Taylor Wealth Management Partners’s KeyCorp KEY Stock Holding History

Taylor Wealth Management 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 Q1	–	Sell	-285	Closed	-$4K	–	83
2018 Q4	$4K	Sell	285 -291,422	-100%	-$5.13M	﹤0.01%	103
2018 Q3	$5.8M	Sell	291,707 -7,550	-3%	-$157K	2.47%	14
2018 Q2	$5.85M	Sell	299,257 -2,175	-0.7%	-$43.4K	2.6%	13
2018 Q1	$5.89M	Sell	301,432 -13,448	-4%	-$282K	2.84%	11
2017 Q4	$6.35M	Sell	314,880 -11,675	-4%	-$220K	2.7%	13
2017 Q3	$6.15M	Sell	326,555 -6,450	-2%	-$117K	2.74%	12
2017 Q2	$6.24M	Sell	333,005 -6,070	-2%	-$110K	2.82%	12
2017 Q1	$6.03M	Buy	339,075 +118,425	+54%	+$2.17M	2.73%	14
2016 Q4	$4.03M	Buy	+220,650	New	+$3.48M	1.87%	25

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Taylor Wealth Management Partners's KEY Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of KeyCorp (KEY) in Q1 2019, closing a stake of 285 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in KEY in Q4 2016 and held it in 9 quarters. The position peaked at $6.35M in Q4 2017. 781 funds tracked by Wall St. Rank hold KEY as of Q1 2019.

Taylor Wealth Management Partners reported no remaining KeyCorp position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 285 KeyCorp shares in Q1 2019, an estimated $4K.
Taylor Wealth Management Partners first reported a position in KeyCorp in Q4 2016 and held it in 9 quarters.
Taylor Wealth Management Partners's KeyCorp position peaked at $6.35M in Q4 2017.
781 funds tracked by Wall St. Rank held KeyCorp as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.