HighPoint Advisor Group’s KeyCorp KEY Stock Holding History

HighPoint Advisor Group’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 Q4	–	Sell	-6,036	Closed	-$116K	–	422
2019 Q3	$116K	Buy	+6,036	New	+$104K	0.03%	436
2016 Q2	–	Sell	-52,797	Closed	-$664K	–	288
2016 Q1	$664K	Sell	52,797 -12,291	-19%	-$137K	0.41%	69
2015 Q4	$737K	Sell	65,088 -21,612	-25%	-$283K	0.48%	63
2015 Q3	$1.13M	Buy	86,700 +14,910	+21%	+$212K	1.25%	15
2015 Q2	$1.08M	Sell	71,790 -8,200	-10%	-$121K	1.66%	24
2015 Q1	$1.14M	Sell	79,990 -5,868	-7%	-$80.6K	1.74%	29
2014 Q4	$1.22M	Buy	+85,858	New	+$1.14M	2.24%	23

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

HighPoint Advisor Group's KEY Position: Q4 2019 in Review

HighPoint Advisor Group sold out of KeyCorp (KEY) in Q4 2019, closing a stake of 6,036 shares — an estimated $116K sold.

HighPoint Advisor Group first reported a position in KEY in Q4 2014 and held it in 7 quarters. The position peaked at $1.22M in Q4 2014. 794 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

HighPoint Advisor Group reported no remaining KeyCorp position as of Q4 2019 after selling out during the quarter.
HighPoint Advisor Group sold 6,036 KeyCorp shares in Q4 2019, an estimated $116K.
HighPoint Advisor Group first reported a position in KeyCorp in Q4 2014 and held it in 7 quarters.
HighPoint Advisor Group's KeyCorp position peaked at $1.22M in Q4 2014.
794 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.