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

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Omnia Family Wealth sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 235 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in KEY in Q4 2016 and held it in 10 quarters. The position peaked at $21K in Q4 2017. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

Omnia Family Wealth reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 235 KeyCorp shares in Q2 2019, an estimated $4K.
Omnia Family Wealth first reported a position in KeyCorp in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's KeyCorp position peaked at $21K in Q4 2017.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.