HFP
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Holistic Financial Partners’s KeyCorp KEY Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-802
Closed -$16K – 208
2018
Q1 		$16K Buy
802
+12
+2% +$252 0.01% 291
2017
Q4 		$16K Buy
+790
New +$14.9K 0.01% 301

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Holistic Financial Partners's KEY Position: Q2 2018 in Review

Holistic Financial Partners sold out of KeyCorp (KEY) in Q2 2018, closing a stake of 802 shares — an estimated $16K sold.

Holistic Financial Partners first reported a position in KEY in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 736 funds tracked by Wall St. Rank hold KEY as of Q2 2018.

  • Holistic Financial Partners reported no remaining KeyCorp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 802 KeyCorp shares in Q2 2018, an estimated $16K.
  • Holistic Financial Partners first reported a position in KeyCorp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's KeyCorp position peaked at $16K in Q1 2018.
  • 736 funds tracked by Wall St. Rank held KeyCorp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.