1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Key Financial Inc Buys WisdomTree International LargeCap Dividend Fund, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Essential Utilities Inc, Sells The Walt Disney Co, iShares MSCI EAFE Value, iShares MSCI EAFE Growth

Investment company Key Financial Inc (Current Portfolio) buys WisdomTree International LargeCap Dividend Fund, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Essential Utilities Inc, SPDR DJ Wilshire REIT, The Home Depot Inc, sells The Walt Disney Co, iShares MSCI EAFE Value, iShares MSCI EAFE Growth, iShares U.S. Preferred Stock, Canadian Pacific Railway during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Key Financial Inc. As of 2020Q1, Key Financial Inc owns 690 stocks with a total value of $95 million. These are the details of the buys and sells.

For the details of Key Financial Inc's stock buys and sells, go to https://www.gurufocus.com/guru/key+financial+inc/current-portfolio/portfolio

These are the top 5 holdings of Key Financial Inc
  1. WisdomTree International LargeCap Dividend Fund (DOL) - 222,298 shares, 8.63% of the total portfolio. Shares added by 410.16%
  2. The Walt Disney Co (DIS) - 75,435 shares, 7.94% of the total portfolio. Shares reduced by 48.77%
  3. Apple Inc (AAPL) - 20,979 shares, 5.64% of the total portfolio. Shares reduced by 3.43%
  4. Incyte Corp (INCY) - 52,533 shares, 4.00% of the total portfolio.
  5. Microsoft Corp (MSFT) - 20,702 shares, 3.50% of the total portfolio. Shares reduced by 2.82%
New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Key Financial Inc initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $35.74 and $66.24, with an estimated average price of $57.28. The stock is now traded at around $44.62. The impact to a portfolio due to this purchase was 2.64%. The holding were 61,414 shares as of .

New Purchase: Essential Utilities Inc (A2A)

Key Financial Inc initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $36.60. The impact to a portfolio due to this purchase was 0.71%. The holding were 15,569 shares as of .

New Purchase: SPDR DJ Wilshire REIT (RWR)

Key Financial Inc initiated holding in SPDR DJ Wilshire REIT. The purchase prices were between $59.3 and $107.65, with an estimated average price of $95.6. The stock is now traded at around $75.45. The impact to a portfolio due to this purchase was 0.51%. The holding were 6,607 shares as of .

New Purchase: Moody's Corporation (MCO)

Key Financial Inc initiated holding in Moody's Corporation. The purchase prices were between $165.09 and $285.31, with an estimated average price of $243.72. The stock is now traded at around $251.23. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,930 shares as of .

New Purchase: SPDR Series Trust Portfolio S&P 500 Value (SPYV)

Key Financial Inc initiated holding in SPDR Series Trust Portfolio S&P 500 Value. The purchase prices were between $22.11 and $35.37, with an estimated average price of $32.22. The stock is now traded at around $28.18. The impact to a portfolio due to this purchase was 0.35%. The holding were 12,516 shares as of .

New Purchase: SPDR Bloomberg Barclays Convertible Securities (CWB)

Key Financial Inc initiated holding in SPDR Bloomberg Barclays Convertible Securities. The purchase prices were between $40.79 and $60.04, with an estimated average price of $54.08. The stock is now traded at around $53.50. The impact to a portfolio due to this purchase was 0.31%. The holding were 6,096 shares as of .

Added: WisdomTree International LargeCap Dividend Fund (DOL)

Key Financial Inc added to a holding in WisdomTree International LargeCap Dividend Fund by 410.16%. The purchase prices were between $32.01 and $49.08, with an estimated average price of $44.04. The stock is now traded at around $37.80. The impact to a portfolio due to this purchase was 6.94%. The holding were 222,298 shares as of .

Added: The Home Depot Inc (HD)

Key Financial Inc added to a holding in The Home Depot Inc by 88.30%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $228.33. The impact to a portfolio due to this purchase was 0.49%. The holding were 5,007 shares as of .

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Key Financial Inc added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 58.93%. The purchase prices were between $68.95 and $107.42, with an estimated average price of $97.23. The stock is now traded at around $89.32. The impact to a portfolio due to this purchase was 0.4%. The holding were 12,457 shares as of .

Added: iShares Russell 2000 (IWM)

Key Financial Inc added to a holding in iShares Russell 2000 by 26.69%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $128.37. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,310 shares as of .

Sold Out: ViacomCBS Inc (0VVB)

Key Financial Inc sold out a holding in ViacomCBS Inc. The sale prices were between $10.5 and $37.8, with an estimated average price of $26.55.



Here is the complete portfolio of Key Financial Inc. Also check out:

1. Key Financial Inc's Undervalued Stocks
2. Key Financial Inc's Top Growth Companies, and
3. Key Financial Inc's High Yield stocks
4. Stocks that Key Financial Inc keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)