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Legacy Financial Advisors’s KeyCorp KEY Stock Holding History

Legacy Financial Advisors’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
-275
Closed -$4K – 530
2019
Q1 		$4K Buy
+275
New +$4.59K ﹤0.01% 814
2018
Q3 		– Sell
-46
Closed -$1K – 919
2018
Q2 		$1K Hold
46
– – ﹤0.01% 875
2018
Q1 		$0 Hold
46
– – ﹤0.01% 867
2017
Q4 		$0 Buy
+46
New +$867 ﹤0.01% 838

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's KEY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 275 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in KEY in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 275 KeyCorp shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in KeyCorp in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's KeyCorp position peaked at $4K in Q1 2019.
  • 748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.