Nelson Capital Management’s KeyCorp KEY Stock Holding History

Nelson Capital Management’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 Q1	–	Sell	-59	Closed	-$1K	–	289
2017 Q4	$1K	Buy	+59	New	+$1.11K	﹤0.01%	324

Other funds holding KEY

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Nelson Capital Management's KEY Position: Q1 2018 in Review

Nelson Capital Management sold out of KeyCorp (KEY) in Q1 2018, closing a stake of 59 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in KEY in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 729 funds tracked by Wall St. Rank hold KEY as of Q1 2018.

Nelson Capital Management reported no remaining KeyCorp position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 59 KeyCorp shares in Q1 2018, an estimated $1K.
Nelson Capital Management first reported a position in KeyCorp in Q4 2017 and held it in 1 quarter.
Nelson Capital Management's KeyCorp position peaked at $1K in Q4 2017.
729 funds tracked by Wall St. Rank held KeyCorp as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.