Karp Capital Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-85,751	Closed	-$2.89M	–	93
2020 Q2	$2.89M	Buy	+85,751	New	+$2.76M	0.8%	47
2015 Q2	–	Sell	-11,750	Closed	-$862K	–	381
2015 Q1	$862K	Buy	11,750 +2,390	+26%	+$172K	0.58%	48
2014 Q4	$669K	Buy	+9,360	New	+$715K	0.49%	59

Other funds holding IEO

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Karp Capital Management's IEO Position: Q3 2020 in Review

Karp Capital Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2020, closing a stake of 85,751 shares — an estimated $2.89M sold.

Karp Capital Management first reported a position in IEO in Q4 2014 and held it in 3 quarters. The position peaked at $2.89M in Q2 2020. 73 funds tracked by Wall St. Rank hold IEO as of Q3 2020.

Karp Capital Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
Karp Capital Management sold 85,751 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $2.89M.
Karp Capital Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2014 and held it in 3 quarters.
Karp Capital Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.89M in Q2 2020.
73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on Karp Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.