KCM
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Karp Capital Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Karp Capital Management’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-148,445
Closed -$4.74M – 105
2019
Q1 		$4.74M Buy
148,445
+25,424
+21% +$794K 1.69% 21
2018
Q4 		$3.5M Sell
123,021
-27,510
-18% -$833K 1.67% 20
2018
Q3 		$4.75M Buy
+150,531
New +$4.53M 1.64% 17

Other funds holding FCOM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Karp Capital Management's FCOM Position: Q2 2019 in Review

Karp Capital Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2019, closing a stake of 148,445 shares — an estimated $4.74M sold.

Karp Capital Management first reported a position in FCOM in Q3 2018 and held it in 3 quarters. The position peaked at $4.75M in Q3 2018. 65 funds tracked by Wall St. Rank hold FCOM as of Q2 2019.

  • Karp Capital Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2019 after selling out during the quarter.
  • Karp Capital Management sold 148,445 Fidelity MSCI Communication Services Index ETF shares in Q2 2019, an estimated $4.74M.
  • Karp Capital Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2018 and held it in 3 quarters.
  • Karp Capital Management's Fidelity MSCI Communication Services Index ETF position peaked at $4.75M in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2019.

Based on Karp Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.