Icon Wealth Partners’s KeyCorp KEY Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-245	Closed	-$4K	–	484
2019 Q1	$4K	Buy	+245	New	+$4.08K	﹤0.01%	780
2018 Q3	–	Sell	-402	Closed	-$8K	–	510
2018 Q2	$8K	Buy	+402	New	+$8.02K	﹤0.01%	717
2018 Q1	–	Sell	-2,394	Closed	-$48K	–	507
2017 Q4	$48K	Buy	+2,394	New	+$45.1K	0.02%	427

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

Icon Wealth Partners's KEY Position: Q2 2019 in Review

Icon Wealth Partners sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 245 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in KEY in Q4 2017 and held it in 3 quarters. The position peaked at $48K in Q4 2017. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

Icon Wealth Partners reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 245 KeyCorp shares in Q2 2019, an estimated $4K.
Icon Wealth Partners first reported a position in KeyCorp in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's KeyCorp position peaked at $48K in Q4 2017.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.