Karpas Strategies Llc Buys Annaly Capital Management Inc, MPLX LP, Apollo Global Management Inc, Sells Oaktree Capital Group LLC, Apollo Global Management Inc, San Juan Basin Royalty Trust

Author's Avatar
Oct 22, 2019
Article's Main Image
New York, NY, based Investment company Karpas Strategies Llc (Current Portfolio) buys Annaly Capital Management Inc, MPLX LP, Apollo Global Management Inc, Blackstone Mortgage Trust Inc, sells Oaktree Capital Group LLC, Apollo Global Management Inc, San Juan Basin Royalty Trust during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Karpas Strategies Llc. As of 2019Q3, Karpas Strategies Llc owns 109 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of KARPAS STRATEGIES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/karpas+strategies+llc/current-portfolio/portfolio

These are the top 5 holdings of KARPAS STRATEGIES LLC
  1. Johnson & Johnson (JNJ) - 134,670 shares, 7.14% of the total portfolio. Shares reduced by 1.82%
  2. Brookfield Asset Management Inc (BAM) - 283,119 shares, 6.16% of the total portfolio. Shares added by 6.06%
  3. Merck & Co Inc (MRK) - 139,553 shares, 4.82% of the total portfolio.
  4. Magellan Midstream Partners LP (MMP) - 159,610 shares, 4.34% of the total portfolio.
  5. Brookfield Infrastructure Partners LP (BIP) - 203,581 shares, 4.14% of the total portfolio. Shares reduced by 3.55%
New Purchase: Apollo Global Management Inc (AG31)

Karpas Strategies Llc initiated holding in Apollo Global Management Inc. The purchase prices were between $27.85 and $36.98, with an estimated average price of $32.16. The stock is now traded at around $35.62. The impact to a portfolio due to this purchase was 0.39%. The holding were 25,000 shares as of .

Added: Annaly Capital Management Inc (NLY)

Karpas Strategies Llc added to a holding in Annaly Capital Management Inc by 2403.42%. The purchase prices were between $8.19 and $9.67, with an estimated average price of $9. The stock is now traded at around $8.89. The impact to a portfolio due to this purchase was 1.02%. The holding were 292,900 shares as of .

Added: MPLX LP (MPLX)

Karpas Strategies Llc added to a holding in MPLX LP by 82.28%. The purchase prices were between $26.48 and $32.51, with an estimated average price of $29.33. The stock is now traded at around $27.20. The impact to a portfolio due to this purchase was 0.68%. The holding were 130,812 shares as of .

Added: Blackstone Mortgage Trust Inc (BXMT)

Karpas Strategies Llc added to a holding in Blackstone Mortgage Trust Inc by 35.04%. The purchase prices were between $34.66 and $36.47, with an estimated average price of $35.54. The stock is now traded at around $36.38. The impact to a portfolio due to this purchase was 0.06%. The holding were 15,800 shares as of .

Sold Out: Oaktree Capital Group LLC (OAK)

Karpas Strategies Llc sold out a holding in Oaktree Capital Group LLC. The sale prices were between $49.71 and $53.72, with an estimated average price of $51.44.

Sold Out: Apollo Global Management Inc (APO)

Karpas Strategies Llc sold out a holding in Apollo Global Management Inc. The sale prices were between $31.11 and $40.96, with an estimated average price of $36.4.

Sold Out: San Juan Basin Royalty Trust (SJT)

Karpas Strategies Llc sold out a holding in San Juan Basin Royalty Trust. The sale prices were between $2.24 and $3.78, with an estimated average price of $2.88.



Here is the complete portfolio of KARPAS STRATEGIES LLC. Also check out:

1. KARPAS STRATEGIES LLC's Undervalued Stocks
2. KARPAS STRATEGIES LLC's Top Growth Companies, and
3. KARPAS STRATEGIES LLC's High Yield stocks
4. Stocks that KARPAS STRATEGIES LLC keeps buying