GW & Wade’s KeyCorp KEY Stock Holding History

GW & Wade’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
2017 Q3	–	Sell	-30,171	Closed	-$565K	–	242
2017 Q2	$565K	Sell	30,171 -506	-2%	-$9.15K	0.07%	128
2017 Q1	$545K	Buy	30,677 +510	+2%	+$9.33K	0.07%	129
2016 Q4	$551K	Buy	30,167 +10	+0%	+$158	0.09%	123
2016 Q3	$367K	Buy	30,157 +15	+0%	+$180	0.07%	149
2016 Q2	$333K	Buy	+30,142	New	+$359K	0.06%	177

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

GW & Wade's KEY Position: Q3 2017 in Review

GW & Wade sold out of KeyCorp (KEY) in Q3 2017, closing a stake of 30,171 shares — an estimated $565K sold.

GW & Wade first reported a position in KEY in Q2 2016 and held it in 5 quarters. The position peaked at $565K in Q2 2017. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2017.

GW & Wade reported no remaining KeyCorp position as of Q3 2017 after selling out during the quarter.
GW & Wade sold 30,171 KeyCorp shares in Q3 2017, an estimated $565K.
GW & Wade first reported a position in KeyCorp in Q2 2016 and held it in 5 quarters.
GW & Wade's KeyCorp position peaked at $565K in Q2 2017.
673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2017.

Based on GW & Wade's 13F filing for Q3 2017, filed 9 Nov 2017.