KJWM
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Kiley Juergens Wealth Management’s KeyCorp KEY Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-5,798
Closed -$115K – 364
2018
Q3 		$115K Hold
5,798
– – 0.09% 141
2018
Q2 		$113K Buy
+5,798
New +$116K 0.1% 123
2018
Q1 		– Sell
-8,225
Closed -$165K – 364
2017
Q4 		$165K Buy
+8,225
New +$155K 0.15% 89

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiley Juergens Wealth Management's KEY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 5,798 shares — an estimated $115K sold.

Kiley Juergens Wealth Management first reported a position in KEY in Q4 2017 and held it in 3 quarters. The position peaked at $165K in Q4 2017. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 5,798 KeyCorp shares in Q4 2018, an estimated $115K.
  • Kiley Juergens Wealth Management first reported a position in KeyCorp in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's KeyCorp position peaked at $165K in Q4 2017.
  • 759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.