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Outlook Wealth Advisors’s KeyCorp KEY Stock Holding History

Outlook Wealth Advisors’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
-16,836
Closed -$265K – 154
2019
Q1 		$265K Sell
16,836
-11,234
-40% -$187K 0.22% 122
2018
Q4 		$415K Buy
+28,070
New +$494K 0.19% 126

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

Outlook Wealth Advisors's KEY Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 16,836 shares — an estimated $265K sold.

Outlook Wealth Advisors first reported a position in KEY in Q4 2018 and held it in 2 quarters. The position peaked at $415K in Q4 2018. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

  • Outlook Wealth Advisors reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 16,836 KeyCorp shares in Q2 2019, an estimated $265K.
  • Outlook Wealth Advisors first reported a position in KeyCorp in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's KeyCorp position peaked at $415K in Q4 2018.
  • 748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.