Whitney & Co’s KeyCorp KEY Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-1,940	Closed	-$36K	–	285
2018 Q3	$36K	Sell	1,940 -280	-13%	-$5.82K	0.01%	207
2018 Q2	$43K	Sell	2,220 -1,000	-31%	-$20K	0.01%	169
2018 Q1	$63K	Buy	+3,220	New	+$67.5K	0.02%	163

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitney & Co's KEY Position: Q4 2018 in Review

Whitney & Co sold out of KeyCorp (KEY) in Q4 2018, closing a stake of 1,940 shares — an estimated $36K sold.

Whitney & Co first reported a position in KEY in Q1 2018 and held it in 3 quarters. The position peaked at $63K in Q1 2018. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

Whitney & Co reported no remaining KeyCorp position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 1,940 KeyCorp shares in Q4 2018, an estimated $36K.
Whitney & Co first reported a position in KeyCorp in Q1 2018 and held it in 3 quarters.
Whitney & Co's KeyCorp position peaked at $63K in Q1 2018.
759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.