Proficio Capital Partners’s KeyCorp KEY Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-2,806	Closed	-$50K	–	864
2019 Q2	$50K	Buy	2,806 +1,732	+161%	+$29.3K	0.02%	377
2019 Q1	$17K	Buy	1,074 +407	+61%	+$6.79K	0.01%	715
2018 Q4	$10K	Buy	667 +198	+42%	+$3.48K	﹤0.01%	738
2018 Q3	$9K	Buy	469 +34	+8%	+$706	﹤0.01%	832
2018 Q2	$8K	Buy	435 +41	+10%	+$818	﹤0.01%	880
2018 Q1	$8K	Buy	394 +3	+0.8%	+$63	﹤0.01%	887
2017 Q4	$8K	Buy	391 +90	+30%	+$1.7K	﹤0.01%	876
2017 Q3	$6K	Sell	301 -13	-4%	-$235	﹤0.01%	917
2017 Q2	$6K	Buy	314 +87	+38%	+$1.57K	﹤0.01%	925
2017 Q1	$4K	Buy	227 +154	+211%	+$2.82K	﹤0.01%	1026
2016 Q4	$1K	Hold	73	–	–	﹤0.01%	1021
2016 Q3	$1K	Buy	+73	New	+$874	﹤0.01%	974
2016 Q1	–	Sell	-356	Closed	-$5K	–	1118
2015 Q4	$5K	Buy	+356	New	+$4.67K	﹤0.01%	425

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return