Laffer Tengler Investments’s KeyCorp KEY Stock Holding History

Laffer Tengler Investments’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	-116,358	Closed	-$1.83M	–	142
2019 Q1	$1.83M	Hold	116,358	–	–	0.49%	110
2018 Q4	$1.72M	Hold	116,358	–	–	0.51%	100
2018 Q3	$2.31M	Hold	116,358	–	–	0.57%	87
2018 Q2	$2.27M	Hold	116,358	–	–	0.58%	92
2018 Q1	$2.27M	Buy	116,358 +23,293	+25%	+$488K	0.57%	91
2017 Q4	$1.88M	Hold	93,065	–	–	0.47%	107
2017 Q3	$1.75M	Sell	93,065 -7,050	-7%	-$128K	0.46%	109
2017 Q2	$1.88M	Hold	100,115	–	–	0.48%	111
2017 Q1	$1.78M	Hold	100,115	–	–	0.47%	110
2016 Q4	$1.83M	Buy	+100,115	New	+$1.58M	0.49%	81
2015 Q2	–	Sell	-166,651	Closed	-$2.36M	–	238
2015 Q1	$2.36M	Buy	+166,651	New	+$2.29M	0.33%	104
2014 Q4	–	Sell	-166,651	Closed	-$2.22M	–	113
2014 Q3	$2.22M	Hold	166,651	–	–	0.33%	110
2014 Q2	$2.39M	Sell	166,651 -12,352	-7%	-$171K	0.37%	87
2014 Q1	$2.55M	Hold	179,003	–	–	0.41%	81
2013 Q4	$2.4M	Buy	+179,003	New	+$2.27M	0.4%	91
2013 Q3	–	Hold	0	–	–	–	130

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return