YIA
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YHB Investment Advisors’s KeyCorp KEY Stock Holding History

YHB 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
2017
Q2 		– Sell
-26,480
Closed -$483K – 184
2017
Q1 		$483K Buy
26,480
+475
+2% +$8.69K 0.09% 125
2016
Q4 		$475K Sell
26,005
-340
-1% -$5.36K 0.1% 123
2016
Q3 		$321K Buy
+26,345
New +$315K 0.08% 139

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YHB Investment Advisors's KEY Position: Q2 2017 in Review

YHB Investment Advisors sold out of KeyCorp (KEY) in Q2 2017, closing a stake of 26,480 shares — an estimated $483K sold.

YHB Investment Advisors first reported a position in KEY in Q3 2016 and held it in 3 quarters. The position peaked at $483K in Q1 2017. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

  • YHB Investment Advisors reported no remaining KeyCorp position as of Q2 2017 after selling out during the quarter.
  • YHB Investment Advisors sold 26,480 KeyCorp shares in Q2 2017, an estimated $483K.
  • YHB Investment Advisors first reported a position in KeyCorp in Q3 2016 and held it in 3 quarters.
  • YHB Investment Advisors's KeyCorp position peaked at $483K in Q1 2017.
  • 665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on YHB Investment Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.