TIEDEMANN TRUST CO Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 74
New Positions 17
Increased Positions 41
Decreased Positions 22
Positions with Activity 63
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,179

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

Sector Weighting

Basic Materials
Capital Goods 0.06%
Conglomerates 1.51%
Consumer Cyclical
Consumer/Non-Cyclical 0.26%
Energy 11.18%
Financial 58.21%
Healthcare 0.27%
Services 0.14%
Technology 0.28%
Transportation 0.36%
Utilities 9.45%

74 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 309 309 New 581
3M CO COM 281 New 1,887
ABBOTT LABS COM 270 270 New 5,326
MERCK & CO INC NEW COM 261 New 4,576
CHEVRON CORP NEW COM 256 256 New 2,869
ROYAL DUTCH SHELL PLC SPONS ADR A 246 New 4,566
ISHARES TR CORE US AGGBD ET 226 -1,777 (88.71) 2,070
AFLAC INC COM 222 New 3,605
ALLSTATE CORP COM 213 New 3,120
ISHARES TR U.S. TECH ETF 213 213 New 2,017
CSX CORP COM 196 New 6,431
CONOCOPHILLIPS COM -859 Sold Out 0
EV ENERGY PARTNERS LP COM UNITS -3,061 Sold Out 0
ORACLE CORP COM -191 Sold Out 0


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