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Sheets Smith Wealth Management’s KeyCorp KEY Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-22,778
Closed -$427K – 308
2017
Q2 		$427K Buy
+22,778
New +$412K 0.11% 187

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheets Smith Wealth Management's KEY Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of KeyCorp (KEY) in Q3 2017, closing a stake of 22,778 shares — an estimated $427K sold.

Sheets Smith Wealth Management first reported a position in KEY in Q2 2017 and held it in 1 quarter. The position peaked at $427K in Q2 2017. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining KeyCorp position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 22,778 KeyCorp shares in Q3 2017, an estimated $427K.
  • Sheets Smith Wealth Management first reported a position in KeyCorp in Q2 2017 and held it in 1 quarter.
  • Sheets Smith Wealth Management's KeyCorp position peaked at $427K in Q2 2017.
  • 673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.