Koch Industries’s Kestrel Group KG Stock Holding History

Koch Industries’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,352	Closed	-$176K	–	386
2018 Q1	$176K	Buy	1,352 +782	+137%	+$109K	0.02%	827
2017 Q4	$75K	Buy	+570	New	+$85.3K	0.01%	659
2017 Q3	–	Sell	-567	Closed	-$126K	–	531
2017 Q2	$126K	Buy	+567	New	+$132K	0.03%	451

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Koch Industries's KG Position: Q2 2018 in Review

Koch Industries sold out of Kestrel Group (KG) in Q2 2018, closing a stake of 1,352 shares — an estimated $176K sold.

Koch Industries first reported a position in KG in Q2 2017 and held it in 3 quarters. The position peaked at $176K in Q1 2018. 149 funds tracked by Wall St. Rank hold KG as of Q2 2018.

Koch Industries reported no remaining Kestrel Group position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 1,352 Kestrel Group shares in Q2 2018, an estimated $176K.
Koch Industries first reported a position in Kestrel Group in Q2 2017 and held it in 3 quarters.
Koch Industries's Kestrel Group position peaked at $176K in Q1 2018.
149 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2018.

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