Acorn Wealth Advisors’s KeyCorp KEY Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-438	Closed	-$9K	–	671
2018 Q1	$9K	Hold	438	–	–	0.01%	525
2017 Q4	$9K	Buy	+438	New	+$8.26K	0.01%	513

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Acorn Wealth Advisors's KEY Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of KeyCorp (KEY) in Q2 2018, closing a stake of 438 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in KEY in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 736 funds tracked by Wall St. Rank hold KEY as of Q2 2018.

Acorn Wealth Advisors reported no remaining KeyCorp position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 438 KeyCorp shares in Q2 2018, an estimated $9K.
Acorn Wealth Advisors first reported a position in KeyCorp in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's KeyCorp position peaked at $9K in Q1 2018.
736 funds tracked by Wall St. Rank held KeyCorp as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.