CFA
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Clarfeld Financial Advisors’s KeyCorp KEY Stock Holding History

Clarfeld Financial 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
2018
Q4 		$11K Buy
+712
New +$12.5K 0.01% 217

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarfeld Financial Advisors's KEY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in KeyCorp (KEY) in Q4 2018: 712 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

760 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

  • Clarfeld Financial Advisors held 712 shares of KeyCorp worth $11K as of Q4 2018.
  • KeyCorp was a new Clarfeld Financial Advisors position in Q4 2018.
  • KeyCorp made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #217 holding.
  • 760 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.