Karp Capital Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-57,171	Closed	-$2.93M	–	109
2019 Q1	$2.93M	Buy	57,171 +2,670	+5%	+$133K	1.04%	40
2018 Q4	$2.56M	Sell	54,501 -4,377	-7%	-$224K	1.22%	32
2018 Q3	$3.29M	Sell	58,878 -1,482	-2%	-$81K	1.13%	34
2018 Q2	$3.04M	Buy	60,360 +52,860	+705%	+$2.62M	1.2%	36
2018 Q1	$369K	Hold	7,500	–	–	0.15%	104
2017 Q4	$386K	Hold	7,500	–	–	0.16%	101
2017 Q3	$391K	Sell	7,500 -825	-10%	-$42.4K	0.18%	94
2017 Q2	$430K	Sell	8,325 -360	-4%	-$18.2K	0.21%	83
2017 Q1	$437K	Hold	8,685	–	–	0.25%	74
2016 Q4	$409K	Sell	8,685 -225	-3%	-$10.7K	0.27%	68
2016 Q3	$444K	Hold	8,910	–	–	0.28%	70
2016 Q2	$429K	Sell	8,910 -8,100	-48%	-$385K	0.29%	67
2016 Q1	$777K	Sell	17,010 -5,565	-25%	-$260K	0.54%	58
2015 Q4	$1.22M	Sell	22,575 -9,945	-31%	-$523K	0.71%	54
2015 Q3	$1.6M	Buy	32,520 +10,890	+50%	+$624K	1.1%	35
2015 Q2	$1.26M	Buy	21,630 +960	+5%	+$56.1K	0.85%	41
2015 Q1	$1.19M	Buy	20,670 +300	+1%	+$16.4K	0.81%	42
2014 Q4	$1.03M	Buy	+20,370	New	+$993K	0.75%	43

Other funds holding IHE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Karp Capital Management's IHE Position: Q2 2019 in Review

Karp Capital Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2019, closing a stake of 57,171 shares — an estimated $2.93M sold.

Karp Capital Management first reported a position in IHE in Q4 2014 and held it in 18 quarters. The position peaked at $3.29M in Q3 2018. 87 funds tracked by Wall St. Rank hold IHE as of Q2 2019.

Karp Capital Management reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Karp Capital Management sold 57,171 iShares US Pharmaceuticals ETF shares in Q2 2019, an estimated $2.93M.
Karp Capital Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2014 and held it in 18 quarters.
Karp Capital Management's iShares US Pharmaceuticals ETF position peaked at $3.29M in Q3 2018.
87 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2019.

Based on Karp Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.