Karp Capital Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-188,651	Closed	-$7.11M	–	93
2019 Q4	$7.11M	Buy	188,651 +7,846	+4%	+$289K	1.87%	15
2019 Q3	$6.62M	Buy	180,805 +19,770	+12%	+$710K	1.93%	18
2019 Q2	$5.59M	Buy	+161,035	New	+$5.53M	1.77%	20
2019 Q1	–	Sell	-164,167	Closed	-$5.01M	–	209
2018 Q4	$5.01M	Buy	+164,167	New	+$5.36M	2.39%	11

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Karp Capital Management's FSTA Position: Q1 2020 in Review

Karp Capital Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2020, closing a stake of 188,651 shares — an estimated $7.11M sold.

Karp Capital Management first reported a position in FSTA in Q4 2018 and held it in 4 quarters. The position peaked at $7.11M in Q4 2019. 92 funds tracked by Wall St. Rank hold FSTA as of Q1 2020.

Karp Capital Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2020 after selling out during the quarter.
Karp Capital Management sold 188,651 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2020, an estimated $7.11M.
Karp Capital Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 4 quarters.
Karp Capital Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $7.11M in Q4 2019.
92 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.