Koch Industries’s WaFd WAFD Stock Holding History

Koch Industries’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,205	Closed	-$277K	–	780
2017 Q3	$277K	Buy	8,205 +1,796	+28%	+$58.4K	0.07%	329
2017 Q2	$213K	Buy	+6,409	New	+$212K	0.06%	400

Other funds holding WAFD

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Koch Industries's WAFD Position: Q4 2017 in Review

Koch Industries sold out of WaFd (WAFD) in Q4 2017, closing a stake of 8,205 shares — an estimated $277K sold.

Koch Industries first reported a position in WAFD in Q2 2017 and held it in 2 quarters. The position peaked at $277K in Q3 2017. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2017.

Koch Industries reported no remaining WaFd position as of Q4 2017 after selling out during the quarter.
Koch Industries sold 8,205 WaFd shares in Q4 2017, an estimated $277K.
Koch Industries first reported a position in WaFd in Q2 2017 and held it in 2 quarters.
Koch Industries's WaFd position peaked at $277K in Q3 2017.
242 funds tracked by Wall St. Rank held WaFd as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.