Advisor Group’s KeyCorp KEY Stock Holding History

Advisor Group’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
2019 Q4	$4.6M	Buy	227,342 +6,450	+3%	+$122K	0.03%	446
2019 Q3	$3.94M	Buy	220,892 +4,563	+2%	+$78.9K	0.03%	492
2019 Q2	$3.84M	Buy	216,329 +10,374	+5%	+$175K	0.03%	493
2019 Q1	$3.24M	Buy	205,955 +42,589	+26%	+$710K	0.03%	514
2018 Q4	$2.41M	Buy	163,366 +24,286	+17%	+$427K	0.02%	561
2018 Q3	$2.77M	Buy	139,080 +47,736	+52%	+$991K	0.03%	530
2018 Q2	$1.78M	Buy	91,344 +4,449	+5%	+$88.8K	0.02%	592
2018 Q1	$1.7M	Buy	86,895 +41,012	+89%	+$860K	0.02%	625
2017 Q4	$927K	Sell	45,883 -5,067	-10%	-$95.6K	0.01%	933
2017 Q3	$960K	Buy	50,950 +11,491	+29%	+$208K	0.02%	820
2017 Q2	$739K	Buy	39,459 +6,299	+19%	+$114K	0.01%	914
2017 Q1	$589K	Buy	33,160 +5,761	+21%	+$105K	0.01%	979
2016 Q4	$500K	Buy	27,399 +6,330	+30%	+$99.8K	0.01%	1025
2016 Q3	$256K	Buy	21,069 +7,462	+55%	+$89.3K	0.01%	1362
2016 Q2	$149K	Buy	+13,607	New	+$162K	﹤0.01%	1664

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's KEY Position: Q4 2019 in Review

Advisor Group increased its KeyCorp (KEY) stake by 2.9% in Q4 2019, buying an estimated $122K and bringing the position to 227,342 shares worth $4.6M. The position accounts for 0.03% of the portfolio, ranked #446.

Advisor Group first reported a position in KEY in Q2 2016 and has held it in 15 quarters since. 794 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

Advisor Group held 227,342 shares of KeyCorp worth $4.6M as of Q4 2019.
Advisor Group bought 6,450 KeyCorp shares in Q4 2019, an estimated $122K.
KeyCorp made up 0.03% of Advisor Group's portfolio in Q4 2019, its #446 holding.
Advisor Group first reported a position in KeyCorp in Q2 2016 and has held it in 15 quarters since.
794 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.