KCM
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Karp Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Karp Capital Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-142,010
Closed -$5.61M – 85
2016
Q3 		$5.61M Sell
142,010
-3,009
-2% -$120K 3.59% 2
2016
Q2 		$5.79M Buy
145,019
+81,548
+128% +$3.2M 3.85% 2
2016
Q1 		$2.48M Sell
63,471
-10,223
-14% -$391K 1.71% 23
2015
Q4 		$2.86M Buy
73,694
+6,879
+10% +$268K 1.66% 23
2015
Q3 		$2.58M Buy
66,815
+6,675
+11% +$261K 1.76% 22
2015
Q2 		$2.36M Buy
60,140
+9,793
+19% +$388K 1.59% 23
2015
Q1 		$2.02M Buy
50,347
+2,727
+6% +$109K 1.37% 29
2014
Q4 		$1.84M Buy
+47,620
New +$1.88M 1.34% 25

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return