Koch Industries’s Broadridge BR Stock Holding History

Koch Industries’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6,796	Closed	-$745K	–	91
2018 Q1	$745K	Buy	6,796 +3,803	+127%	+$378K	0.08%	222
2017 Q4	$271K	Sell	2,993 -765	-20%	-$66.7K	0.04%	492
2017 Q3	$304K	Buy	+3,758	New	+$289K	0.07%	299

Other funds holding BR

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koch Industries's BR Position: Q2 2018 in Review

Koch Industries sold out of Broadridge (BR) in Q2 2018, closing a stake of 6,796 shares — an estimated $745K sold.

Koch Industries first reported a position in BR in Q3 2017 and held it in 3 quarters. The position peaked at $745K in Q1 2018. 682 funds tracked by Wall St. Rank hold BR as of Q2 2018.

Koch Industries reported no remaining Broadridge position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 6,796 Broadridge shares in Q2 2018, an estimated $745K.
Koch Industries first reported a position in Broadridge in Q3 2017 and held it in 3 quarters.
Koch Industries's Broadridge position peaked at $745K in Q1 2018.
682 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

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