Koch Industries’s Factset FDS Stock Holding History

Koch Industries’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,185	Closed	-$635K	–	218
2018 Q1	$635K	Buy	3,185 +2,034	+177%	+$411K	0.06%	287
2017 Q4	$222K	Buy	+1,151	New	+$221K	0.03%	586

Other funds holding FDS

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ACM

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

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

Koch Industries's FDS Position: Q2 2018 in Review

Koch Industries sold out of Factset (FDS) in Q2 2018, closing a stake of 3,185 shares — an estimated $635K sold.

Koch Industries first reported a position in FDS in Q4 2017 and held it in 2 quarters. The position peaked at $635K in Q1 2018. 421 funds tracked by Wall St. Rank hold FDS as of Q2 2018.

Koch Industries reported no remaining Factset position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 3,185 Factset shares in Q2 2018, an estimated $635K.
Koch Industries first reported a position in Factset in Q4 2017 and held it in 2 quarters.
Koch Industries's Factset position peaked at $635K in Q1 2018.
421 funds tracked by Wall St. Rank held Factset as of Q2 2018.

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