Winthrop Partners - WNY’s KeyCorp KEY Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$711K	Sell	39,863 -2,306	-5%	-$39.9K	0.48%	59
2019 Q2	$748K	Sell	42,169 -1,213	-3%	-$20.5K	0.56%	56
2019 Q1	$709K	Sell	43,382 -18,888	-30%	-$315K	0.55%	59
2018 Q4	$920K	Sell	62,270 -4,018	-6%	-$70.7K	0.86%	36
2018 Q3	$1.32M	Sell	66,288 -9,003	-12%	-$187K	1.07%	32
2018 Q2	$1.47M	Sell	75,291 -10,150	-12%	-$203K	1.22%	28
2018 Q1	$1.64M	Sell	85,441 -415	-0.5%	-$8.7K	1.26%	22
2017 Q4	$1.9M	Buy	+85,856	New	+$1.62M	1.55%	21

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winthrop Partners - WNY's KEY Position: Q3 2019 in Review

Winthrop Partners - WNY reduced its KeyCorp (KEY) stake by 5.5% in Q3 2019, selling an estimated $39.9K and leaving 39,863 shares worth $711K. The position accounts for 0.48% of the portfolio, ranked #59.

Winthrop Partners - WNY first reported a position in KEY in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2017. 748 funds tracked by Wall St. Rank hold KEY as of Q3 2019.

Winthrop Partners - WNY held 39,863 shares of KeyCorp worth $711K as of Q3 2019.
Winthrop Partners - WNY sold 2,306 KeyCorp shares in Q3 2019, an estimated $39.9K.
KeyCorp made up 0.48% of Winthrop Partners - WNY's portfolio in Q3 2019, its #59 holding.
Winthrop Partners - WNY first reported a position in KeyCorp in Q4 2017 and has held it in 8 quarters since.
Winthrop Partners - WNY's KeyCorp position peaked at $1.9M in Q4 2017.
748 funds tracked by Wall St. Rank held KeyCorp as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.