Karp Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-32,141	Closed	-$3.22M	–	89
2016 Q4	$3.22M	Sell	32,141 -1,219	-4%	-$115K	2.12%	16
2016 Q3	$3.15M	Sell	33,360 -405	-1%	-$39.3K	2.01%	16
2016 Q2	$3.32M	Buy	33,765 +1,706	+5%	+$158K	2.21%	14
2016 Q1	$2.97M	Buy	32,059 +14,464	+82%	+$1.24M	2.05%	14
2015 Q4	$1.48M	Buy	17,595 +1,270	+8%	+$107K	0.86%	51
2015 Q3	$1.29M	Buy	16,325 +240	+1%	+$20.3K	0.88%	42
2015 Q2	$1.4M	Buy	16,085 +1,445	+10%	+$128K	0.94%	37
2015 Q1	$1.27M	Buy	14,640 +70	+0.5%	+$6.07K	0.86%	40
2014 Q4	$1.23M	Buy	+14,570	New	+$1.26M	0.9%	38

Other funds holding VOX

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Karp Capital Management's VOX Position: Q1 2017 in Review

Karp Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2017, closing a stake of 32,141 shares — an estimated $3.22M sold.

Karp Capital Management first reported a position in VOX in Q4 2014 and held it in 9 quarters. The position peaked at $3.32M in Q2 2016. 155 funds tracked by Wall St. Rank hold VOX as of Q1 2017.

Karp Capital Management reported no remaining Vanguard Communication Services ETF position as of Q1 2017 after selling out during the quarter.
Karp Capital Management sold 32,141 Vanguard Communication Services ETF shares in Q1 2017, an estimated $3.22M.
Karp Capital Management first reported a position in Vanguard Communication Services ETF in Q4 2014 and held it in 9 quarters.
Karp Capital Management's Vanguard Communication Services ETF position peaked at $3.32M in Q2 2016.
155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2017.

Based on Karp Capital Management's 13F filing for Q1 2017, filed 5 May 2017.