Burt Wealth Advisors’s KeyCorp KEY Stock Holding History

Burt Wealth Advisors’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	-84	Closed	-$1K	–	358
2019 Q1	$1K	Hold	84	–	–	﹤0.01%	345
2018 Q4	$1K	Hold	84	–	–	﹤0.01%	343
2018 Q3	$2K	Hold	84	–	–	﹤0.01%	354
2018 Q2	$2K	Hold	84	–	–	﹤0.01%	343
2018 Q1	$2K	Hold	84	–	–	﹤0.01%	349
2017 Q4	$2K	Hold	84	–	–	﹤0.01%	343
2017 Q3	$2K	Hold	84	–	–	﹤0.01%	325
2017 Q2	$1K	Hold	84	–	–	﹤0.01%	385
2017 Q1	$1K	Hold	84	–	–	﹤0.01%	336
2016 Q4	$2K	Hold	84	–	–	﹤0.01%	351
2016 Q3	$1K	Hold	84	–	–	﹤0.01%	372
2016 Q2	$1K	Hold	84	–	–	﹤0.01%	384
2016 Q1	$1K	Hold	84	–	–	﹤0.01%	517
2015 Q4	$1K	Hold	84	–	–	﹤0.01%	493
2015 Q3	$1K	Buy	+84	New	+$1.19K	﹤0.01%	365

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

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

Burt Wealth Advisors's KEY Position: Q2 2019 in Review

Burt Wealth Advisors sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 84 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in KEY in Q3 2015 and held it in 15 quarters. The position peaked at $2K in Q3 2018. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

Burt Wealth Advisors reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 84 KeyCorp shares in Q2 2019, an estimated $1K.
Burt Wealth Advisors first reported a position in KeyCorp in Q3 2015 and held it in 15 quarters.
Burt Wealth Advisors's KeyCorp position peaked at $2K in Q3 2018.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.