Assured Investment Management’s KeyCorp KEY Stock Holding History

Assured Investment Management’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 Q2	–	Sell	-9,781	Closed	-$154K	–	454
2019 Q1	$154K	Sell	9,781 -147	-1%	-$2.45K	﹤0.01%	841
2018 Q4	$147K	Sell	9,928 -58,764	-86%	-$1.03M	﹤0.01%	923
2018 Q3	$1.37M	Buy	+68,692	New	+$1.43M	0.02%	488
2018 Q2	–	Sell	-26,957	Closed	-$527K	–	1248
2018 Q1	$527K	Buy	+26,957	New	+$565K	0.01%	757
2017 Q3	–	Sell	-56,631	Closed	-$1.06M	–	651
2017 Q2	$1.06M	Buy	56,631 +37,136	+190%	+$672K	0.02%	381
2017 Q1	$347K	Buy	+19,495	New	+$357K	0.01%	473
2016 Q4	–	Sell	-16,093	Closed	-$196K	–	647
2016 Q3	$196K	Buy	+16,093	New	+$193K	﹤0.01%	516
2015 Q3	–	Sell	-75,841	Closed	-$1.14M	–	662
2015 Q2	$1.14M	Buy	75,841 +62,623	+474%	+$923K	0.02%	216
2015 Q1	$187K	Buy	+13,218	New	+$182K	﹤0.01%	442

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Assured Investment Management's KEY Position: Q2 2019 in Review

Assured Investment Management sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 9,781 shares — an estimated $154K sold.

Assured Investment Management first reported a position in KEY in Q1 2015 and held it in 9 quarters. The position peaked at $1.37M in Q3 2018. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

Assured Investment Management reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 9,781 KeyCorp shares in Q2 2019, an estimated $154K.
Assured Investment Management first reported a position in KeyCorp in Q1 2015 and held it in 9 quarters.
Assured Investment Management's KeyCorp position peaked at $1.37M in Q3 2018.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.