OFW
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Omnia Family Wealth’s KeyCorp KEY Stock Holding History

Omnia 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
-235
Closed -$4K – 321
2019
Q1 		$4K Hold
235
– – ﹤0.01% 345
2018
Q4 		$3K Hold
235
– – ﹤0.01% 342
2018
Q3 		$5K Sell
235
-245
-51% -$5.09K ﹤0.01% 311
2018
Q2 		$9K Sell
480
-153
-24% -$3.05K ﹤0.01% 263
2018
Q1 		$12K Sell
633
-388
-38% -$8.13K 0.01% 244
2017
Q4 		$21K Buy
1,021
+541
+113% +$10.2K 0.01% 228
2017
Q3 		$9K Hold
480
– – ﹤0.01% 282
2017
Q2 		$9K Buy
480
+245
+104% +$4.43K ﹤0.01% 301
2017
Q1 		$4K Hold
235
– – ﹤0.01% 449
2016
Q4 		$4K Buy
+235
New +$3.71K ﹤0.01% 446

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return