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
2014 Q3	–	Sell	-10,700	Closed	-$14K	–	572
2014 Q2	$14K	Buy	+10,700	New	+$148K	﹤0.01%	569

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concert Wealth Management's KEY Position: Q2 2017 in Review

Concert Wealth Management sold out of KeyCorp (KEY) in Q2 2017, closing a stake of 30,222 shares — an estimated $552K sold.

Concert Wealth Management first reported a position in KEY in Q2 2013 and held it in 16 quarters. The position peaked at $1.1M in Q2 2015. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

Concert Wealth Management reported no remaining KeyCorp position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 30,222 KeyCorp shares in Q2 2017, an estimated $552K.
Concert Wealth Management first reported a position in KeyCorp in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's KeyCorp position peaked at $1.1M in Q2 2015.
665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.