Koch Industries’s S&P Global SPGI Stock Holding History

Koch Industries’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,793	Closed	-$365K	–	542
2017 Q1	$365K	Buy	+2,793	New	+$347K	0.31%	72

Other funds holding SPGI

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koch Industries's SPGI Position: Q2 2017 in Review

Koch Industries sold out of S&P Global (SPGI) in Q2 2017, closing a stake of 2,793 shares — an estimated $365K sold.

Koch Industries first reported a position in SPGI in Q1 2017 and held it in 1 quarter. The position peaked at $365K in Q1 2017. 752 funds tracked by Wall St. Rank hold SPGI as of Q2 2017.

Koch Industries reported no remaining S&P Global position as of Q2 2017 after selling out during the quarter.
Koch Industries sold 2,793 S&P Global shares in Q2 2017, an estimated $365K.
Koch Industries first reported a position in S&P Global in Q1 2017 and held it in 1 quarter.
Koch Industries's S&P Global position peaked at $365K in Q1 2017.
752 funds tracked by Wall St. Rank held S&P Global as of Q2 2017.

Based on Koch Industries's 13F filing for Q2 2017, filed 15 Aug 2017.