Integrated Wealth Management (Palm Desert)’s KeyCorp KEY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-118	Closed	-$1K	–	659
2016 Q3	$1K	Hold	118	–	–	﹤0.01%	1157
2016 Q2	$1K	Sell	118 -102	-46%	-$1.22K	﹤0.01%	1181
2016 Q1	$2K	Hold	220	–	–	﹤0.01%	1011
2015 Q4	$3K	Hold	220	–	–	﹤0.01%	1020
2015 Q3	$3K	Hold	220	–	–	﹤0.01%	1034
2015 Q2	$3K	Hold	220	–	–	﹤0.01%	1060
2015 Q1	$3K	Buy	+220	New	+$3.02K	﹤0.01%	1031

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KEY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of KeyCorp (KEY) in Q4 2016, closing a stake of 118 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KEY in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q4 2015. 637 funds tracked by Wall St. Rank hold KEY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining KeyCorp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 118 KeyCorp shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in KeyCorp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s KeyCorp position peaked at $3K in Q4 2015.
637 funds tracked by Wall St. Rank held KeyCorp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.