WKWM
KEY icon

Walter & Keenan Wealth Management’s KeyCorp KEY Stock Holding History

Walter & Keenan Wealth Management’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
Q3 		– Sell
-10,500
Closed -$186K – 157
2019
Q2 		$186K Buy
+10,500
New +$178K 0.08% 141

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walter & Keenan Wealth Management's KEY Position: Q3 2019 in Review

Walter & Keenan Wealth Management sold out of KeyCorp (KEY) in Q3 2019, closing a stake of 10,500 shares — an estimated $186K sold.

Walter & Keenan Wealth Management first reported a position in KEY in Q2 2019 and held it in 1 quarter. The position peaked at $186K in Q2 2019. 748 funds tracked by Wall St. Rank hold KEY as of Q3 2019.

  • Walter & Keenan Wealth Management reported no remaining KeyCorp position as of Q3 2019 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 10,500 KeyCorp shares in Q3 2019, an estimated $186K.
  • Walter & Keenan Wealth Management first reported a position in KeyCorp in Q2 2019 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's KeyCorp position peaked at $186K in Q2 2019.
  • 748 funds tracked by Wall St. Rank held KeyCorp as of Q3 2019.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.