PRW Wealth Management’s KeyCorp KEY Stock Holding History

PRW Wealth Management’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	-398	Closed	-$6K	–	374
2019 Q1	$6K	Hold	398	–	–	0.01%	350
2018 Q4	$6K	Buy	+398	New	+$7K	0.01%	346

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 $3.38T AUM 44.17% 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

PRW Wealth Management's KEY Position: Q2 2019 in Review

PRW Wealth Management sold out of KeyCorp (KEY) in Q2 2019, closing a stake of 398 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in KEY in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 748 funds tracked by Wall St. Rank hold KEY as of Q2 2019.

PRW Wealth Management reported no remaining KeyCorp position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 398 KeyCorp shares in Q2 2019, an estimated $6K.
PRW Wealth Management first reported a position in KeyCorp in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's KeyCorp position peaked at $6K in Q1 2019.
748 funds tracked by Wall St. Rank held KeyCorp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.