EWM
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Edge Wealth Management’s KeyCorp KEY Stock Holding History

Edge 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
2018
Q4 		– Sell
-8,255
Closed -$164K – 594
2018
Q3 		$164K Hold
8,255
– – 0.04% 158
2018
Q2 		$161K Buy
+8,255
New +$165K 0.04% 158
2014
Q4 		– Sell
-3,861
Closed -$52K – 422
2014
Q3 		$52K Hold
3,861
– – 0.02% 185
2014
Q2 		$55K Buy
3,861
+361
+10% +$4.99K 0.02% 175
2014
Q1 		$50K Buy
+3,500
New +$46.9K 0.02% 175

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Wealth Management's KEY Position: Q4 2018 in Review

Edge Wealth Management sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 8,255 shares — an estimated $164K sold.

Edge Wealth Management first reported a position in KEY in Q1 2014 and held it in 5 quarters. The position peaked at $164K in Q3 2018. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

  • Edge Wealth Management reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 8,255 KeyCorp shares in Q4 2018, an estimated $164K.
  • Edge Wealth Management first reported a position in KeyCorp in Q1 2014 and held it in 5 quarters.
  • Edge Wealth Management's KeyCorp position peaked at $164K in Q3 2018.
  • 759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.