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LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s
KeyCorp
KEY
Stock Holding History
Loring Wolcott & Coolidge Fiduciary 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
2021
Q4
–
Sell
-360
Closed
-$8K
–
750
2021
Q3
$8K
Sell
360
-508
-59%
-$10.3K
﹤0.01%
622
2021
Q2
$18K
Buy
+868
New
+$18.8K
﹤0.01%
552
2021
Q1
–
Sell
-360
Closed
-$6K
–
515
2020
Q4
$6K
Sell
360
-460
-56%
-$6.7K
﹤0.01%
672
2020
Q3
$10K
Hold
820
–
–
﹤0.01%
509
2020
Q2
$10K
Hold
820
–
–
﹤0.01%
500
2020
Q1
$9K
Hold
820
–
–
﹤0.01%
549
2019
Q4
$17K
Hold
820
–
–
﹤0.01%
553
2019
Q3
$15K
Hold
820
–
–
﹤0.01%
541
2019
Q2
$15K
Hold
820
–
–
﹤0.01%
534
2019
Q1
$13K
Hold
820
–
–
﹤0.01%
546
2018
Q4
$12K
Buy
+820
New
+$14.4K
﹤0.01%
554
2017
Q4
–
Sell
-24
Closed
–
–
810
2017
Q3
$0
Buy
+24
New
+$434
﹤0.01%
848
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$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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