WA
KEY.PRG

WFG Advisors’s KeyCorp Pfd KEY.PRG Stock Holding History

WFG Advisors’s Portfolio KEY.PRG Stock Details KEY.PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-50
Closed -$7K – 2241
2014
Q2 		$7K Hold
50
– – ﹤0.01% 1594
2014
Q1 		$6K Hold
50
– – ﹤0.01% 1608
2013
Q4 		$6K Hold
50
– – ﹤0.01% 1731
2013
Q3 		$6K Hold
50
– – ﹤0.01% 1712
2013
Q2 		$6K Buy
+50
New +$6.45K ﹤0.01% 1643

Other funds holding KEY.PRG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

WFG Advisors's KEY.PRG Position: Q3 2014 in Review

WFG Advisors sold out of KeyCorp Pfd (KEY.PRG) in Q3 2014, closing a stake of 50 shares — an estimated $7K sold.

WFG Advisors first reported a position in KEY.PRG in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q2 2014. 40 funds tracked by Wall St. Rank hold KEY.PRG as of Q3 2014.

  • WFG Advisors reported no remaining KeyCorp Pfd position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 50 KeyCorp Pfd shares in Q3 2014, an estimated $7K.
  • WFG Advisors first reported a position in KeyCorp Pfd in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's KeyCorp Pfd position peaked at $7K in Q2 2014.
  • 40 funds tracked by Wall St. Rank held KeyCorp Pfd as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.