LGT CAPITAL PARTNERS LTD. Diversified Active

CIK: 0001641992 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: May 21, 2015

Total Value ($000): $387,530 (100.0% shares, 0.0% debt)

Holdings (59)

IEMG ISHARES INC 9.0%
Value ($000) $35,010 Shares 699,650 Est. Cost $51.70 Unrealized
MCD MCDONALDS CORP 5.3%
Value ($000) $20,611 Shares 217,390 Est. Cost $73.12 Unrealized -2.6%
TUR ISHARES 4.7%
Value ($000) $18,233 Shares 371,500 Est. Cost $55.56 Unrealized
BAX BAXTER INTL INC 4.2%
Value ($000) $16,346 Shares 227,760 Est. Cost $33.43 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 4.1%
Value ($000) $16,066 Shares 186,270 Est. Cost $65.41 Unrealized +7.5%
GOOGLE INC 4.0%
Value ($000) $15,593 Shares 26,500 Est. Cost $585.20 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 3.9%
Value ($000) $15,059 Shares 280,160 Est. Cost $52.50 Unrealized
PWR QUANTA SVCS INC 3.3%
Value ($000) $12,907 Shares 355,660 Est. Cost $33.95 Unrealized +2.8%
RCI ROGERS COMMUNICATIONS INC 3.0%
Value ($000) $11,759 Shares 313,460 Est. Cost $40.45 Unrealized -2.0%
HEALTH CARE REIT INC 2.9%
Value ($000) $11,247 Shares 180,335 Est. Cost $62.63 Unrealized
NDAQ NASDAQ OMX GROUP INC 2.7%
Value ($000) $10,387 Shares 244,850 Est. Cost $10.13 Unrealized +15.3%
AWK AMERICAN WTR WKS CO INC NEW 2.6%
Value ($000) $10,148 Shares 210,410 Est. Cost $38.21 Unrealized +2.0%
ORCL ORACLE CORP 2.5%
Value ($000) $9,788 Shares 255,702 Est. Cost $34.67 Unrealized -1.3%
TUPPERWARE BRANDS CORP 2.5%
Value ($000) $9,672 Shares 140,090 Est. Cost $81.71 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $9,610 Shares 207,300 Est. Cost $33.96 Unrealized +10.9%
AAPL APPLE INC 2.3%
Value ($000) $8,963 Shares 88,960 Est. Cost $18.66 Unrealized +15.9%
PEP PEPSICO INC 2.2%
Value ($000) $8,478 Shares 91,078 Est. Cost $60.92 Unrealized +6.5%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $8,279 Shares 88,030 Est. Cost $61.87 Unrealized -0.6%
DHR DANAHER CORP DEL 2.1%
Value ($000) $7,973 Shares 104,940 Est. Cost $31.10 Unrealized +0.2%
MDLZ MONDELEZ INTL INC 2.0%
Value ($000) $7,903 Shares 230,640 Est. Cost $28.30 Unrealized +0.1%
FCX FREEPORT-MCMORAN INC 2.0%
Value ($000) $7,728 Shares 236,690 Est. Cost $29.56 Unrealized +7.0%
NVDA NVIDIA CORP 2.0%
Value ($000) $7,700 Shares 417,340 Est. Cost $0.44 Unrealized +1.3%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $7,653 Shares 127,040 Est. Cost $41.19 Unrealized +4.7%
MTB M & T BK CORP 2.0%
Value ($000) $7,559 Shares 61,310 Est. Cost $88.34 Unrealized +1.6%
DIRECTV 1.9%
Value ($000) $7,431 Shares 85,890 Est. Cost $85.01 Unrealized
HAL HALLIBURTON CO 1.9%
Value ($000) $7,403 Shares 114,760 Est. Cost $51.48 Unrealized +7.2%
HCP INC 1.8%
Value ($000) $7,148 Shares 180,000 Est. Cost $39.71 Unrealized
TIFFANY & CO NEW 1.8%
Value ($000) $7,140 Shares 74,140 Est. Cost $100.24 Unrealized
CMI CUMMINS INC 1.8%
Value ($000) $7,025 Shares 53,230 Est. Cost $110.67 Unrealized -4.2%
F FORD MTR CO DEL 1.7%
Value ($000) $6,647 Shares 449,450 Est. Cost $9.13 Unrealized +2.8%
HST HOST HOTELS & RESORTS INC 1.1%
Value ($000) $4,108 Shares 192,580 Est. Cost $13.46 Unrealized +4.2%
EQR EQUITY RESIDENTIAL 1.1%
Value ($000) $4,101 Shares 66,590 Est. Cost $34.44 Unrealized +7.2%
AVON PRODS INC 1.0%
Value ($000) $4,057 Shares 322,000 Est. Cost $14.61 Unrealized
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $3,952 Shares 42,210 Est. Cost $65.68 Unrealized +10.4%
MARKET VECTORS ETF TR 0.9%
Value ($000) $3,301 Shares 154,630 Est. Cost $26.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $2,906 Shares 144,010 Est. Cost $21.28 Unrealized
THORATEC CORP 0.7%
Value ($000) $2,673 Shares 100,000 Est. Cost $26.73 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $2,038 Shares 39,290 Est. Cost $36.31 Unrealized +3.0%
ANGLOGOLD ASHANTI LTD 0.5%
Value ($000) $2,028 Shares 169,000 Est. Cost $16.22 Unrealized
MEDTRONIC INC 0.5%
Value ($000) $1,908 Shares 30,800 Est. Cost $63.76 Unrealized
MD MEDNAX INC 0.4%
Value ($000) $1,645 Shares 30,000 Est. Cost $56.74 Unrealized 0.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,643 Shares 21,470 Est. Cost $55.52 Unrealized +2.1%
VET VERMILION ENERGY INC 0.4%
Value ($000) $1,379 Shares 22,600 Est. Cost $63.96 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $1,362 Shares 47,000 Est. Cost $30.61 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,316 Shares 12,350 Est. Cost $73.15 Unrealized +3.3%
WOOD ISHARES 0.3%
Value ($000) $1,282 Shares 26,000 Est. Cost $52.85 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,246 Shares 19,100 Est. Cost $51.23 Unrealized -1.1%
VALE VALE S A 0.2%
Value ($000) $916 Shares 83,200 Est. Cost $12.72 Unrealized
AKO/B EMBOTELLADORA ANDINA S A 0.2%
Value ($000) $910 Shares 47,500 Est. Cost $21.57 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $908 Shares 14,000 Est. Cost $48.98 Unrealized +4.9%
BARRICK GOLD CORP 0.2%
Value ($000) $884 Shares 60,000 Est. Cost $14.73 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $874 Shares 14,610 Est. Cost $55.61 Unrealized +8.1%
KR KROGER CO 0.2%
Value ($000) $848 Shares 16,300 Est. Cost $18.68 Unrealized +8.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $835 Shares 4,400 Est. Cost $112.93 Unrealized +1.2%
CANADIAN PAC RY LTD 0.2%
Value ($000) $728 Shares 3,500 Est. Cost $181.43 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $665 Shares 14,000 Est. Cost $34.32 Unrealized +6.2%
KO COCA COLA CO 0.2%
Value ($000) $640 Shares 15,000 Est. Cost $28.11 Unrealized +2.7%
HAS HASBRO INC 0.2%
Value ($000) $605 Shares 11,000 Est. Cost $37.03 Unrealized -1.9%
WMT WAL-MART STORES INC 0.1%
Value ($000) $306 Shares 4,000 Est. Cost $20.53 Unrealized -1.1%