TIEDEMANN ADVISORS, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, TIEDEMANN ADVISORS, LLC opened 91 positions, added to 61, reduced 38 and sold out of 23.
- Q3 2016: Stock JNJ; Country of operation United States; Class COM; Shares before 4,505.
- Q3 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 4,471.
- Q3 2016: Stock COP; Country of operation United States; Class COM; Shares before 7,515.
- Q3 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 18,711.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1483232), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-31); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,505 | 43,523 | +39,018 | $546,000 | $4,962,000 | +$4,416,000 | 2016-11-09 |
|---|
| Q3 2016 | AAPL
APPLE COMPUTER INC | United States | COM | 4,471 | 38,666 | +34,195 | $427,000 | $4,564,000 | +$4,137,000 | 2016-11-09 |
|---|
| Q3 2016 | COP
CONOCO PHILLIPS | United States | COM | 7,515 | 64,150 | +56,635 | $328,000 | $2,682,000 | +$2,354,000 | 2016-11-09 |
|---|
| Q3 2016 | MSFT
MICROSOFT CORP. | United States | COM | 18,711 | 47,274 | +28,563 | $957,000 | $2,877,000 | +$1,920,000 | 2016-11-09 |
|---|
| Q3 2016 | PSX
PHILLIPS 66 COMMON | United States | COM | 4,073 | 22,289 | +18,216 | $323,000 | $2,039,000 | +$1,716,000 | 2016-11-09 |
|---|
| Q3 2016 | CVX
CHEVRON CORP | United States | COM | 3,385 | 12,369 | +8,984 | $355,000 | $1,246,000 | +$891,000 | 2016-11-09 |
|---|
| Q3 2016 | INTC
INTEL CORPORATION | United States | COM | 19,668 | 42,470 | +22,802 | $645,000 | $1,492,000 | +$847,000 | 2016-11-09 |
|---|
| Q3 2016 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 153,912 | 195,095 | +41,183 | $4,503,000 | $5,335,000 | +$832,000 | 2016-11-09 |
|---|
| Q3 2016 | AMT
AMERICAN TOWER CORP COMMON | United States | COM | 2,000 | 8,328 | +6,328 | $227,000 | $972,000 | +$745,000 | 2016-11-09 |
|---|
| Q3 2016 | KMI
KINDER MORGAN INC COMMON STOCK | United States | COM | 119,705 | 129,280 | +9,575 | $2,241,000 | $2,973,000 | +$732,000 | 2016-11-09 |
|---|
| Q3 2016 | ARLP
ALLIANCE RESOURCE PARTNERS LP | United States | UT LTD PART | 52,305 | 57,467 | +5,162 | $824,000 | $1,283,000 | +$459,000 | 2016-11-09 |
|---|
| Q3 2016 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 57,270 | 63,992 | +6,722 | $1,574,000 | $2,015,000 | +$441,000 | 2016-11-09 |
|---|
| Q3 2016 | AMGN
AMGEN INC COM | United States | COM | 8,000 | 9,430 | +1,430 | $1,217,000 | $1,492,000 | +$275,000 | 2016-11-09 |
|---|
| Q3 2016 | KO
COCA-COLA COMPANY | United States | COM | 7,200 | 12,512 | +5,312 | $326,000 | $532,000 | +$206,000 | 2016-11-09 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC COM | | COM | 2,751 | 4,642 | +1,891 | $320,000 | $508,000 | +$188,000 | 2016-11-09 |
|---|
| Q2 2016 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 56,310 | 57,270 | +960 | $1,181,000 | $1,574,000 | +$393,000 | 2016-08-12 |
|---|
| Q2 2016 | AAPL
APPLE COMPUTER INC | United States | COM | 4,469 | 4,471 | +2 | $487,000 | $427,000 | -$60,000 | 2016-08-12 |
|---|
| Q1 2016 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 43,460 | 56,310 | +12,850 | $1,004,000 | $1,181,000 | +$177,000 | 2016-05-05 |
|---|
