Archford Capital Strategies’s KeyCorp KEY Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-270	Closed	-$5K	–	380
2019 Q2	$5K	Hold	270	–	–	﹤0.01%	459
2019 Q1	$4K	Hold	270	–	–	﹤0.01%	452
2018 Q4	$4K	Hold	270	–	–	﹤0.01%	419
2018 Q3	$5K	Hold	270	–	–	﹤0.01%	445
2018 Q2	$5K	Hold	270	–	–	﹤0.01%	474
2018 Q1	$5K	Buy	+270	New	+$5.66K	﹤0.01%	389
2017 Q2	–	Sell	-270	Closed	-$5K	–	414
2017 Q1	$5K	Hold	270	–	–	﹤0.01%	468
2016 Q4	$4K	Hold	270	–	–	﹤0.01%	429
2016 Q3	$3K	Sell	270 -270	-50%	-$3.23K	﹤0.01%	472
2016 Q2	$6K	Buy	+540	New	+$6.44K	﹤0.01%	451
2016 Q1	–	Sell	-540	Closed	-$8K	–	397
2015 Q4	$8K	Hold	540	–	–	﹤0.01%	482
2015 Q3	$8K	Buy	540 +270	+100%	+$3.83K	0.01%	361
2015 Q2	$4K	Sell	270 -44	-14%	-$648	﹤0.01%	391
2015 Q1	$4.45K	Hold	314	–	–	﹤0.01%	394
2014 Q4	$4K	Hold	314	–	–	﹤0.01%	411
2014 Q3	$4K	Hold	314	–	–	﹤0.01%	414
2014 Q2	$4.5K	Hold	314	–	–	﹤0.01%	528
2014 Q1	$4.47K	Buy	+314	New	+$4.21K	﹤0.01%	542

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return