Karp Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-100	Closed	-$9K	–	286
2015 Q3	$9K	Hold	100	–	–	0.01%	275
2015 Q2	$10K	Hold	100	–	–	0.01%	298
2015 Q1	$11K	Hold	100	–	–	0.01%	285
2014 Q4	$11K	Buy	+100	New	+$10.4K	0.01%	278

Other funds holding VIS

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Karp Capital Management's VIS Position: Q4 2015 in Review

Karp Capital Management sold out of Vanguard Industrials ETF (VIS) in Q4 2015, closing a stake of 100 shares — an estimated $9K sold.

Karp Capital Management first reported a position in VIS in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q1 2015. 119 funds tracked by Wall St. Rank hold VIS as of Q4 2015.

Karp Capital Management reported no remaining Vanguard Industrials ETF position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 100 Vanguard Industrials ETF shares in Q4 2015, an estimated $9K.
Karp Capital Management first reported a position in Vanguard Industrials ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's Vanguard Industrials ETF position peaked at $11K in Q1 2015.
119 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.