| Q1 2016 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 151,142 | 154,652 | +3,510 | $3,866,000 | $3,807,000 | -$59,000 | 2016-05-05 |
|---|
| Q1 2016 | AAPL
APPLE COMPUTER INC | United States | COM | 4,459 | 4,469 | +10 | $457,000 | $487,000 | +$30,000 | 2016-05-05 |
|---|
| Q4 2015 | DIS
WALT DISNEY CO. | United States | COM DISNEY | 6,362 | 10,873 | +4,511 | $650,000 | $1,139,000 | +$489,000 | 2016-01-28 |
|---|
| Q4 2015 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 140,542 | 151,142 | +10,600 | $3,499,000 | $3,866,000 | +$367,000 | 2016-01-28 |
|---|
| Q4 2015 | MSFT
MICROSOFT CORP. | United States | COM | 17,260 | 18,711 | +1,451 | $764,000 | $1,038,000 | +$274,000 | 2016-01-28 |
|---|
| Q4 2015 | INTC
INTEL CORPORATION | United States | COM | 16,668 | 19,670 | +3,002 | $502,000 | $678,000 | +$176,000 | 2016-01-28 |
|---|
| Q4 2015 | PG
PROCTER & GAMBLE CO. | United States | COM | 6,443 | 6,643 | +200 | $464,000 | $527,000 | +$63,000 | 2016-01-28 |
|---|
| Q3 2015 | ET
ENERGY TRANSFER EQUITY LP | United States | COM UT LTD PTN | 26,699 | 58,563 | +31,864 | $1,717,000 | $1,218,000 | -$499,000 | 2015-10-21 |
|---|
| Q3 2015 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 44,189 | 51,404 | +7,215 | $1,930,000 | $1,561,000 | -$369,000 | 2015-10-21 |
|---|
| Q3 2015 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 114,872 | 140,542 | +25,670 | $3,438,000 | $3,499,000 | +$61,000 | 2015-10-21 |
|---|
| Q2 2015 | GLD
SPDR GOLD SHARES | United States | COM | 23,057 | 48,815 | +25,758 | $2,621,000 | $5,489,000 | +$2,868,000 | 2015-07-27 |
|---|
| Q2 2015 | NGL
NGL ENERGY PARTNERS LP | United States | COM UT LTD PTN | 38,510 | 44,565 | +6,055 | $1,010,000 | $1,365,000 | +$355,000 | 2015-07-27 |
|---|
| Q2 2015 | ARLP
ALLIANCE RESOURCE PARTNERS LP | United States | UT LTD PART | 56,216 | 61,796 | +5,580 | $1,879,000 | $1,537,000 | -$342,000 | 2015-07-27 |
|---|
| Q2 2015 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 42,799 | 44,189 | +1,390 | $2,087,000 | $1,930,000 | -$157,000 | 2015-07-27 |
|---|
| Q1 2015 | GLD
SPDR GOLD SHARES | United States | COM | 11,652 | 23,057 | +11,405 | $1,323,000 | $2,621,000 | +$1,298,000 | 2015-05-12 |
|---|
| Q1 2015 | WMB
WILLIAMS COS INC | United States | COM | 49,824 | 51,484 | +1,660 | $2,239,000 | $2,604,000 | +$365,000 | 2015-05-12 |
|---|
| Q1 2015 | NGL
NGL ENERGY PARTNERS LP | United States | COM UT LTD PTN | 37,355 | 38,510 | +1,155 | $1,045,000 | $1,010,000 | -$35,000 | 2015-05-12 |
|---|
| Q4 2014 | KMI
KINDER MORGAN INC COMMON STOCK | United States | COM | 19,990 | 119,705 | +99,715 | $766,000 | $5,064,000 | +$4,298,000 | 2015-02-13 |
|---|
| Q4 2014 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 22,414 | 43,584 | +21,170 | $1,319,000 | $2,236,000 | +$917,000 | 2015-02-13 |
|---|
| Q4 2014 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 86,792 | 119,117 | +32,325 | $3,497,000 | $4,302,000 | +$805,000 | 2015-02-13 |
|---|
| Q4 2014 | ARLP
ALLIANCE RESOURCE PARTNERS LP | United States | UT LTD PART | 42,326 | 56,216 | +13,890 | $1,813,000 | $2,420,000 | +$607,000 | 2015-02-13 |
|---|
| Q4 2014 | WMB
WILLIAMS COS INC | United States | COM | 34,461 | 49,824 | +15,363 | $1,907,000 | $2,239,000 | +$332,000 | 2015-02-13 |
