West Oak Capital’s KeyCorp KEY Stock Holding History

West Oak Capital’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
2020 Q1	–	Sell	-700	Closed	-$14K	–	301
2019 Q4	$14K	Buy	+700	New	+$13.2K	0.01%	226
2018 Q3	–	Sell	-600	Closed	-$11.7K	–	367
2018 Q2	$11.7K	Hold	600	–	–	0.01%	253
2018 Q1	$11.7K	Buy	+600	New	+$12.6K	0.01%	263

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Oak Capital's KEY Position: Q1 2020 in Review

West Oak Capital sold out of KeyCorp (KEY) in Q1 2020, closing a stake of 700 shares — an estimated $14K sold.

West Oak Capital first reported a position in KEY in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 726 funds tracked by Wall St. Rank hold KEY as of Q1 2020.

West Oak Capital reported no remaining KeyCorp position as of Q1 2020 after selling out during the quarter.
West Oak Capital sold 700 KeyCorp shares in Q1 2020, an estimated $14K.
West Oak Capital first reported a position in KeyCorp in Q1 2018 and held it in 3 quarters.
West Oak Capital's KeyCorp position peaked at $14K in Q4 2019.
726 funds tracked by Wall St. Rank held KeyCorp as of Q1 2020.

Based on West Oak Capital's 13F filing for Q1 2020, filed 7 Apr 2020.