Gideon Capital Advisors’s KeyCorp KEY Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-16,251	Closed	-$256K	–	354
2019 Q1	$256K	Buy	+16,251	New	+$271K	0.09%	311
2017 Q4	–	Sell	-30,069	Closed	-$566K	–	350
2017 Q3	$566K	Buy	+30,069	New	+$544K	0.56%	34
2017 Q1	–	Sell	-14,816	Closed	-$271K	–	455
2016 Q4	$271K	Sell	14,816 -236,982	-94%	-$3.74M	0.17%	296
2016 Q3	$3.06M	Sell	251,798 -123,369	-33%	-$1.48M	1.85%	9
2016 Q2	$4.15M	Buy	375,167 +296,263	+375%	+$3.53M	2.41%	5
2016 Q1	$871K	Buy	+78,904	New	+$882K	1.09%	24
2015 Q4	–	Sell	-150,890	Closed	-$1.96M	–	240
2015 Q3	$1.96M	Buy	150,890 +31,450	+26%	+$447K	1.15%	12
2015 Q2	$1.79M	Buy	119,440 +84,472	+242%	+$1.24M	0.74%	37
2015 Q1	$495K	Sell	34,968 -43,893	-56%	-$603K	0.2%	151
2014 Q4	$1.1M	Buy	78,861 +51,355	+187%	+$683K	0.52%	68
2014 Q3	$367K	Buy	+27,506	New	+$376K	0.14%	185
2014 Q1	–	Sell	-42,450	Closed	-$570K	–	247
2013 Q4	$570K	Buy	+42,450	New	+$537K	0.34%	92

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

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

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

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

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

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

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

Gideon Capital Advisors's KEY Position: Q2 2019 in Review

Gideon Capital Advisors sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 16,251 shares — an estimated $256K sold.

Gideon Capital Advisors first reported a position in KEY in Q4 2013 and held it in 12 quarters. The position peaked at $4.15M in Q2 2016. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

Gideon Capital Advisors reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 16,251 KeyCorp shares in Q2 2019, an estimated $256K.
Gideon Capital Advisors first reported a position in KeyCorp in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's KeyCorp position peaked at $4.15M in Q2 2016.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.