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Koch Industries’s W.P. Carey WPC Stock Holding History

Koch Industries’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,641
Closed -$342K – 657
2018
Q1 		$342K Buy
+5,641
New +$347K 0.03% 580
2017
Q4 		– Sell
-7,591
Closed -$502K – 782
2017
Q3 		$502K Sell
7,591
-2,774
-27% -$185K 0.12% 158
2017
Q2 		$670K Buy
+10,365
New +$655K 0.18% 77

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Koch Industries's WPC Position: Q2 2018 in Review

Koch Industries sold out of W.P. Carey (WPC) in Q2 2018, closing a stake of 5,641 shares — an estimated $342K sold.

Koch Industries first reported a position in WPC in Q2 2017 and held it in 3 quarters. The position peaked at $670K in Q2 2017. 425 funds tracked by Wall St. Rank hold WPC as of Q2 2018.

  • Koch Industries reported no remaining W.P. Carey position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 5,641 W.P. Carey shares in Q2 2018, an estimated $342K.
  • Koch Industries first reported a position in W.P. Carey in Q2 2017 and held it in 3 quarters.
  • Koch Industries's W.P. Carey position peaked at $670K in Q2 2017.
  • 425 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2018.

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