$259 Million is the total value of TIEDEMANN ADVISORS, LLC's 56 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WPZ | Exit | WILLIAMS PARTNERS LP | $0 | – | -9,344 | -100.0% | -0.23% | – |
| PAGP | Exit | PLAINS GROUP HOLDINGS LPunit ltd partn | $0 | – | -20,585 | -100.0% | -0.28% | – |
| TGP | Exit | TEEKAY LNG PARTNERS LPprtnrsp units | $0 | – | -17,017 | -100.0% | -0.31% | – |
| NSH | Exit | NUSTAR GP HOLDINGS LLC UNIT LTDunit ltd partn | $0 | – | -15,695 | -100.0% | -0.32% | – |
| XLE | Exit | ENERGY SELECT SECTOR SPDRsbi int-energy | $0 | – | -8,124 | -100.0% | -0.38% | – |
| NGL | Exit | NGL ENERGY PARTNERS LP | $0 | – | -46,225 | -100.0% | -0.71% | – |
| OKS | Exit | ONEOK PARTNERS LPunit ltd partn | $0 | – | -46,465 | -100.0% | -1.05% | – |
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 2016-01-28
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.