Karp Capital Management’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-86,740	Closed	-$4.44M	–	408
2018 Q3	$4.44M	Buy	86,740 +16,400	+23%	+$820K	1.53%	19
2018 Q2	$3.27M	Buy	+70,340	New	+$3.37M	1.29%	30
2017 Q1	–	Sell	-49,324	Closed	-$2.01M	–	85
2016 Q4	$2.01M	Buy	+49,324	New	+$1.91M	1.32%	37
2015 Q4	–	Sell	-1,000	Closed	-$35K	–	192
2015 Q3	$35K	Hold	1,000	–	–	0.02%	195
2015 Q2	$36K	Sell	1,000 -115,116	-99%	-$4.42M	0.02%	199
2015 Q1	$4.55M	Sell	116,116 -3,916	-3%	-$157K	3.08%	3
2014 Q4	$4.94M	Buy	+120,032	New	+$4.72M	3.6%	2

Other funds holding IYT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Karp Capital Management's IYT Position: Q4 2018 in Review

Karp Capital Management sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 86,740 shares — an estimated $4.44M sold.

Karp Capital Management first reported a position in IYT in Q4 2014 and held it in 7 quarters. The position peaked at $4.94M in Q4 2014. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

Karp Capital Management reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
Karp Capital Management sold 86,740 iShares US Transportation ETF shares in Q4 2018, an estimated $4.44M.
Karp Capital Management first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 7 quarters.
Karp Capital Management's iShares US Transportation ETF position peaked at $4.94M in Q4 2014.
130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Karp Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.