Karp Capital Management’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-600	Closed	-$32K	–	179
2015 Q3	$32K	Hold	600	–	–	0.02%	200
2015 Q2	$31K	Hold	600	–	–	0.02%	209
2015 Q1	$34K	Hold	600	–	–	0.02%	202
2014 Q4	$35K	Buy	+600	New	+$34K	0.03%	185

Other funds holding IDU

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Karp Capital Management sold out of iShares US Utilities ETF (IDU) in Q4 2015, closing a stake of 600 shares — an estimated $32K sold.

Karp Capital Management first reported a position in IDU in Q4 2014 and held it in 4 quarters. The position peaked at $35K in Q4 2014. 117 funds tracked by Wall St. Rank hold IDU as of Q4 2015.

Karp Capital Management reported no remaining iShares US Utilities ETF position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 600 iShares US Utilities ETF shares in Q4 2015, an estimated $32K.
Karp Capital Management first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's iShares US Utilities ETF position peaked at $35K in Q4 2014.
117 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2015.

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