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Koch Industries’s AllianceBernstein AB Stock Holding History

Koch Industries’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,104
Closed -$244K – 7
2018
Q1 		$244K Sell
9,104
-1,889
-17% -$50.4K 0.02% 723
2017
Q4 		$275K Buy
+10,993
New +$278K 0.04% 485

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Koch Industries's AB Position: Q2 2018 in Review

Koch Industries sold out of AllianceBernstein (AB) in Q2 2018, closing a stake of 9,104 shares — an estimated $244K sold.

Koch Industries first reported a position in AB in Q4 2017 and held it in 2 quarters. The position peaked at $275K in Q4 2017. 179 funds tracked by Wall St. Rank hold AB as of Q2 2018.

  • Koch Industries reported no remaining AllianceBernstein position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 9,104 AllianceBernstein shares in Q2 2018, an estimated $244K.
  • Koch Industries first reported a position in AllianceBernstein in Q4 2017 and held it in 2 quarters.
  • Koch Industries's AllianceBernstein position peaked at $275K in Q4 2017.
  • 179 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.