Investment Advisors's KeyCorp position peaked at $186K in Q4 2013.
  • 524 funds tracked by Wall St. Rank held KeyCorp as of Q4 2014.

Based on LBMC Investment Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.