Financial Architects (New Jersey)’s KeyCorp KEY Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-474	Closed	-$10K	–	886
2019 Q4	$10K	Buy	+474	New	+$8.94K	﹤0.01%	678
2019 Q3	–	Sell	-900	Closed	-$16K	–	1087
2019 Q2	$16K	Buy	900 +171	+23%	+$2.89K	﹤0.01%	782
2019 Q1	$11K	Buy	+729	New	+$12.2K	﹤0.01%	1061
2017 Q4	–	Sell	-200	Closed	-$4K	–	1543
2017 Q3	$4K	Sell	200 -400	-67%	-$7.24K	﹤0.01%	1314
2017 Q2	$11K	Sell	600 -1,364	-69%	-$24.7K	﹤0.01%	1112
2017 Q1	$34K	Sell	1,964 -200	-9%	-$3.66K	0.01%	777
2016 Q4	$39K	Buy	2,164 +1,976	+1,051%	+$31.2K	0.01%	637
2016 Q3	$2K	Hold	188	–	–	﹤0.01%	1328
2016 Q2	$2K	Hold	188	–	–	﹤0.01%	1310
2016 Q1	$2K	Buy	+188	New	+$2.1K	﹤0.01%	1049
2015 Q3	–	Sell	-49	Closed	-$1K	–	582
2015 Q2	$1K	Buy	+49	New	+$722	﹤0.01%	1160

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Architects (New Jersey)'s KEY Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of KeyCorp (KEY) in Q1 2020, closing a stake of 474 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in KEY in Q2 2015 and held it in 11 quarters. The position peaked at $39K in Q4 2016. 726 funds tracked by Wall St. Rank hold KEY as of Q1 2020.

Financial Architects (New Jersey) reported no remaining KeyCorp position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 474 KeyCorp shares in Q1 2020, an estimated $10K.
Financial Architects (New Jersey) first reported a position in KeyCorp in Q2 2015 and held it in 11 quarters.
Financial Architects (New Jersey)'s KeyCorp position peaked at $39K in Q4 2016.
726 funds tracked by Wall St. Rank held KeyCorp as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.