MFW
KEY icon

Mosaic Family Wealth’s KeyCorp KEY Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-847
Closed -$13K – 397
2019
Q1 		$13K Buy
847
+2
+0.2% +$33 0.01% 473
2018
Q4 		$12K Buy
845
+2
+0.2% +$35 0.01% 471
2018
Q3 		$16K Buy
843
+2
+0.2% +$42 0.01% 457
2018
Q2 		$16K Buy
841
+1
+0.1% +$20 0.01% 483
2018
Q1 		$16K Sell
840
-898
-52% -$18.8K 0.01% 460
2017
Q4 		$35K Buy
1,738
+1
+0.1% +$19 0.01% 376
2017
Q3 		$33K Buy
1,737
+1
+0.1% +$18 0.01% 396
2017
Q2 		$33K Buy
1,736
+901
+108% +$16.3K 0.01% 377
2017
Q1 		$15K Buy
835
+1
+0.1% +$18 0.01% 472
2016
Q4 		$15K Sell
834
-109
-12% -$1.72K 0.01% 468
2016
Q3 		$11K Buy
943
+1
+0.1% +$12 0.01% 505
2016
Q2 		$11K Buy
942
+618
+191% +$7.37K 0.01% 519
2016
Q1 		$3K Buy
324
+214
+195% +$2.39K ﹤0.01% 654
2015
Q4 		$1K Buy
+110
New +$1.44K ﹤0.01% 742

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mosaic Family Wealth's KEY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 847 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in KEY in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q4 2017. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

  • Mosaic Family Wealth reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 847 KeyCorp shares in Q2 2019, an estimated $13K.
  • Mosaic Family Wealth first reported a position in KeyCorp in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's KeyCorp position peaked at $35K in Q4 2017.
  • 748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.