Rockefeller Financial Services’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$1.81M	Sell	90,000 -90,000	-50%	-$1.7M	0.03%	193
2017 Q3	$3.39M	Buy	180,000 +90,000	+100%	+$1.63M	0.06%	128
2017 Q2	$1.69M	Sell	90,000 -90,000	-50%	-$1.63M	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%	-$17.4K	0.04%	146
2016 Q1	$2M	Buy	181,459 +1,459	+0.8%	+$16.3K	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	+$1.85M	0.05%	185