MWPCG
KEY icon

Measured Wealth Private Client Group’s KeyCorp KEY Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-7,500
Closed -$149K – 414
2018
Q3 		$149K Buy
+7,500
New +$156K 0.09% 183

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Measured Wealth Private Client Group's KEY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 7,500 shares — an estimated $149K sold.

Measured Wealth Private Client Group first reported a position in KEY in Q3 2018 and held it in 1 quarter. The position peaked at $149K in Q3 2018. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,500 KeyCorp shares in Q4 2018, an estimated $149K.
  • Measured Wealth Private Client Group first reported a position in KeyCorp in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's KeyCorp position peaked at $149K in Q3 2018.
  • 759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.