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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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WFG Advisors's KEY Position: Q4 2016 in Review

WFG Advisors sold out of KeyCorp (KEY) in Q4 2016, closing a stake of 87 shares — an estimated $1K sold.

WFG Advisors first reported a position in KEY in Q2 2013 and held it in 14 quarters. The position peaked at $7K in Q3 2013. 636 funds tracked by Wall St. Rank hold KEY as of Q4 2016.

  • WFG Advisors reported no remaining KeyCorp position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 87 KeyCorp shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in KeyCorp in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's KeyCorp position peaked at $7K in Q3 2013.
  • 636 funds tracked by Wall St. Rank held KeyCorp as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.