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Polaris Wealth Advisory Group’s KeyCorp KEY Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-500
Closed -$10K – 304
2018
Q3 		$10K Buy
+500
New +$10.4K ﹤0.01% 404
2018
Q2 		– Sell
-500
Closed -$10K – 341
2018
Q1 		$10K Buy
+500
New +$10.5K ﹤0.01% 361

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's KEY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Polaris Wealth Advisory Group first reported a position in KEY in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 KeyCorp shares in Q4 2018, an estimated $10K.
  • Polaris Wealth Advisory Group first reported a position in KeyCorp in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's KeyCorp position peaked at $10K in Q3 2018.
  • 759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.