Karpas Strategies’s Ethan Allen Interiors ETD Stock Holding History

Karpas Strategies’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,750	Closed	-$250K	–	124
2017 Q4	$250K	Hold	8,750	–	–	0.11%	106
2017 Q3	$284K	Sell	8,750 -1,718	-16%	-$52.7K	0.12%	100
2017 Q2	$338K	Hold	10,468	–	–	0.15%	91
2017 Q1	$321K	Hold	10,468	–	–	0.15%	92
2016 Q4	$386K	Hold	10,468	–	–	0.18%	87
2016 Q3	$327K	Hold	10,468	–	–	0.16%	91
2016 Q2	$346K	Hold	10,468	–	–	0.17%	84
2016 Q1	$333K	Hold	10,468	–	–	0.17%	84
2015 Q4	$291K	Hold	10,468	–	–	0.15%	92
2015 Q3	$276K	Hold	10,468	–	–	0.15%	100
2015 Q2	$276K	Hold	10,468	–	–	0.14%	100
2015 Q1	$289K	Hold	10,468	–	–	0.14%	96
2014 Q4	$324K	Hold	10,468	–	–	0.16%	93
2014 Q3	$239K	Hold	10,468	–	–	0.12%	106
2014 Q2	$259K	Hold	10,468	–	–	0.13%	99
2014 Q1	$266K	Hold	10,468	–	–	0.14%	96
2013 Q4	$318K	Hold	10,468	–	–	0.18%	88
2013 Q3	$292K	Hold	10,468	–	–	0.17%	91
2013 Q2	$301K	Buy	+10,468	New	+$324K	0.18%	88

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Karpas Strategies's ETD Position: Q1 2018 in Review

Karpas Strategies sold out of Ethan Allen Interiors (ETD) in Q1 2018, closing a stake of 8,750 shares — an estimated $250K sold.

Karpas Strategies first reported a position in ETD in Q2 2013 and held it in 19 quarters. The position peaked at $386K in Q4 2016. 160 funds tracked by Wall St. Rank hold ETD as of Q1 2018.

Karpas Strategies reported no remaining Ethan Allen Interiors position as of Q1 2018 after selling out during the quarter.
Karpas Strategies sold 8,750 Ethan Allen Interiors shares in Q1 2018, an estimated $250K.
Karpas Strategies first reported a position in Ethan Allen Interiors in Q2 2013 and held it in 19 quarters.
Karpas Strategies's Ethan Allen Interiors position peaked at $386K in Q4 2016.
160 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2018.

Based on Karpas Strategies's 13F filing for Q1 2018, filed 8 May 2018.