Kalos Management’s KeyCorp KEY Stock Holding History

Kalos Management’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 Q3	–	Sell	-95,711	Closed	-$1.42M	–	218
2019 Q2	$1.42M	Buy	95,711 +16,770	+21%	+$284K	0.65%	43
2019 Q1	$1.24M	Sell	78,941 -15,301	-16%	-$255K	0.8%	41
2018 Q4	$1.4M	Sell	94,242 -2,099	-2%	-$36.9K	0.68%	46
2018 Q3	$1.92M	Sell	96,341 -3,425	-3%	-$71.1K	1.03%	26
2018 Q2	$1.95M	Buy	+99,766	New	+$1.99M	0.88%	36
2015 Q4	–	Hold	0	–	–	–	566

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kalos Management's KEY Position: Q3 2019 in Review

Kalos Management sold out of KeyCorp (KEY) in Q3 2019, closing a stake of 95,711 shares — an estimated $1.42M sold.

Kalos Management first reported a position in KEY in Q2 2018 and held it in 5 quarters. The position peaked at $1.95M in Q2 2018. 748 funds tracked by Wall St. Rank hold KEY as of Q3 2019.

Kalos Management reported no remaining KeyCorp position as of Q3 2019 after selling out during the quarter.
Kalos Management sold 95,711 KeyCorp shares in Q3 2019, an estimated $1.42M.
Kalos Management first reported a position in KeyCorp in Q2 2018 and held it in 5 quarters.
Kalos Management's KeyCorp position peaked at $1.95M in Q2 2018.
748 funds tracked by Wall St. Rank held KeyCorp as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.