Transform Wealth’s KeyCorp KEY Stock Holding History

Transform Wealth’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 Q2	–	Sell	-85,215	Closed	-$1.51M	–	97
2017 Q1	$1.51M	Buy	+85,215	New	+$1.56M	0.57%	51

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Transform Wealth's KEY Position: Q2 2017 in Review

Transform Wealth sold out of KeyCorp (KEY) in Q2 2017, closing a stake of 85,215 shares — an estimated $1.51M sold.

Transform Wealth first reported a position in KEY in Q1 2017 and held it in 1 quarter. The position peaked at $1.51M in Q1 2017. 665 funds tracked by Wall St. Rank hold KEY as of Q2 2017.

Transform Wealth reported no remaining KeyCorp position as of Q2 2017 after selling out during the quarter.
Transform Wealth sold 85,215 KeyCorp shares in Q2 2017, an estimated $1.51M.
Transform Wealth first reported a position in KeyCorp in Q1 2017 and held it in 1 quarter.
Transform Wealth's KeyCorp position peaked at $1.51M in Q1 2017.
665 funds tracked by Wall St. Rank held KeyCorp as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.