KS
PT

Karpas Strategies’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Karpas Strategies’s Portfolio PT Stock Details PT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,000
Closed -$55K – 122
2014
Q2 		$55K Hold
15,000
– – 0.03% 119
2014
Q1 		$64K Buy
+15,000
New +$67.2K 0.03% 113

Other funds holding PT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Karpas Strategies's PT Position: Q3 2014 in Review

Karpas Strategies sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q3 2014, closing a stake of 15,000 shares — an estimated $55K sold.

Karpas Strategies first reported a position in PT in Q1 2014 and held it in 2 quarters. The position peaked at $64K in Q1 2014. 65 funds tracked by Wall St. Rank hold PT as of Q3 2014.

  • Karpas Strategies reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q3 2014 after selling out during the quarter.
  • Karpas Strategies sold 15,000 PORTUGAL TELECOM SGPS, S.A. shares in Q3 2014, an estimated $55K.
  • Karpas Strategies first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q1 2014 and held it in 2 quarters.
  • Karpas Strategies's PORTUGAL TELECOM SGPS, S.A. position peaked at $64K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q3 2014.

Based on Karpas Strategies's 13F filing for Q3 2014, filed 12 Nov 2014.