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Karp Capital Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Karp Capital Management’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-42,571
Closed -$2.01M – 117
2017
Q3 		$2.01M Buy
42,571
+17,300
+68% +$811K 0.93% 45
2017
Q2 		$1.17M Buy
+25,271
New +$1.11M 0.58% 56

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Karp Capital Management's ENZL Position: Q4 2017 in Review

Karp Capital Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2017, closing a stake of 42,571 shares — an estimated $2.01M sold.

Karp Capital Management first reported a position in ENZL in Q2 2017 and held it in 2 quarters. The position peaked at $2.01M in Q3 2017. 55 funds tracked by Wall St. Rank hold ENZL as of Q4 2017.

  • Karp Capital Management reported no remaining iShares MSCI New Zealand ETF position as of Q4 2017 after selling out during the quarter.
  • Karp Capital Management sold 42,571 iShares MSCI New Zealand ETF shares in Q4 2017, an estimated $2.01M.
  • Karp Capital Management first reported a position in iShares MSCI New Zealand ETF in Q2 2017 and held it in 2 quarters.
  • Karp Capital Management's iShares MSCI New Zealand ETF position peaked at $2.01M in Q3 2017.
  • 55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2017.

Based on Karp Capital Management's 13F filing for Q4 2017, filed 2 Feb 2018.