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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Karp Capital Management's PFF Position: Q4 2016 in Review

Karp Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2016, closing a stake of 142,010 shares — an estimated $5.61M sold.

Karp Capital Management first reported a position in PFF in Q4 2014 and held it in 8 quarters. The position peaked at $5.79M in Q2 2016. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

Karp Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2016 after selling out during the quarter.
Karp Capital Management sold 142,010 iShares Preferred and Income Securities ETF shares in Q4 2016, an estimated $5.61M.
Karp Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 8 quarters.
Karp Capital Management's iShares Preferred and Income Securities ETF position peaked at $5.79M in Q2 2016.
611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on Karp Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.