Mariner Wealth Advisors (Cincinnati)’s KeyCorp KEY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-10,188	Closed	-$199K	–	297
2018 Q2	$199K	Hold	10,188	–	–	0.01%	291
2018 Q1	$199K	Hold	10,188	–	–	0.01%	276
2017 Q4	$205K	Hold	10,188	–	–	0.01%	269
2017 Q3	$192K	Hold	10,188	–	–	0.01%	270
2017 Q2	$191K	Hold	10,188	–	–	0.01%	249
2017 Q1	$181K	Hold	10,188	–	–	0.01%	242
2016 Q4	$186K	Hold	10,188	–	–	0.01%	234
2016 Q3	$124K	Hold	10,188	–	–	0.01%	246
2016 Q2	$113K	Hold	10,188	–	–	0.01%	244
2016 Q1	$112K	Hold	10,188	–	–	0.01%	236
2015 Q4	$134K	Buy	+10,188	New	+$134K	0.01%	241

Other funds holding KEY

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s KEY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of KeyCorp (KEY) in Q3 2018, closing a stake of 10,188 shares — an estimated $199K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in KEY in Q4 2015 and held it in 11 quarters. The position peaked at $205K in Q4 2017. 750 funds tracked by Wall St. Rank hold KEY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining KeyCorp position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 10,188 KeyCorp shares in Q3 2018, an estimated $199K.
Mariner Wealth Advisors (Cincinnati) first reported a position in KeyCorp in Q4 2015 and held it in 11 quarters.
Mariner Wealth Advisors (Cincinnati)'s KeyCorp position peaked at $205K in Q4 2017.
750 funds tracked by Wall St. Rank held KeyCorp as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.