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	–	379
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	–	413
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

Archford Capital Strategies's KEY Position: Q3 2019 in Review

Archford Capital Strategies sold out of KeyCorp (KEY) in Q3 2019, closing a stake of 270 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in KEY in Q1 2014 and held it in 18 quarters. The position peaked at $8K in Q4 2015. 748 funds tracked by Wall St. Rank hold KEY as of Q3 2019.

Archford Capital Strategies reported no remaining KeyCorp position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 270 KeyCorp shares in Q3 2019, an estimated $5K.
Archford Capital Strategies first reported a position in KeyCorp in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's KeyCorp position peaked at $8K in Q4 2015.
748 funds tracked by Wall St. Rank held KeyCorp as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.