MYCIO Wealth Partners’s KeyCorp KEY Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-14,652	Closed	-$297K	–	232
2019 Q4	$297K	Sell	14,652 -288	-2%	-$5.43K	0.02%	275
2019 Q3	$267K	Buy	14,940 +145	+1%	+$2.51K	0.02%	261
2019 Q2	$263K	Buy	14,795 +90	+0.6%	+$1.52K	0.02%	259
2019 Q1	$232K	Buy	14,705 +89	+0.6%	+$1.48K	0.02%	261
2018 Q4	$216K	Hold	14,616	–	–	0.02%	254
2018 Q3	$291K	Hold	14,616	–	–	0.03%	222
2018 Q2	$286K	Hold	14,616	–	–	0.03%	218
2018 Q1	$286K	Sell	14,616 -2,500	-15%	-$52.4K	0.03%	189
2017 Q4	$345K	Buy	17,116 +2,500	+17%	+$47.1K	0.04%	178
2017 Q3	$275K	Hold	14,616	–	–	0.03%	201
2017 Q2	$274K	Sell	14,616 -1,807	-11%	-$32.7K	0.03%	185
2017 Q1	$292K	Buy	16,423 +1,807	+12%	+$33.1K	0.04%	177
2016 Q4	$267K	Sell	14,616 -4,308	-23%	-$67.9K	0.04%	172
2016 Q3	$230K	Buy	+18,924	New	+$226K	0.04%	158

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return