Administrator

0001127544-18-000002.txt : 20180124 0001127544-18-000002.hdr.sgml : 20180124 20180124155439 ACCESSION NUMBER: 0001127544-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180124 DATE AS OF CHANGE: 20180124 EFFECTIVENESS DATE: 20180124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KARPAS STRATEGIES, LLC CENTRAL INDEX KEY: 0001127544 IRS NUMBER: 134074234 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06347 FILM NUMBER: 18545141 BUSINESS ADDRESS: STREET 1: 452 FIFTH AVENUE STREET 2: 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 2122237280 MAIL ADDRESS: STREET 1: 452 FIFTH AVENUE STREET 2: 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 FORMER COMPANY: FORMER CONFORMED NAME: KARPAS STRATEGIES LLC DATE OF NAME CHANGE: 20001031 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001127544 XXXXXXXX 12-31-2017 12-31-2017 KARPAS STRATEGIES, LLC

452 FIFTH AVENUE 14TH FLOOR NEW YORK NY 10018

13F HOLDINGS REPORT 028-06347 N Kitty Lee Administrator 212-223-7280 Kitty Lee New York NY 01-24-2018 0 124 233300 false INFORMATION TABLE 2 inftable.xml 21st Century Fox A COM 90130A101 2472 71584 SH SOLE 69584 0 2000 AT&T Corp COM 00206R102 2216 56991 SH SOLE 56991 0 0 Abbott Labs COM 002824100 348 6100 SH SOLE 6100 0 0 Abbvie Inc COM 00287Y109 242 2500 SH SOLE 2500 0 0 Accenture Plc COM G1150G111 207 1350 SH SOLE 1350 0 0 AllianceBernstein Holdings LP COM 01881G106 388 15475 SH SOLE 15475 0 0 American Express COM 025816109 1514 15250 SH SOLE 15250 0 0 American Natl Ins Co COM 028591105 1629 12700 SH SOLE 12050 0 650 Ameriprise Financial COM 03076c106 258 1520 SH SOLE 1520 0 0 Annaly Capital Mgmt COM 035710409 139 11700 SH SOLE 11700 0 0 Apollo Global Management LLC COM 037612306 837 25000 SH SOLE 25000 0 0 Apple Inc COM 037833100 237 1400 SH SOLE 1400 0 0 BP Plc COM 055622104 754 17940 SH SOLE 17940 0 0 Bank of New York Mellon COM 064058100 1439 26709 SH SOLE 26709 0 0 Berkshire Hathaway CL A COM 084670108 1190 4 SH SOLE 4 0 0 Berkshire Hathaway Cl B COM 084670702 5424 27366 SH SOLE 26258 0 1108 Boeing Co COM 097023105 300 1018 SH SOLE 1018 0 0 Bristol-Myers Squibb COM 110122108 1966 32080 SH SOLE 32080 0 0 Brookfield Asset Management COM 112585104 10829 248710 SH SOLE 245260 0 3450 Brookfield Infra Ptnrs COM G16252101 8503 189748 SH SOLE 185436 0 4312 Brookfield Property Ptnrs LP COM G16249107 6697 302195 SH SOLE 297295 0 4900 Brookfield Renewable Partners COM G16258108 3666 105025 SH SOLE 102550 0 2475 CME Group Inc Cl A COM 12572Q105 730 5000 SH SOLE 5000 0 0 CVS Health COM 126650100 1171 16148 SH SOLE 16148 0 0 Cardinal Health COM 14149Y108 230 3753 SH SOLE 3753 0 0 CenturyLink Inc COM 156700106 2717 162917 SH SOLE 160167 0 2750 Charles Schwab COM 808513105 13195 256855 SH SOLE 256855 0 0 Chevron Corp COM 166764100 2479 19805 SH SOLE 19805 0 0 Chubb Limited COM H1467J104 2435 16665 SH SOLE 16665 0 0 Cimpress