CWM
KEY.PRG

Concert Wealth Management’s KeyCorp Pfd KEY.PRG Stock Holding History

Concert Wealth Management’s Portfolio KEY.PRG Stock Details KEY.PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-121
Closed -$16K – 1025
2016
Q3 		$16K Buy
+121
New +$16.5K ﹤0.01% 922

Other funds holding KEY.PRG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Concert Wealth Management's KEY.PRG Position: Q4 2016 in Review

Concert Wealth Management sold out of KeyCorp Pfd (KEY.PRG) in Q4 2016, closing a stake of 121 shares — an estimated $16K sold.

Concert Wealth Management first reported a position in KEY.PRG in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 41 funds tracked by Wall St. Rank hold KEY.PRG as of Q4 2016.

  • Concert Wealth Management reported no remaining KeyCorp Pfd position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 121 KeyCorp Pfd shares in Q4 2016, an estimated $16K.
  • Concert Wealth Management first reported a position in KeyCorp Pfd in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's KeyCorp Pfd position peaked at $16K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held KeyCorp Pfd as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.