Rockefeller Financial Services’s KeyCorp KEY Stock Holding History

Rockefeller Financial Services’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
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

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Financial Services's KEY Position: Q4 2017 in Review

Rockefeller Financial Services reduced its KeyCorp (KEY) stake by 50% in Q4 2017, selling an estimated $1.7M and leaving 90,000 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #193.

Rockefeller Financial Services first reported a position in KEY in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.39M in Q3 2017. 705 funds tracked by Wall St. Rank hold KEY as of Q4 2017.

Rockefeller Financial Services held 90,000 shares of KeyCorp worth $1.81M as of Q4 2017.
Rockefeller Financial Services sold 90,000 KeyCorp shares in Q4 2017, an estimated $1.7M.
KeyCorp made up 0.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #193 holding.
Rockefeller Financial Services first reported a position in KeyCorp in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's KeyCorp position peaked at $3.39M in Q3 2017.
705 funds tracked by Wall St. Rank held KeyCorp as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.