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Karp Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Karp Capital Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-31,383
Closed -$1.2M – 96
2015
Q4 		$1.2M Buy
31,383
+1,600
+5% +$63.7K 0.7% 55
2015
Q3 		$1.18M Buy
29,783
+950
+3% +$40.4K 0.81% 45
2015
Q2 		$1.22M Sell
28,833
-75
-0.3% -$3.46K 0.82% 44
2015
Q1 		$1.35M Buy
28,908
+350
+1% +$16.4K 0.92% 37
2014
Q4 		$1.34M Buy
+28,558
New +$1.4M 0.97% 36

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Karp Capital Management's REM Position: Q1 2016 in Review

Karp Capital Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2016, closing a stake of 31,383 shares — an estimated $1.2M sold.

Karp Capital Management first reported a position in REM in Q4 2014 and held it in 5 quarters. The position peaked at $1.35M in Q1 2015. 103 funds tracked by Wall St. Rank hold REM as of Q1 2016.

  • Karp Capital Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Karp Capital Management sold 31,383 iShares Mortgage Real Estate ETF shares in Q1 2016, an estimated $1.2M.
  • Karp Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's iShares Mortgage Real Estate ETF position peaked at $1.35M in Q1 2015.
  • 103 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2016.

Based on Karp Capital Management's 13F filing for Q1 2016, filed 5 May 2016.