Karp Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-16	Closed	-$1K	–	231
2018 Q4	$1K	Buy	+16	New	+$798	﹤0.01%	365
2015 Q3	–	Sell	-3,200	Closed	-$143K	–	370
2015 Q2	$143K	Hold	3,200	–	–	0.1%	111
2015 Q1	$162K	Sell	3,200 -200	-6%	-$10.2K	0.11%	105
2014 Q4	$165K	Buy	+3,400	New	+$159K	0.12%	112

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Karp Capital Management's ICF Position: Q1 2019 in Review

Karp Capital Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

Karp Capital Management first reported a position in ICF in Q4 2014 and held it in 4 quarters. The position peaked at $165K in Q4 2014. 307 funds tracked by Wall St. Rank hold ICF as of Q1 2019.

Karp Capital Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 16 iShares Select U.S. REIT ETF shares in Q1 2019, an estimated $1K.
Karp Capital Management first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's iShares Select U.S. REIT ETF position peaked at $165K in Q4 2014.
307 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.