C-J Advisory’s KeyCorp KEY Stock Holding History

C-J Advisory’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	-1,115	Closed	-$20K	–	100
2019 Q3	$20K	Hold	1,115	–	–	0.01%	100
2019 Q2	$20K	Sell	1,115 -376	-25%	-$6.36K	0.01%	95
2019 Q1	$24K	Hold	1,491	–	–	0.02%	94
2018 Q4	$22K	Hold	1,491	–	–	0.02%	72
2018 Q3	$30K	Hold	1,491	–	–	0.02%	63
2018 Q2	$29K	Sell	1,491 -79	-5%	-$1.58K	0.02%	67
2018 Q1	$30K	Hold	1,570	–	–	0.02%	65
2017 Q4	$32K	Hold	1,570	–	–	0.02%	57
2017 Q3	$30K	Sell	1,570 -189	-11%	-$3.42K	0.02%	53
2017 Q2	$33K	Hold	1,759	–	–	0.03%	49
2017 Q1	$31K	Hold	1,759	–	–	0.03%	49
2016 Q4	$32K	Sell	1,759 -145	-8%	-$2.29K	0.03%	47
2016 Q3	$23K	Buy	+1,904	New	+$22.8K	0.02%	63

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Geode Capital Management

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

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

Bank of America

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