Karp Capital Management’s iShares US Insurance ETF IAK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,565	Closed	-$125K	–	178
2015 Q3	$125K	Buy	+2,565	New	+$131K	0.09%	116
2015 Q1	–	Sell	-46,789	Closed	-$2.34M	–	365
2014 Q4	$2.34M	Buy	+46,789	New	+$2.26M	1.7%	17

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

Karp Capital Management sold out of iShares US Insurance ETF (IAK) in Q4 2015, closing a stake of 2,565 shares — an estimated $125K sold.

Karp Capital Management first reported a position in IAK in Q4 2014 and held it in 2 quarters. The position peaked at $2.34M in Q4 2014. 36 funds tracked by Wall St. Rank hold IAK as of Q4 2015.

Karp Capital Management reported no remaining iShares US Insurance ETF position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 2,565 iShares US Insurance ETF shares in Q4 2015, an estimated $125K.
Karp Capital Management first reported a position in iShares US Insurance ETF in Q4 2014 and held it in 2 quarters.
Karp Capital Management's iShares US Insurance ETF position peaked at $2.34M in Q4 2014.
36 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2015.

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