0001390965-15-000003.txt : 20150511 0001390965-15-000003.hdr.sgml : 20150511 20150511140108 ACCESSION NUMBER: 0001390965-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150511 DATE AS OF CHANGE: 20150511 EFFECTIVENESS DATE: 20150511 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: 15849972 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 true false 0001390965 XXXXXXXX 03-31-2015 03-31-2015 Beach Investment Management, LLC.

300 BARR HARBOR DRIVE SUITE 220 WEST CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-12441 N Michael Dewey 610-940-1111 Michael M. Dewey West Conshohocken PA 05-11-2015 0 49 678896 false INFORMATION TABLE 2 inftable.xml 1Q2015 13F DCP Midstream Partners, LP COM 23311P100 1141 30880 SH SOLE 0 0 30880 Energy Transfer Equity LP COM 29273V100 3159 49860 SH SOLE 0 0 49860 Enterprise Prod Partners COM 293792107 3127 94950 SH SOLE 0 0 94950 Kinder Morgan Inc. COM 49456b101 1608 38240 SH SOLE 0 0 38240 Magellan Midstream Partners, L COM 559080106 3703 48272 SH SOLE 0 0 48272 NextEra Energy COM 65339F101 1324 12720 SH SOLE 0 0 12720 Northstar Realty Finance Corp. COM 66704r704 980 54107 SH SOLE 0 0 54107 Oneok Inc. COM 682680103 427 8850 SH SOLE 0 0 8850 Plains All American Pipeline L COM 726503105 1672 34276 SH SOLE 0 0 34276 Resource Capital COM 76120W302 902 198581 SH SOLE 0 0 198581 Two Harbors Investment Corp. COM 90187B101 649 61110 SH SOLE 0 0 61110 Williams Companies Inc COM 969457100 1634 32290 SH SOLE 0 0 32290 Advance Auto Parts COM 00751Y106 1171 7820 SH SOLE 0 0 7820 Affiliated Managers Group, Inc COM 008252108 881 4100 SH SOLE 0 0 4100 Alaska Airlines COM 011659109 1257 19000 SH SOLE 0 0 19000 Alexion Pharmaceutical COM 015351109 882 5090 SH SOLE 0 0 5090 American Airlines Group COM 02376r102 1475 27950 SH SOLE 0 0 27950 American Intl. Group COM 026874784 486 8870 SH SOLE 0 0 8870 Anheuser-Busch InBev COM b5064a925 320 2620 SH SOLE 0 0 2620 Anheuser-Busch Inbev ADR COM 03524A108 1674 13730 SH SOLE 0 0 13730 Apple Computer COM 037833100 4623 37150 SH SOLE 0 0 37150 Bancorp Inc COM 05969a105 1028 113813 SH SOLE 0 0 113813 BlackRock, Inc. COM 09247x101 1793 4900 SH SOLE 0 0 4900 CVS Health Corp COM 126650100 1876 18180 SH SOLE 0 0 18180 Capital One Financial COM 14040H105 447 5670 SH SOLE 0 0 5670 Celgne Corp COM 151020104 1102 9560 SH SOLE 0 0 9560 Citigroup COM 172967424 1027 19930 SH SOLE 0 0 19930 Colgate Palmolive COM 194162103 473 6820 SH SOLE 0 0 6820 Delta Airlines COM 247361702 1144 25440 SH SOLE 0 0 25440 General Motors COM 37045v100 886 23640 SH SOLE 0 0 23640 Gilead Science COM 375558103 601 6120 SH SOLE 0 0 6120 J.P. Morgan Chase COM 46625h100 1049 17320 SH SOLE 0 0 17320 Johnson & Johnson COM 478160104 2647 26310 SH SOLE 0 0 26310 Lockheed Martin Corp. COM 539830109 1037 5110 SH SOLE 0 0 5110 MasterCard Inc. COM 57636q104 1018 11780 SH SOLE 0 0 11780 McCormick & Co. COM 579780206 945 12250 SH SOLE 0 0 12250 Medtronic COM G5960L103 2788 35750 SH SOLE 0 0 35750 Microsoft COM 594918104 1035 25450 SH SOLE 0 0 25450 Morgan Stanley COM 617446448 703 19710 SH SOLE 0 0 19710 Nestle Spons ADR COM 641069406 2824 37365 SH SOLE 0 0 37365 Nielsen, N.V. COM n63218106 864 19380 SH SOLE 0 0 19380 Resource America COM 761195205 2337 256851 SH SOLE 0 0 256851 Roche Holding AG COM 771195104 433 12560 SH SOLE 0 0 12560 Southwest Airlines COM 844741108 1104 24920 SH SOLE 0 0 24920 SunEdison Semiconductor, Inc. COM y8213l102 740 28675 SH SOLE 0 0 28675 Sysco COM 871829107 380 10080 SH SOLE 0 0 10080 Thermo Fisher Scientific COM 883556102 1388 10330 SH SOLE 0 0 10330 United Continental Holdings, I COM 910047109 2456 36520 SH SOLE 0 0 36520 United Parcel Service Inc. COM 911312106 679 7000 SH SOLE 0 0 7000