MLL
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Moody Lynn & Lieberson’s KeyCorp KEY Stock Holding History

Moody Lynn & Lieberson’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
2015
Q3 		– Sell
-438,495
Closed -$6.59M – 180
2015
Q2 		$6.59M Buy
438,495
+417,774
+2,016% +$6.16M 1.05% 36
2015
Q1 		$293K Buy
20,721
+359
+2% +$4.93K 0.05% 160
2014
Q4 		$283K Sell
20,362
-949
-4% -$12.6K 0.04% 170
2014
Q3 		$284K Hold
21,311
– – 0.04% 158
2014
Q2 		$305K Sell
21,311
-627
-3% -$8.66K 0.04% 157
2014
Q1 		$312K Buy
21,938
+9,785
+81% +$131K 0.05% 155
2013
Q4 		$163K Buy
12,153
+1,560
+15% +$19.7K 0.02% 191
2013
Q3 		$121K Buy
+10,593
New +$127K 0.02% 176

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return