0001390965-15-000001.txt : 20150209 0001390965-15-000001.hdr.sgml : 20150209 20150209113848 ACCESSION NUMBER: 0001390965-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150209 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beach Investment Management, LLC. CENTRAL INDEX KEY: 0001390965 IRS NUMBER: 232944177 STATE OF INCORPORATION: DE FISCAL YEAR END: 1207 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12441 FILM NUMBER: 15587280 BUSINESS ADDRESS: STREET 1: 300 BARR HARBOR DRIVE STREET 2: SUITE 220 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 6109401111 MAIL ADDRESS: STREET 1: 300 BARR HARBOR DRIVE STREET 2: SUITE 220 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001390965 XXXXXXXX 12-31-2014 12-31-2014 Beach Investment Management, LLC.

300 BARR HARBOR DRIVE SUITE 220 WEST CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-12441 N Michael M Dewey 610-940-1111 Michael M. Dewey West Conshohocken PA 02-09-2015 0 47 71143 false INFORMATION TABLE 2 inftable.xml DCP Midstream Partners, LP COM 23311P100 1403 30880 SH SOLE 0 0 30880 Energy Transfer Equity LP COM 29273V100 2861 49860 SH SOLE 0 0 49860 Enterprise Prod Partners COM 293792107 3430 94950 SH SOLE 0 0 94950 Health Care Property Investors COM 40414l109 413 9370 SH SOLE 0 0 9370 Health Care REIT Inc COM 42217K106 780 10310 SH SOLE 0 0 10310 Magellan Midstream Partners, L COM 559080106 3990 48272 SH SOLE 0 0 48272 Northstar Realty Finance Corp. COM 66704r704 951 54107 SH SOLE 0 0 54107 Oneok Inc. COM 682680103 441 8850 SH SOLE 0 0 8850 Plains All American Pipeline L COM 726503105 1759 34276 SH SOLE 0 0 34276 Resource Capital COM 76120W302 1001 198581 SH SOLE 0 0 198581 Two Harbors Investment Corp. COM 90187B101 612 61110 SH SOLE 0 0 61110 Williams Companies Inc COM 969457100 1139 25340 SH SOLE 0 0 25340 Advance Auto Parts COM 00751Y106 1246 7820 SH SOLE 0 0 7820 Alaska Airlines COM 011659109 1135 19000 SH SOLE 0 0 19000 Alexion Pharmaceutical COM 015351109 942 5090 SH SOLE 0 0 5090 American Airlines Group COM 02376r102 1499 27950 SH SOLE 0 0 27950 American Intl. Group COM 026874784 1019 18190 SH SOLE 0 0 18190 Anheuser-Busch InBev COM b5064a925 299 2620 SH SOLE 0 0 2620 Anheuser-Busch Inbev ADR COM 03524A108 1542 13730 SH SOLE 0 0 13730 Apple Computer COM 037833100 4517 40920 SH SOLE 0 0 40920 Bancorp Inc COM 05969a105 1239 113813 SH SOLE 0 0 113813 Bank of America COM 060505104 1341 74980 SH SOLE 0 0 74980 BlackRock, Inc. COM 09247x101 1752 4900 SH SOLE 0 0 4900 CVS Health Corp COM 126650100 1209 12550 SH SOLE 0 0 12550 Capital One Financial COM 14040H105 882 10690 SH SOLE 0 0 10690 Celgne Corp COM 151020104 1069 9560 SH SOLE 0 0 9560 Citigroup COM 172967424 1756 32450 SH SOLE 0 0 32450 Colgate Palmolive COM 194162103 911 13170 SH SOLE 0 0 13170 Delta Airlines COM 247361702 1251 25440 SH SOLE 0 0 25440 Gilead Science COM 375558103 577 6120 SH SOLE 0 0 6120 J.P. Morgan Chase COM 46625h100 1966 31420 SH SOLE 0 0 31420 Johnson & Johnson COM 478160104 3255 31130 SH SOLE 0 0 31130 Lockheed Martin Corp. COM 539830109 984 5110 SH SOLE 0 0 5110 McCormick & Co. COM 579780206 910 12250 SH SOLE 0 0 12250 Medtronic COM G5960L103 873 12090 SH SOLE 0 0 12090 Micron Technology Inc. COM 595112103 1566 44732 SH SOLE 0 0 44732 Microsoft COM 594918104 2571 55350 SH SOLE 0 0 55350 Morgan Stanley COM 617446448 1603 41310 SH SOLE 0 0 41310 Nestle Spons ADR COM 641069406 2345 31945 SH SOLE 0 0 31945 Qualcomm COM 747525103 440 5920 SH SOLE 0 0 5920 Resource America COM 761195205 2322 256851 SH SOLE 0 0 256851 Roche Holding AG COM 771195104 1061 31250 SH SOLE 0 0 31250 Southwest Airlines COM 844741108 1055 24920 SH SOLE 0 0 24920 Twenty-First Century Fox COM 90130A101 1453 37840 SH SOLE 0 0 37840 Union Pacific COM 907818108 1456 12220 SH SOLE 0 0 12220 United Continental Holdings, I COM 910047109 2443 36520 SH SOLE 0 0 36520 United Parcel Service Inc. COM 911312106 1873 16850 SH SOLE 0 0 16850