TIEDEMANN TRUST CO Information

200 BELLEVUE PARKWAY, WILMINGTON, Delaware, 19809, (302) 656-5644

Report Date: 03/31/2014

Position Statistics

Total Positions 85
New Positions 8
Increased Positions 52
Decreased Positions 13
Positions with Activity 65
Sold Out Positions 2
Total Mkt Value (in $ millions) 809

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.58%
Capital Goods 0.09%
Conglomerates 2.77%
Consumer Cyclical 0.65%
Consumer/Non-Cyclical 0.54%
Energy 18.68%
Financial 48.67%
Healthcare 0.12%
Services 2.26%
Technology 3.04%
Transportation 0.95%
Utilities 18.19%

85 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKSTONE GROUP L P COM UNIT LTD 33 33 New 1,020
BERKSHIRE HATHAWAY INC DEL CL B NEW 23 23 New 177
JUNIPER NETWORKS INC COM 5 5 New 208
ABBVIE INC COM -148 Sold Out 0
KAYNE ANDERSON MLP INVT CO COM -1,603 Sold Out 0


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