Koch Industries’s Ares Capital ARCC Stock Holding History

Koch Industries’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-57,796	Closed	-$909K	–	878
2017 Q4	$909K	Buy	57,796 +6,806	+13%	+$111K	0.13%	74
2017 Q3	$836K	Buy	50,990 +1,423	+3%	+$23K	0.2%	66
2017 Q2	$812K	Buy	49,567 +37,914	+325%	+$639K	0.22%	56
2017 Q1	$203K	Buy	+11,653	New	+$201K	0.17%	228

Other funds holding ARCC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Koch Industries's ARCC Position: Q1 2018 in Review

Koch Industries sold out of Ares Capital (ARCC) in Q1 2018, closing a stake of 57,796 shares — an estimated $909K sold.

Koch Industries first reported a position in ARCC in Q1 2017 and held it in 4 quarters. The position peaked at $909K in Q4 2017. 441 funds tracked by Wall St. Rank hold ARCC as of Q1 2018.

Koch Industries reported no remaining Ares Capital position as of Q1 2018 after selling out during the quarter.
Koch Industries sold 57,796 Ares Capital shares in Q1 2018, an estimated $909K.
Koch Industries first reported a position in Ares Capital in Q1 2017 and held it in 4 quarters.
Koch Industries's Ares Capital position peaked at $909K in Q4 2017.
441 funds tracked by Wall St. Rank held Ares Capital as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.