Koch Industries’s UBS Group UBS Stock Holding History

Koch Industries’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,791	Closed	-$208K	–	612
2018 Q1	$208K	Buy	+11,791	New	+$224K	0.02%	791

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Koch Industries's UBS Position: Q2 2018 in Review

Koch Industries sold out of UBS Group (UBS) in Q2 2018, closing a stake of 11,791 shares — an estimated $208K sold.

Koch Industries first reported a position in UBS in Q1 2018 and held it in 1 quarter. The position peaked at $208K in Q1 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

Koch Industries reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 11,791 UBS Group shares in Q2 2018, an estimated $208K.
Koch Industries first reported a position in UBS Group in Q1 2018 and held it in 1 quarter.
Koch Industries's UBS Group position peaked at $208K in Q1 2018.
299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

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