Tiedemann Wealth Management Holdings
Latest statistics and disclosures from Tiedemann Wealth Management Holdings's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PowerShares FTSE RAFI US 1000, XLP, IJH, and represent 100.00% of Tiedemann Wealth Management Holdings's stock portfolio.
- Reduced shares in these 10 stocks: PowerShares FTSE RAFI US 1000, IVW, FEN, XLP, DEEP, IJH, , , , VNQ.
- Sold out of its positions in AMZN, DEEP, FEN, ITOT, IVW, AMJ, XLE, VNQ, DXJ.
- Tiedemann Wealth Management Holdings was a net seller of stock by $-22M.
- Tiedemann Wealth Management Holdings has $2.7M in assets under management (AUM), dropping by -89.18%.
- Central Index Key (CIK): 0001432976
Tip: Access up to 7 years of quarterly data
Positions held by Tiedemann Wealth Management Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Tiedemann Wealth Management Holdings
Tiedemann Wealth Management Holdings holds 3 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| PowerShares FTSE RAFI US 1000 | 60.0 | $1.6M | -74% | 16k | 103.36 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 21.2 | $568k | -82% | 10k | 54.98 |
|
| iShares S&P MidCap 400 Index (IJH) | 18.9 | $506k | -77% | 2.9k | 174.06 |
|
Past Filings by Tiedemann Wealth Management Holdings
SEC 13F filings are viewable for Tiedemann Wealth Management Holdings going back to 2016
- Tiedemann Wealth Management Holdings 2017 Q2 filed Aug. 11, 2017
- Tiedemann Wealth Management Holdings 2017 Q1 filed May 8, 2017
- Tiedemann Wealth Management Holdings 2016 Q4 filed Feb. 10, 2017
- Tiedemann Wealth Management Holdings 2016 Q3 filed Nov. 10, 2016