YorkBridge Wealth Partners’s KeyCorp KEY Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-780	Closed	-$14K	–	435
2019 Q2	$14K	Hold	780	–	–	0.01%	507
2019 Q1	$12K	Hold	780	–	–	0.01%	551
2018 Q4	$12K	Hold	780	–	–	0.01%	547
2018 Q3	$16K	Sell	780 -3,346	-81%	-$69.5K	0.01%	562
2018 Q2	$81K	Hold	4,126	–	–	0.04%	315
2018 Q1	$82K	Sell	4,126 -186	-4%	-$3.9K	0.04%	317
2017 Q4	$89K	Buy	4,312 +2,301	+114%	+$43.4K	0.04%	308
2017 Q3	$38K	Hold	2,011	–	–	0.02%	412
2017 Q2	$38K	Buy	2,011 +680	+51%	+$12.3K	0.02%	404
2017 Q1	$25K	Buy	1,331 +500	+60%	+$9.15K	0.01%	454
2016 Q4	$14K	Buy	+831	New	+$13.1K	0.01%	518

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 $3.38T AUM 44.17% 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

YorkBridge Wealth Partners's KEY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of KeyCorp (KEY) in Q3 2019, closing a stake of 780 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in KEY in Q4 2016 and held it in 11 quarters. The position peaked at $89K in Q4 2017. 748 funds tracked by Wall St. Rank hold KEY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining KeyCorp position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 780 KeyCorp shares in Q3 2019, an estimated $14K.
YorkBridge Wealth Partners first reported a position in KeyCorp in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's KeyCorp position peaked at $89K in Q4 2017.
748 funds tracked by Wall St. Rank held KeyCorp as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.