Asset Planning Services (Pennsylvania)’s KeyCorp KEY Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-3,447	Closed	-$61K	–	176
2019 Q3	$61K	Sell	3,447 -79	-2%	-$1.37K	0.03%	124
2019 Q2	$63K	Sell	3,526 -297	-8%	-$5.02K	0.03%	119
2019 Q1	$60K	Buy	3,823 +10	+0.3%	+$167	0.03%	118
2018 Q4	$56K	Sell	3,813 -439	-10%	-$7.73K	0.03%	115
2018 Q3	$80K	Buy	4,252 +9	+0.2%	+$187	0.04%	106
2018 Q2	$83K	Sell	4,243 -369	-8%	-$7.37K	0.04%	103
2018 Q1	$90K	Buy	4,612 +4	+0.1%	+$84	0.05%	99
2017 Q4	$93K	Sell	4,608 -183	-4%	-$3.45K	0.05%	110
2017 Q3	$90K	Buy	4,791 +745	+18%	+$13.5K	0.05%	112
2017 Q2	$76K	Sell	4,046 -733	-15%	-$13.3K	0.05%	114
2017 Q1	$85K	Buy	4,779 +864	+22%	+$15.8K	0.06%	117
2016 Q4	$72K	Buy	3,915 +5	+0.1%	+$79	0.06%	112
2016 Q3	$48K	Buy	+3,910	New	+$46.8K	0.04%	127

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

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

Asset Planning Services (Pennsylvania)'s KEY Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of KeyCorp (KEY) in Q4 2019, closing a stake of 3,447 shares — an estimated $61K sold.

Asset Planning Services (Pennsylvania) first reported a position in KEY in Q3 2016 and held it in 13 quarters. The position peaked at $93K in Q4 2017. 794 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining KeyCorp position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 3,447 KeyCorp shares in Q4 2019, an estimated $61K.
Asset Planning Services (Pennsylvania) first reported a position in KeyCorp in Q3 2016 and held it in 13 quarters.
Asset Planning Services (Pennsylvania)'s KeyCorp position peaked at $93K in Q4 2017.
794 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.