Rockefeller Financial Services’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$1.82M Sell
90,000
-90,000
-50% -$1.82M 0.03% 193
2017
Q3
$3.39M Buy
180,000
+90,000
+100% +$1.69M 0.06% 128
2017
Q2
$1.69M Sell
90,000
-90,000
-50% -$1.69M 0.03% 147
2017
Q1
$3.2M Hold
180,000
0.06% 126
2016
Q4
$3.29M Hold
180,000
0.07% 128
2016
Q3
$2.19M Hold
180,000
0.05% 136
2016
Q2
$1.99M Sell
180,000
-1,459
-0.8% -$16.1K 0.04% 146
2016
Q1
$2M Buy
181,459
+1,459
+0.8% +$16.1K 0.04% 146
2015
Q4
$2.37M Hold
180,000
0.05% 144
2015
Q3
$2.34M Hold
180,000
0.05% 143
2015
Q2
$2.7M Hold
180,000
0.06% 139
2015
Q1
$2.55M Hold
180,000
0.06% 140
2014
Q4
$2.5M Hold
180,000
0.05% 138
2014
Q3
$2.4M Hold
180,000
0.05% 151
2014
Q2
$2.58M Hold
180,000
0.06% 166
2014
Q1
$2.56M Hold
180,000
0.06% 171
2013
Q4
$2.42M Hold
180,000
0.05% 180
2013
Q3
$2.05M Hold
180,000
0.05% 187
2013
Q2
$1.99M Buy
+180,000
New +$1.99M 0.05% 185