Longer Investments’s KeyCorp KEY Stock Holding History

Longer 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 Q1	$1.08M	Sell	68,630 -90	-0.1%	-$1.5K	1.28%	30
2018 Q4	$1.02M	Sell	68,720 -7,820	-10%	-$138K	1.18%	27
2018 Q3	$1.52M	Sell	76,540 -3,710	-5%	-$77K	1.47%	28
2018 Q2	$1.57M	Sell	80,250 -2,165	-3%	-$43.2K	1.52%	26
2018 Q1	$1.61M	Sell	82,415 -3,585	-4%	-$75.1K	1.76%	26
2017 Q4	$1.74M	Sell	86,000 -1,025	-1%	-$19.3K	1.45%	31
2017 Q3	$1.64M	Sell	87,025 -1,035	-1%	-$18.7K	1.46%	31
2017 Q2	$1.65M	Buy	88,060 +180	+0.2%	+$3.26K	1.44%	31
2017 Q1	$1.56M	Sell	87,880 -1,500	-2%	-$27.5K	1.5%	32
2016 Q4	$1.63M	Sell	89,380 -59,650	-40%	-$941K	1.49%	31
2016 Q3	$1.81M	Buy	149,030 +38,900	+35%	+$466K	1.58%	23
2016 Q2	$1.22M	Buy	+110,130	New	+$1.31M	1.34%	26
2014 Q3	–	Sell	-130,940	Closed	-$1.88M	–	43
2014 Q2	$1.88M	Buy	+130,940	New	+$1.81M	1.42%	30

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

JP Morgan Chase

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

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

Capital World Investors

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

Boston Partners

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

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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