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Tiedemann Wealth Management, Llc Buys SPDR S&P 500, Vanguard Total Stock Market, ...

Tiedemann Wealth Management, Llc

  • New Purchases: OKE , TEGP , EFV , NGG, ES, PXF, EBAY, GE, SRCL, LKQ,
  • Added Positions:SPY, VTI, TRP, KMI, MOH, EQM, ESRX, BPL, MMP, ITOT,
  • Reduced Positions:MO, XOM, MDXG, TEP, TJX, JNJ, AAPL, GOOGL, JPM, C,
  • Sold Out:ETP, SBPH, ANDX, EW, SCG, UPS, KR, MCK, FAST, TSCO,

For the details of TIEDEMANN WEALTH MANAGEMENT, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TIEDEMANN+WEALTH+MANAGEMENT%2C+LLC

These are the top 5 holdings of TIEDEMANN WEALTH MANAGEMENT, LLC

  1. Molina Healthcare Inc ( MOH ) - 1,416,113 shares, 8.24% of the total portfolio. Shares added by 5.97%
  2. iShares Core Moderate Allocation ( AOM ) - 1,740,114 shares, 6.59% of the total portfolio. Shares reduced by 1.14%
  3. iShares Core S&P Total U.S. Stock Market ( ITOT ) - 880,030 shares, 5.06% of the total portfolio. Shares added by 3.00%
  4. Enterprise Products Partners LP ( EPD ) - 1,543,184 shares, 4.09% of the total portfolio. Shares added by 0.88%
  5. Atmos Energy Corp ( ATO ) - 16,414 shares, 3.31% of the total portfolio. Shares added by 1.68%

New Purchase: ONEOK Inc (OKE)

Tiedemann Wealth Management, Llc initiated holdings in ONEOK Inc. The purchase prices were between $50.36 and $56.88, with an estimated average price of $54.03. The stock is now traded at around $50.02. The impact to the portfolio due to this purchase was 0.65%. The holdings were 118,360 shares as of 2017-09-30.

New Purchase: Tallgrass Energy GP LP (TEGP)

Tiedemann Wealth Management, Llc initiated holdings in Tallgrass Energy GP LP. The purchase prices were between $23.69 and $28.25, with an estimated average price of $25.89. The stock is now traded at around $22.75. The impact to the portfolio due to this purchase was 0.5%. The holdings were 210,361 shares as of 2017-09-30.

New Purchase: iShares MSCI EAFE Value (EFV)

Tiedemann Wealth Management, Llc initiated holdings in iShares MSCI EAFE Value. The purchase prices were between $51.61 and $54.6, with an estimated average price of $53.07. The stock is now traded at around $54.87. The impact to the portfolio due to this purchase was 0.48%. The holdings were 88,595 shares as of 2017-09-30.

New Purchase: National Grid PLC (NGG)

Tiedemann Wealth Management, Llc initiated holdings in National Grid PLC. The purchase prices were between $60.41 and $65.38, with an estimated average price of $63.15. The stock is now traded at around $59.13. The impact to the portfolio due to this purchase was 0.44%. The holdings were 70,964 shares as of 2017-09-30.

New Purchase: Eversource Energy (ES)

Tiedemann Wealth Management, Llc initiated holdings in Eversource Energy. The purchase prices were between $59.82 and $64.11, with an estimated average price of $61.69. The stock is now traded at around $64.42. The impact to the portfolio due to this purchase was 0.27%. The holdings were 45,260 shares as of 2017-09-30.

New Purchase: PowerShares FTSE RAFI Developed Markets ex-U.S. Po (PXF)

Tiedemann Wealth Management, Llc initiated holdings in PowerShares FTSE RAFI Developed Markets ex-U.S. Po. The purchase prices were between $41.6 and $44.13, with an estimated average price of $42.99. The stock is now traded at around $44.75. The impact to the portfolio due to this purchase was 0.24%. The holdings were 54,930 shares as of 2017-09-30.

Added: SPDR S&P 500 (SPY)

Tiedemann Wealth Management, Llc added to the holdings in SPDR S&P 500 by 136.39%. The purchase prices were between $240.55 and $251.23, with an estimated average price of $246.49. The stock is now traded at around $260.23. The impact to the portfolio due to this purchase was 1.17%. The holdings were 81,067 shares as of 2017-09-30.

Added: Vanguard Total Stock Market (VTI)

Tiedemann Wealth Management, Llc added to the holdings in Vanguard Total Stock Market by 3566.48%. The purchase prices were between $123.66 and $129.52, with an estimated average price of $126.62. The stock is now traded at around $133.97. The impact to the portfolio due to this purchase was 1.14%. The holdings were 90,452 shares as of 2017-09-30.

Added: TransCanada Corp (TRP)

Tiedemann Wealth Management, Llc added to the holdings in TransCanada Corp by 734.14%. The purchase prices were between $47.75 and $51.78, with an estimated average price of $50.2. The stock is now traded at around $49.74. The impact to the portfolio due to this purchase was 0.81%. The holdings were 184,137 shares as of 2017-09-30.

Added: Kinder Morgan Inc (KMI)

Tiedemann Wealth Management, Llc added to the holdings in Kinder Morgan Inc by 302.81%. The purchase prices were between $18.4 and $20.69, with an estimated average price of $19.48. The stock is now traded at around $16.96. The impact to the portfolio due to this purchase was 0.65%. The holdings were 446,951 shares as of 2017-09-30.

Added: EQT Midstream Partners LP (EQM)

Tiedemann Wealth Management, Llc added to the holdings in EQT Midstream Partners LP by 25.77%. The purchase prices were between $72.36 and $78.07, with an estimated average price of $75.26. The stock is now traded at around $66.85. The impact to the portfolio due to this purchase was 0.36%. The holdings were 232,676 shares as of 2017-09-30.

Added: Express Scripts Holding Co (ESRX)

Tiedemann Wealth Management, Llc added to the holdings in Express Scripts Holding Co by 436.78%. The purchase prices were between $60.3 and $63.92, with an estimated average price of $62.16. The stock is now traded at around $61.47. The impact to the portfolio due to this purchase was 0.31%. The holdings were 53,394 shares as of 2017-09-30.

Sold Out: Energy Transfer Partners LP (ETP)

Tiedemann Wealth Management, Llc sold out the holdings in Energy Transfer Partners LP. The sale prices were between $17.96 and $21.35, with an estimated average price of $19.43.

Sold Out: Spring Bank Pharmaceuticals Inc (SBPH)

Tiedemann Wealth Management, Llc sold out the holdings in Spring Bank Pharmaceuticals Inc. The sale prices were between $11.85 and $16.71, with an estimated average price of $14.29.

Sold Out: Andeavor Logistics LP (ANDX)

Tiedemann Wealth Management, Llc sold out the holdings in Andeavor Logistics LP. The sale prices were between $46.82 and $54.1, with an estimated average price of $49.98.

Sold Out: Edwards Lifesciences Corp (EW)

Tiedemann Wealth Management, Llc sold out the holdings in Edwards Lifesciences Corp. The sale prices were between $108.87 and $119.58, with an estimated average price of $114.55.

Sold Out: SCANA Corp (SCG)

Tiedemann Wealth Management, Llc sold out the holdings in SCANA Corp. The sale prices were between $48.49 and $67.56, with an estimated average price of $61.4.

Sold Out: United Parcel Service Inc (UPS)

Tiedemann Wealth Management, Llc sold out the holdings in United Parcel Service Inc. The sale prices were between $107.79 and $120.09, with an estimated average price of $113.65.

Reduced: Altria Group Inc (MO)

Tiedemann Wealth Management, Llc reduced to the holdings in Altria Group Inc by 90.05%. The sale prices were between $61.22 and $74.61, with an estimated average price of $66.73. The stock is now traded at around $65.07. The impact to the portfolio due to this sale was -3.64%. Tiedemann Wealth Management, Llc still held 8,986 shares as of 2017-09-30.

Reduced: Exxon Mobil Corp (XOM)

Tiedemann Wealth Management, Llc reduced to the holdings in Exxon Mobil Corp by 91.48%. The sale prices were between $76.1 and $82.19, with an estimated average price of $79.4. The stock is now traded at around $81.11. The impact to the portfolio due to this sale was -3.49%. Tiedemann Wealth Management, Llc still held 50,115 shares as of 2017-09-30.

Reduced: MiMedx Group Inc (MDXG)

Tiedemann Wealth Management, Llc reduced to the holdings in MiMedx Group Inc by 97.1%. The sale prices were between $11.86 and $17.34, with an estimated average price of $14.88. The stock is now traded at around $10.88. The impact to the portfolio due to this sale was -1.84%. Tiedemann Wealth Management, Llc still held 45,672 shares as of 2017-09-30.

Reduced: Tallgrass Energy Partners LP (TEP)

Tiedemann Wealth Management, Llc reduced to the holdings in Tallgrass Energy Partners LP by 83.7%. The sale prices were between $44.53 and $52.06, with an estimated average price of $48.49. The stock is now traded at around $42.05. The impact to the portfolio due to this sale was -0.64%. Tiedemann Wealth Management, Llc still held 43,540 shares as of 2017-09-30.

Reduced: TJX Companies Inc (TJX)

Tiedemann Wealth Management, Llc reduced to the holdings in TJX Companies Inc by 85.89%. The sale prices were between $66.9 and $74.16, with an estimated average price of $71.26. The stock is now traded at around $70.96. The impact to the portfolio due to this sale was -0.6%. Tiedemann Wealth Management, Llc still held 16,989 shares as of 2017-09-30.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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