NV COM N20146101 8788 73305 SH SOLE 73305 0 0 CitiGroup Inc COM 172967424 2811 37773 SH SOLE 37048 0 725 Coca-Cola Co COM 191216100 1087 23700 SH SOLE 23700 0 0 Colgate-Palmolive COM 194162103 755 10000 SH SOLE 10000 0 0 Comcast Corp Cl A COM 20030N101 4813 120183 SH SOLE 116233 0 3950 ConocoPhillips COM 20825C104 1344 24487 SH SOLE 24487 0 0 Crimson Wine Group COM 22662X100 158 14781 SH SOLE 14681 0 100 Deere & Co COM 244199105 203 1300 SH SOLE 1300 0 0 Discovery Commun Ser C COM 25470F302 286 13515 SH SOLE 13515 0 0 Duke Energy Corp COM 26441C204 510 6068 SH SOLE 6068 0 0 Eastgroup Properties COM 277276101 1103 12475 SH SOLE 12475 0 0 Enbridge Energy Management LLC COM 29250X103 2475 184815 SH SOLE 182741 0 2074 Enbridge Inc. COM 29250N105 416 10626 SH SOLE 10626 0 0 Enstar Group Ltd COM G3075P101 1132 5640 SH SOLE 5340 0 300 Ethan Allen Interiors COM 297602104 250 8750 SH SOLE 8750 0 0 Exxon Mobil Corp COM 30231G102 3792 45333 SH SOLE 45333 0 0 First Natl of Nebraska Inc COM 335720108 4080 510 SH SOLE 510 0 0 Forest City Realty Tr COM 345605109 233 9675 SH SOLE 7575 0 2100 General Electric COM 369604103 2114 121155 SH SOLE 120655 0 500 HSBC Holdings Plc COM 404280406 1405 27200 SH SOLE 27200 0 0 Hamilton Beach Brand CL A COM 40701T104 253 9840 SH SOLE 9540 0 300 Hamilton Beach Brand CL B COM 40701T203 253 9840 SH SOLE 9540 0 300 Hartford Finl Svcs Group COM 416515104 281 5000 SH SOLE 5000 0 0 Honeywell Intl COM 438516106 2147 14000 SH SOLE 14000 0 0 Howard Hughes Corp COM 44267D107 1424 10850 SH SOLE 10550 0 300 Hyatt Hotels Corp COM 448579011 213 2900 SH SOLE 2900 0 0 Hyster-Yale MH Inc COM 449172105 1290 15145 SH SOLE 14545 0 600 Intl Bus Machines COM 459200101 432 2815 SH SOLE 2815 0 0 JPMorgan Chase COM 46625H100 1649 15417 SH SOLE 15417 0 0 Johnson & Johnson COM 478160104 19417 138970 SH SOLE 138970 0 0 Kinder Morgan Inc COM 49456B101 911 50437 SH SOLE 48075 0 2362 Leucadia Natl Corp COM 527288104 3420 129119 SH SOLE 128369 0 750 Liberty Broadband CL C COM 530307305 448 5263 SH SOLE 5263 0 0 Liberty Global Cl A COM G5480U104 744 20772 SH SOLE 20772 0 0 Liberty Global Ser C COM G5480U120 4570 135044 SH SOLE 132444 0 2600 Liberty Interactive CP Aser A COM 53071M880 237 4374 SH SOLE 4374 0 0 Liberty Interactive Ser A COM 53071M104 694 28417 SH SOLE 28417 0 0 Liberty LiLAC Group CL C COM G5480U153 394 19786 SH SOLE 19332 0 454 Liberty Sirius SER A COM 531229409 318 8023 SH SOLE 8023 0 0 Liberty Sirius SER C COM 531229607 636 16046 SH SOLE 16046 0 0 Lockheed Martin COM 539831099 285 889 SH SOLE 889 0 0 MPLX LP COM 55336V100 1485 41871 SH SOLE 40781 0 1090 Magellan Midstream Ptnrs LP COM 559080106 11056 155846 SH SOLE 154392 0 1454 Manulife Financial Corp COM 56501R106 250 12000 SH SOLE 12000 0 0 Markel Corp COM 570535104 795 698 SH SOLE 698 0 0 Marriott Intl Inc COM 571903202 1629 12000 SH SOLE 12000 0 0 Martin Marietta Mtrl COM 