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KARPAS STRATEGIES, LLC Information

452 FIFTH AVENUE, NEW YORK, New York, 10018, (212) 223-7280

Report Date: 06/30/2019

Position Statistics

Total Positions 124
New Positions 2
Increased Positions 15
Decreased Positions 13
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 242

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 14%
Basic Materials 0.36%
Industrials 10.3%
Consumer Cyclicals 10.07%
Consumer Non-Cyclicals 1.73%
Financials 36.36%
Healthcare 15.66%
Technology 4.26%
Telecommunication Services 3.7%
Utilities 2.66%

3 Sold Out Positions as of 06/30/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBVIE INC COM -169 Sold Out 0
BROOKFIELD BUSINESS PARTNERS L UNIT LTD LP -174 Sold Out 0
NATIONAL FUEL GAS CO N J COM -160 Sold Out 0