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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-6,250
Closed -$844K 262
2016
Q4
$844K Sell
6,250
-2,225
-26% -$302K 0.07% 127
2016
Q3
$1.16M Hold
8,475
0.1% 112
2016
Q2
$1.14M Hold
8,475
0.1% 114
2016
Q1
$1.11M Hold
8,475
0.11% 103
2015
Q4
$1.12M Buy
+8,475
New +$1.11M 0.11% 100

Mariner Wealth Advisors (Cincinnati)'s KEY.PRG Position: Q1 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of KeyCorp Pfd (KEY.PRG) in Q1 2017, closing a stake of 6,250 shares — an estimated $844K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in KEY.PRG in Q4 2015 and held it in 5 quarters. The position peaked at $1.16M in Q3 2016. 0 funds tracked by Wall St. Rank hold KEY.PRG as of Q1 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining KeyCorp Pfd position as of Q1 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 6,250 KeyCorp Pfd shares in Q1 2017, an estimated $844K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in KeyCorp Pfd in Q4 2015 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s KeyCorp Pfd position peaked at $1.16M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held KeyCorp Pfd as of Q1 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2017, filed 12 May 2017.