573284106 827 3740 SH SOLE 3440 0 300 McDonald's Corp COM 580135101 602 3500 SH SOLE 3500 0 0 Merck & Co COM 58933Y105 7843 139388 SH SOLE 139388 0 0 Microsoft Corp COM 594918104 2062 24110 SH SOLE 24110 0 0 Mondelez Intl Inc COM 609207105 317 7400 SH SOLE 7400 0 0 Nacco Inds Inc COM 629579103 370 9840 SH SOLE 9540 0 300 National Aust Bank COM 632525408 527 46000 SH SOLE 46000 0 0 News Corp Ltd Cl A COM 65249B109 280 17293 SH SOLE 16793 0 500 Nextera Energy Inc COM 65339F101 717 4588 SH SOLE 4588 0 0 Oneok Inc COM 682680103 4299 80422 SH SOLE 80422 0 0 PepsiCo Inc COM 713448108 450 3750 SH SOLE 3750 0 0 Pfizer Inc COM 717081103 4002 110491 SH SOLE 108141 0 2350 Phillips 66 COM 718546104 799 7896 SH SOLE 7896 0 0 Procter & Gamble Co COM 742718109 612 6657 SH SOLE 6657 0 0 Rayonier Inc COM 754907103 2725 86149 SH SOLE 86149 0 0 Royal Dutch Shell COM 780259206 697 10452 SH SOLE 10452 0 0 San Juan Basin Royalty Trust COM 798241105 194 23575 SH SOLE 20575 0 3000 Sealed Air Corp COM 81211K100 227 4600 SH SOLE 4600 0 0 Shaw Communications COM 82028K200 365 16000 SH SOLE 16000 0 0 Suncor Energy Inc COM 867224107 433 11800 SH SOLE 11800 0 0 Texas Instruments COM 882508104 4996 47835 SH SOLE 47835 0 0 Time Warner Inc COM 887317303 389 4254 SH SOLE 4254 0 0 Toronto-Dominion Bank COM 891160509 394 6726 SH SOLE 6726 0 0 Travelers Companies COM 89417E109 902 6650 SH SOLE 6650 0 0 Triton Intl Ltd COM G9078F107 567 15150 SH SOLE 14650 0 500 UDR Inc COM 902653104 327 8495 SH SOLE 8495 0 0 US Bancorp COM 902973304 3848 71821 SH SOLE 71821 0 0 USG Corp COM 903293405 3144 81525 SH SOLE 79125 0 2400 Verizon Comm COM 92343V104 416 7861 SH SOLE 7061 0 800 WP Carey Inc COM 92936U109 5309 77050 SH SOLE 75975 0 1075 WPX Energy Inc COM 98212B103 320 22766 SH SOLE 22766 0 0 Walt Disney Co COM 254687106 3817 35505 SH SOLE 35505 0 0 Waste Management COM 94106L109 1010 11700 SH SOLE 11700 0 0 Wells Fargo & Co COM 949746101 5478 90295 SH SOLE 90295 0 0 Weyerhaeuser Co COM 962166104 621 17598 SH SOLE 17598 0 0 White Mountains Ins COM G9618E107 683 802 SH SOLE 752 0 50 Williams Companies COM 969457100 279 9150 SH SOLE 9150 0 0 Wyndham Worldwide Corp COM 98310W108 1089 9400 SH SOLE 8900 0 500 XL Group LTD COM G98294104 215 6110 SH SOLE 6110 0 0 Xylem Inc COM 98419M100 213 3118 SH SOLE 2568 0 550 Zimmer Biomet Holdings COM 98956P102 599 4960 SH SOLE 4960 0 0 iShares US Pfd ETF COM 464288687 937 24625 SH SOLE 24225 0 400 DFA International Core Equity MUT 233203371 640 44048 SH SOLE 44048 0 0 Dodge & Cox Intl Stock Fund MUT 256206103 293 6335 SH SOLE 6335 0 0 FPA Crescent Instl MUT 30254T759 228 6584 SH SOLE 0 0 6584 Longleaf Ptnrs International F MUT 543069405 193 11580 SH SOLE 11580 0 0 Oakmark Fund MUT 413838103 295 3497 SH SOLE 3497 0 0 Putnam Global Healthcare Fund MUT 746778109 203 4109 SH SOLE 4109 0 0 Schwab S&P 500 Index Fd MUT 808509855 349 8462 SH SOLE 8462 0 0