Forvis Mazars Wealth Advisors’s KeyCorp KEY Stock Holding History

Forvis Mazars Wealth Advisors’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	-21,233	Closed	-$422K	–	237
2018 Q3	$422K	Sell	21,233 -790	-4%	-$16.4K	0.04%	165
2018 Q2	$430K	Buy	+22,023	New	+$440K	0.04%	158
2016 Q3	–	Sell	-10,199	Closed	-$113K	–	195
2016 Q2	$113K	Sell	10,199 -531	-5%	-$6.33K	0.02%	184
2016 Q1	$118K	Buy	10,730 +639	+6%	+$7.14K	0.02%	188
2015 Q4	$133K	Sell	10,091 -60	-0.6%	-$787	0.02%	187
2015 Q3	$132K	Sell	10,151 -22	-0.2%	-$312	0.02%	179
2015 Q2	$153K	Buy	10,173 +36	+0.4%	+$530	0.02%	178
2015 Q1	$144K	Buy	10,137 +72	+0.7%	+$989	0.02%	185
2014 Q4	$140K	Buy	10,065 +41	+0.4%	+$545	0.02%	151
2014 Q3	$134K	Hold	10,024	–	–	0.02%	137
2014 Q2	$144K	Hold	10,024	–	–	0.02%	142
2014 Q1	$142K	Hold	10,024	–	–	0.03%	153
2013 Q4	$135K	Buy	10,024 +17	+0.2%	+$215	0.03%	153
2013 Q3	$114K	Sell	10,007 -7	-0.1%	-$84	0.02%	147
2013 Q2	$111K	Buy	+10,014	New	+$103K	0.09%	96

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors's KEY Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 21,233 shares — an estimated $422K sold.

Forvis Mazars Wealth Advisors first reported a position in KEY in Q2 2013 and held it in 15 quarters. The position peaked at $430K in Q2 2018. 760 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

Forvis Mazars Wealth Advisors reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 21,233 KeyCorp shares in Q4 2018, an estimated $422K.
Forvis Mazars Wealth Advisors first reported a position in KeyCorp in Q2 2013 and held it in 15 quarters.
Forvis Mazars Wealth Advisors's KeyCorp position peaked at $430K in Q2 2018.
760 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.