KCM
FBG

Karp Capital Management’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

Karp Capital Management’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-797
Closed -$43K – 351
2015
Q3 		$43K Hold
797
– – 0.03% 178
2015
Q2 		$46K Buy
+797
New +$47.3K 0.03% 175

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Karp Capital Management's FBG Position: Q4 2015 in Review

Karp Capital Management sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q4 2015, closing a stake of 797 shares — an estimated $43K sold.

Karp Capital Management first reported a position in FBG in Q2 2015 and held it in 2 quarters. The position peaked at $46K in Q2 2015. 12 funds tracked by Wall St. Rank hold FBG as of Q4 2015.

  • Karp Capital Management reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 797 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q4 2015, an estimated $43K.
  • Karp Capital Management first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q2 2015 and held it in 2 quarters.
  • Karp Capital Management's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $46K in Q2 2015.
  • 12 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.