CWM
KEY icon

Concert Wealth Management’s KeyCorp KEY Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-30,222
Closed -$552K – 302
2017
Q1 		$552K Hold
30,222
– – 0.12% 224
2016
Q4 		$552K Sell
30,222
-45,469
-60% -$717K 0.12% 234
2016
Q3 		$922K Buy
75,691
+3,332
+5% +$39.9K 0.11% 235
2016
Q2 		$799K Buy
72,359
+2,351
+3% +$28K 0.11% 244
2016
Q1 		$773K Sell
70,008
-136
-0.2% -$1.52K 0.1% 251
2015
Q4 		$924K Sell
70,144
-2,507
-3% -$32.9K 0.12% 214
2015
Q3 		$942K Buy
72,651
+286
+0.4% +$4.06K 0.13% 207
2015
Q2 		$1.1M Sell
72,365
-2,852
-4% -$42K 0.14% 183
2015
Q1 		$921K Buy
75,217
+1,332
+2% +$18.3K 0.26% 96
2014
Q4 		$1.03M Buy
73,885
+45,448
+160% +$604K 0.16% 171
2014
Q3 		$375K Sell
28,437
-2,148
-7% -$29.4K 0.05% 336
2014
Q2 		$417K Sell
30,585
-595
-2% -$8.22K 0.05% 329
2014
Q1 		$440K Sell
31,180
-1,445
-4% -$19.4K 0.05% 310
2013
Q4 		$436K Sell
32,625
-1,949
-6% -$24.7K 0.06% 294
2013
Q3 		$395K Sell
34,574
-37,164
-52% -$444K 0.06% 304
2013
Q2 		$792K Buy
+71,738
New +$737K 0.12% 141

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return