WA
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WFG Advisors’s KeyCorp KEY Stock Holding History

WFG Advisors’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
2016
Q4 		– Sell
-87
Closed -$1K – 1647
2016
Q3 		$1K Buy
87
+1
+1% +$12 ﹤0.01% 1475
2016
Q2 		$1K Hold
86
– – ﹤0.01% 1462
2016
Q1 		$1K Buy
86
+1
+1% +$11 ﹤0.01% 1425
2015
Q4 		$1K Hold
85
– – ﹤0.01% 1468
2015
Q3 		$1K Buy
85
+1
+1% +$14 ﹤0.01% 1504
2015
Q2 		$1K Hold
84
– – ﹤0.01% 1576
2015
Q1 		$1K Sell
84
-364
-81% -$5K ﹤0.01% 1637
2014
Q4 		$6K Buy
448
+2
+0.4% +$27 ﹤0.01% 1600
2014
Q3 		$6K Buy
446
+2
+0.5% +$27 ﹤0.01% 1618
2014
Q2 		$6K Buy
444
+2
+0.5% +$28 ﹤0.01% 1614
2014
Q1 		$6K Buy
442
+2
+0.5% +$27 ﹤0.01% 1590
2013
Q4 		$6K Sell
440
-190
-30% -$2.4K ﹤0.01% 1712
2013
Q3 		$7K Buy
630
+2
+0.3% +$24 ﹤0.01% 1636
2013
Q2 		$7K Buy
+628
New +$6.45K ﹤0.01% 1568

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return