Tiedemann Trust as of Dec. 31, 2013
Portfolio Holdings for Tiedemann Trust
Tiedemann Trust holds 76 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Consumer Staples Select Sect. SPDR (XLP) | 20.8 | $135M | 3.1M | 42.98 | |
iShares S&P 500 Growth Index (IVW) | 13.1 | $85M | 859k | 98.74 | |
WisdomTree Japan Total Dividend (DXJ) | 6.6 | $43M | 842k | 50.84 | |
SPDR Gold Trust (GLD) | 5.5 | $36M | 308k | 116.12 | |
Credit Suisse Nassau Brh Etn Lkd 30mlp etf | 3.7 | $24M | 771k | 31.41 | |
Enterprise Products Partners (EPD) | 3.7 | $24M | 359k | 66.30 | |
Kinder Morgan Energy Partners | 3.6 | $23M | 287k | 80.66 | |
Doubleline Income Solutions (DSL) | 3.3 | $22M | 1.0M | 21.09 | |
First Trust Energy Income & Gr | 2.7 | $18M | 548k | 32.27 | |
Energy Transfer Equity (ET) | 2.6 | $17M | 206k | 81.74 | |
Spectra Energy Partners | 2.3 | $15M | 326k | 45.35 | |
Plains All American Pipeline (PAA) | 2.1 | $14M | 264k | 51.77 | |
Access Midstream Partners, L.p | 2.1 | $14M | 239k | 56.58 | |
Oneok Partners | 2.0 | $13M | 251k | 52.65 | |
Alliance Resource Partners (ARLP) | 1.8 | $12M | 154k | 77.00 | |
Magellan Midstream Partners | 1.8 | $12M | 185k | 63.27 | |
El Paso Pipeline Partners | 1.5 | $9.8M | 274k | 36.00 | |
Pioneer Natural Resources | 1.4 | $9.1M | 50k | 184.06 | |
Enbridge Energy Partners | 1.4 | $9.0M | 302k | 29.87 | |
Targa Resources Partners | 1.2 | $7.9M | 151k | 52.29 | |
TC Pipelines | 1.2 | $7.7M | 159k | 48.43 | |
Teekay Lng Partners | 1.1 | $7.0M | 165k | 42.71 | |
Vanguard Natural Resources | 1.1 | $6.8M | 232k | 29.52 | |
First Tr Mlp & Energy Income | 1.0 | $6.2M | 310k | 20.01 | |
Williams Companies (WMB) | 0.9 | $5.8M | 150k | 38.56 | |
EV Energy Partners | 0.7 | $4.6M | 135k | 33.93 | |
NuStar Energy | 0.7 | $4.5M | 88k | 50.98 | |
Williams Partners | 0.7 | $4.4M | 87k | 50.86 | |
Western Gas Partners | 0.7 | $4.3M | 69k | 61.69 | |
Nabors Industries | 0.5 | $3.3M | 195k | 16.99 | |
Intel Corporation (INTC) | 0.4 | $2.5M | 96k | 25.95 | |
Western Digital (WDC) | 0.4 | $2.4M | 28k | 83.87 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $2.4M | 25k | 95.08 | |
Ford Motor Company (F) | 0.4 | $2.4M | 156k | 15.43 | |
Jabil Circuit (JBL) | 0.4 | $2.4M | 139k | 17.44 | |
Best Buy (BBY) | 0.4 | $2.3M | 58k | 39.87 | |
CenturyLink | 0.4 | $2.4M | 74k | 31.84 | |
Computer Sciences Corporation | 0.4 | $2.4M | 42k | 55.86 | |
Hewlett-Packard Company | 0.4 | $2.3M | 84k | 27.97 | |
WellPoint | 0.4 | $2.4M | 26k | 92.35 | |
Staples | 0.4 | $2.4M | 149k | 15.88 | |
Frontier Communications | 0.4 | $2.3M | 502k | 4.65 | |
CF Industries Holdings (CF) | 0.4 | $2.4M | 10k | 232.96 | |
GameStop (GME) | 0.4 | $2.3M | 47k | 49.25 | |
Jp Morgan Alerian Mlp Index | 0.3 | $2.0M | 45k | 45.98 | |
Exxon Mobil Corporation (XOM) | 0.3 | $1.9M | 19k | 101.20 | |
Kayne Anderson MLP Investment (KYN) | 0.2 | $1.6M | 41k | 39.85 | |
Philip Morris International (PM) | 0.2 | $1.3M | 15k | 87.07 | |
Energy Select Sector SPDR (XLE) | 0.2 | $1.2M | 14k | 88.48 | |
Apple (AAPL) | 0.2 | $1.1M | 2.0k | 560.94 | |
Market Vectors Oil Service Etf | 0.2 | $1.1M | 23k | 48.04 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $1.0M | 15k | 67.07 | |
iShares S&P Europe 350 Index (IEV) | 0.1 | $778k | 16k | 47.41 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.1 | $647k | 7.2k | 89.45 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $552k | 9.4k | 58.44 | |
General Electric Company | 0.1 | $586k | 21k | 28.02 | |
ConocoPhillips (COP) | 0.1 | $588k | 8.3k | 70.65 | |
United Technologies Corporation | 0.1 | $528k | 4.6k | 113.74 | |
Chevron Corporation (CVX) | 0.1 | $483k | 3.9k | 124.84 | |
Procter & Gamble Company (PG) | 0.1 | $471k | 5.8k | 81.25 | |
Health Care SPDR (XLV) | 0.1 | $381k | 6.9k | 55.35 | |
Wells Fargo & Company (WFC) | 0.1 | $368k | 8.1k | 45.38 | |
International Business Machines (IBM) | 0.1 | $386k | 2.1k | 187.20 | |
0.1 | $372k | 332.00 | 1120.48 | ||
Phillips 66 (PSX) | 0.1 | $393k | 5.1k | 76.95 | |
Coca-Cola Company (KO) | 0.1 | $345k | 8.4k | 41.25 | |
FedEx Corporation (FDX) | 0.1 | $329k | 2.3k | 143.36 | |
Pfizer (PFE) | 0.1 | $331k | 11k | 30.59 | |
Royal Dutch Shell | 0.1 | $325k | 4.6k | 71.18 | |
Johnson & Johnson (JNJ) | 0.0 | $229k | 2.9k | 77.94 | |
AFLAC Incorporated (AFL) | 0.0 | $240k | 3.6k | 66.57 | |
Energy Transfer Partners | 0.0 | $239k | 4.2k | 57.22 | |
Abbvie (ABBV) | 0.0 | $256k | 2.7k | 95.13 | |
CSX Corporation (CSX) | 0.0 | $225k | 7.8k | 28.74 | |
3M Company (MMM) | 0.0 | $219k | 1.6k | 139.94 | |
Oracle Corporation (ORCL) | 0.0 | $219k | 5.7k | 38.23 |