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TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC

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NEW YORK NY
13F Summary
Tiedemann Wealth Management Holdings is based out of New York. Whalewisdom has at least 4 13F filings

2017-09-30

Top Buys (13F)

Name % Change

2017-09-30

Top Sells (13F)

Name % Change

2017-09-30

13F Holdings Summary

TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC filed under a combined 13F through TIEDEMANN ADVISORS, LLC for 2017-09-30

2017-09-30

13F Activity

Market Value $0, Prior: $2.68m
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2017-09-30

13F Sector Allocation Over Time

2017-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2017-09-30

Portfolio Performance