|---|
| Q4 2014 | NGL
NGL ENERGY PARTNERS LP | United States | COM UT LTD PTN | 20,410 | 37,355 | +16,945 | $803,000 | $1,045,000 | +$242,000 | 2015-02-13 |
|---|
| Q4 2014 | GLD
SPDR GOLD SHARES | United States | COM | 9,740 | 11,652 | +1,912 | $1,135,000 | $1,323,000 | +$188,000 | 2015-02-13 |
|---|
| Q4 2014 | ET
ENERGY TRANSFER EQUITY LP | United States | COM UT LTD PTN | 27,499 | 30,079 | +2,580 | $1,696,000 | $1,725,000 | +$29,000 | 2015-02-13 |
|---|
| Q3 2014 | GLD
SPDR GOLD SHARES | United States | COM | 5,310 | 9,740 | +4,430 | $679,000 | $1,135,000 | +$456,000 | 2014-11-12 |
|---|
| Q3 2014 | INTC
INTEL CORP | United States | COM | 7,813 | 11,140 | +3,327 | $241,000 | $388,000 | +$147,000 | 2014-11-12 |
|---|
| Q3 2014 | WDC
WESTERN DIGITAL | United States | COM | 2,407 | 3,419 | +1,012 | $222,000 | $331,000 | +$109,000 | 2014-11-12 |
|---|
| Q3 2014 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 43,396 | 86,792 | +43,396 | $3,396,000 | $3,497,000 | +$101,000 | 2014-11-12 |
|---|
| Q3 2014 | WMB
WILLIAMS COS INC | United States | COM | 34,364 | 34,461 | +97 | $1,999,000 | $1,907,000 | -$92,000 | 2014-11-12 |
|---|
| Q3 2014 | JBL
JABIL CIRCUIT | United States | COM | 11,814 | 16,690 | +4,876 | $246,000 | $337,000 | +$91,000 | 2014-11-12 |
|---|
| Q3 2014 | F
FORD MOTOR CO | United States | COM | 13,119 | 18,605 | +5,486 | $226,000 | $276,000 | +$50,000 | 2014-11-12 |
|---|
| Q2 2014 | NGL
NGL ENERGY PARTNERS LP | United States | COM UT LTD PTN | 11,160 | 20,410 | +9,250 | $418,000 | $883,000 | +$465,000 | 2014-07-31 |
|---|
| Q2 2014 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 43,171 | 43,396 | +225 | $2,993,000 | $3,396,000 | +$403,000 | 2014-07-31 |
|---|
| Q2 2014 | ARLP
ALLIANCE RESOURCE PARTNERS LP | United States | UT LTD PART | 20,863 | 42,326 | +21,463 | $1,754,000 | $1,974,000 | +$220,000 | 2014-07-31 |
|---|
| Q2 2014 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 21,774 | 22,414 | +640 | $1,200,000 | $1,345,000 | +$145,000 | 2014-07-31 |
|---|
| Q2 2014 | GLD
SPDR GOLD SHARES | United States | COM | 4,520 | 5,310 | +790 | $558,000 | $679,000 | +$121,000 | 2014-07-31 |
|---|
| Q1 2014 | PAA
PLAINS ALL AMER PIPELINE LP | United States | UNIT LTD PARTN | 11,530 | 21,774 | +10,244 | $596,000 | $1,200,000 | +$604,000 | 2014-04-25 |
|---|
| Q1 2014 | ET
ENERGY TRANSFER EQUITY LP | United States | COM UT LTD PTN | 17,663 | 29,314 | +11,651 | $965,000 | $1,369,000 | +$404,000 | 2014-04-25 |
|---|
| Q1 2014 | ARLP
ALLIANCE RESOURCE PARTNERS LP | United States | UT LTD PART | 19,980 | 20,863 | +883 | $1,537,000 | $1,754,000 | +$217,000 | 2014-04-25 |
|---|
| Q1 2014 | WMB
WILLIAMS COS INC | United States | COM | 34,320 | 37,364 | +3,044 | $1,322,000 | $1,393,000 | +$71,000 | 2014-04-25 |
|---|
| Q3 2013 | KMI
KINDER MORGAN INC COMMON STOCK | United States | COM | 37,990 | 43,708 | +5,718 | $1,449,000 | $1,807,000 | +$358,000 | 2013-11-12 |
|---|
| Q3 2013 | EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM UT LTD PTN | 64,855 | 69,340 | +4,485 | $4,030,000 | $4,232,000 | +$202,000 | 2013-11-12 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |