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Disclosery

TIEDEMANN TRUST CO: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TIEDEMANN TRUST CO on XLE, newest first. How the timeline and the estimate are built.

TIEDEMANN TRUST CO held 21,867 XLE shares at 2016-06-30 per its 13F-HR filed 2016-08-12.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 21,867 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,492,000.

    13F-HR 0001214659-16-013159 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-03-31
    13F 21,867 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,353,000.

    13F-HR 0001214659-16-011269 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-12-31
    13F/A 21,867 shares
    Change vs previous 13F -87,616 shares

    0.19% of the 13F portfolio, value $1,319,000.

    13F-HR 0001214659-16-009118 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2015-09-30
    13F 109,483 shares
    Change vs previous 13F -1,266,845 shares

    0.62% of the 13F portfolio, value $6,701,000.

    13F-HR 0001214659-15-007167 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-06-30
    13F 1,376,328 shares
    Change vs previous 13F +1,345,190 shares

    8.6% of the 13F portfolio, value $103,443,000.

    13F-HR 0001214659-15-005545 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-03-31
    13F 31,138 shares
    Change vs previous 13F +17,011 shares

    0.22% of the 13F portfolio, value $2,416,000.

    13F-HR 0001214659-15-003853 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-12-31
    13F 14,127 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,118,000.

    13F-HR 0001214659-15-001317 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2014-09-30
    13F 14,127 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,280,000.

    13F-HR 0001214659-14-007507 filed by TIEDEMANN TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).