Karp Capital Management’s Alliance Californa Muni Fd AKP Stock Holding History

Karp Capital Management’s Portfolio AKP Stock Details AKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,181	Closed	-$98K	–	423
2018 Q4	$98K	Buy	+7,181	New	+$95.7K	0.05%	112
2015 Q4	–	Sell	-10,288	Closed	-$141K	–	313
2015 Q3	$141K	Buy	10,288 +3,755	+57%	+$50.4K	0.1%	107
2015 Q2	$88K	Sell	6,533 -2,947	-31%	-$40.7K	0.06%	137
2015 Q1	$132K	Buy	9,480 +4,053	+75%	+$56.1K	0.09%	119
2014 Q4	$74K	Buy	+5,427	New	+$73.8K	0.05%	145

Other funds holding AKP

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

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

Karp Capital Management's AKP Position: Q1 2019 in Review

Karp Capital Management sold out of Alliance Californa Muni Fd (AKP) in Q1 2019, closing a stake of 7,181 shares — an estimated $98K sold.

Karp Capital Management first reported a position in AKP in Q4 2014 and held it in 5 quarters. The position peaked at $141K in Q3 2015. 26 funds tracked by Wall St. Rank hold AKP as of Q1 2019.

Karp Capital Management reported no remaining Alliance Californa Muni Fd position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 7,181 Alliance Californa Muni Fd shares in Q1 2019, an estimated $98K.
Karp Capital Management first reported a position in Alliance Californa Muni Fd in Q4 2014 and held it in 5 quarters.
Karp Capital Management's Alliance Californa Muni Fd position peaked at $141K in Q3 2015.
26 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.