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Disclosery

TIEDEMANN TRUST CO: XLP position timeline

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

TIEDEMANN TRUST CO held 887,168 XLP 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 887,168 shares
    Change vs previous 13F -652,439 shares

    9.32% of the 13F portfolio, value $48,927,000.

    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 1,539,607 shares
    Change vs previous 13F -1,535,708 shares

    14.23% of the 13F portfolio, value $81,691,000.

    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 3,075,315 shares
    Change vs previous 13F -947,201 shares

    0.8% of the 13F portfolio, value $5,500,000.

    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 4,022,516 shares
    Change vs previous 13F -456,139 shares

    17.5% of the 13F portfolio, value $189,821,000.

    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 4,478,655 shares
    Change vs previous 13F -142,611 shares

    17.72% of the 13F portfolio, value $213,184,000.

    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 4,621,266 shares
    Change vs previous 13F -8,808 shares

    20.65% of the 13F portfolio, value $225,094,000.

    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 4,630,074 shares
    Change vs previous 13F -25,919 shares

    19.36% of the 13F portfolio, value $224,511,000.

    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 4,655,993 shares
    Change vs previous 13F not available

    18.69% of the 13F portfolio, value $210,029,000.

    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).