$63.6 Million is the total value of TIEDEMANN ADVISORS, LLC's 29 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 92.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DXJ | Sell | WISDOMTREE JAPAN HEDGED EQUITY | $2,356,000 | -10.3% | 47,870 | -4.6% | 3.70% | -31.1% |
| GME | Exit | GAMESTOP CORP-CLASS A | $0 | – | -6,242 | -100.0% | -0.53% | – |
| F | Exit | FORD MOTOR CO | $0 | – | -18,605 | -100.0% | -0.56% | – |
| FTR | Exit | FRONTIER COMMUNICATIONS CORPunit | $0 | – | -43,345 | -100.0% | -0.58% | – |
| WDC | Exit | WESTERN DIGITAL | $0 | – | -3,419 | -100.0% | -0.68% | – |
| JBL | Exit | JABIL CIRCUIT | $0 | – | -16,690 | -100.0% | -0.69% | – |
| HPQ | Exit | HEWLETT PACKARD | $0 | – | -10,108 | -100.0% | -0.73% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -8,828 | -100.0% | -0.74% | – |
| NBR | Exit | NABORS INDUSTRIES | $0 | – | -15,949 | -100.0% | -0.74% | – |
| V107SC | Exit | WELLPOINT INC | $0 | – | -3,071 | -100.0% | -0.75% | – |
| INTC | Exit | INTEL CORP | $0 | – | -11,140 | -100.0% | -0.79% | – |
| KMR | Exit | KINDER MORGAN MGMT LLC SHARES COMMON STOCK | $0 | – | -12,220 | -100.0% | -2.35% | – |
| 2108SC | Exit | EL PASO PIPELINE PARTNERS LP | $0 | – | -31,665 | -100.0% | -2.60% | – |
| 4945SC | Exit | KINDER MORGAN ENERGY PARTNERSut ltd partner | $0 | – | -19,637 | -100.0% | -3.75% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 25.4% |
| ENTERPRISE PRODUCTS PARTNERS | 42 | Q3 2023 | 9.6% |
| ISHARES TR | 42 | Q3 2023 | 23.9% |
| MAGELLAN MIDSTREAM PRTNRS LP | 39 | Q4 2022 | 7.4% |
| KINDER MORGAN INC DEL | 39 | Q4 2022 | 9.2% |
| PLAINS ALL AMER PIPELINE LP | 39 | Q4 2022 | 5.4% |
| SPDR GOLD TRUST - ETF | 37 | Q3 2023 | 5.6% |
| WILLIAMS COS INC DEL | 35 | Q4 2022 | 4.8% |
| INTEL CORPORATION | 35 | Q3 2023 | 1.2% |
| SPDR S&P 500 ETF TR | 34 | Q3 2023 | 21.1% |
View TIEDEMANN ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-15 |
| 13F-NT | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-09 |
View TIEDEMANN ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.