Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2012 (Next →)

Filing Date: Jul 10, 2013

Total Value ($000): $823,965 (100.0% shares, 0.0% debt)

Holdings (60)

BNS Bank of Nova Scotia 7.0%
Value ($000) $57,270 Shares 988,719 Est. Cost $57.92 Unrealized
JPM J.P. Morgan Chase&Company 6.2%
Value ($000) $51,285 Shares 1,165,830 Est. Cost $43.99 Unrealized
CM Canadian Imperial Bank of Commerce 5.3%
Value ($000) $43,696 Shares 542,098 Est. Cost $80.61 Unrealized
QCOM Qualcomm Inc 5.3%
Value ($000) $43,263 Shares 697,575 Est. Cost $62.02 Unrealized
Comcast Crp Cl A Spec New 4.7%
Value ($000) $38,970 Shares 1,083,690 Est. Cost $35.96 Unrealized
Delphi Automotive Plc 4.5%
Value ($000) $37,194 Shares 972,650 Est. Cost $38.24 Unrealized
TD Toronto Dominion Bank 4.5%
Value ($000) $36,679 Shares 434,968 Est. Cost $84.33 Unrealized
BRK/B Berkshire Hathaway B New 4.4%
Value ($000) $36,040 Shares 401,425 Est. Cost $89.78 Unrealized
BMO Bank of Montreal 4.1%
Value ($000) $33,559 Shares 547,440 Est. Cost $61.30 Unrealized
IMO Imperial Oil Limited 3.1%
Value ($000) $25,766 Shares 598,177 Est. Cost $43.07 Unrealized
FNV Franco-Nevada Corp 3.0%
Value ($000) $24,899 Shares 435,570 Est. Cost $57.16 Unrealized
Domtar Corp - New 3.0%
Value ($000) $24,351 Shares 297,130 Est. Cost $81.95 Unrealized
IMAX Imax Corp 2.9%
Value ($000) $23,878 Shares 1,071,825 Est. Cost $22.28 Unrealized
Gran Tierra Energy Inc 2.9%
Value ($000) $23,862 Shares 4,327,450 Est. Cost $5.51 Unrealized
SU Suncor Energy Inc - New 2.8%
Value ($000) $23,198 Shares 703,732 Est. Cost $32.96 Unrealized
Potash Corp of Saskatchewan Inc 2.8%
Value ($000) $22,963 Shares 565,231 Est. Cost $40.63 Unrealized
General Motors Pfd CV-B 2.7%
Value ($000) $22,032 Shares 499,025 Est. Cost $44.15 Unrealized
A Agilent Technologies 2.5%
Value ($000) $20,994 Shares 512,675 Est. Cost $40.95 Unrealized
IBM International Business Machines 2.2%
Value ($000) $17,747 Shares 92,641 Est. Cost $191.57 Unrealized
MEOH Methanex Corp 2.1%
Value ($000) $17,085 Shares 537,525 Est. Cost $31.78 Unrealized
Silver Wheaton Corp 1.9%
Value ($000) $15,304 Shares 424,300 Est. Cost $36.07 Unrealized
CMI Cummins Inc 1.8%
Value ($000) $15,052 Shares 138,925 Est. Cost $108.35 Unrealized
DSGX Descartes Systems Group Inc 1.7%
Value ($000) $14,249 Shares 1,534,722 Est. Cost $9.28 Unrealized
TD Ameritrade Holding CP 1.7%
Value ($000) $13,962 Shares 830,050 Est. Cost $16.82 Unrealized
NVDA Nvidia Corp 1.7%
Value ($000) $13,897 Shares 1,130,775 Est. Cost $12.29 Unrealized
WMT Wal Mart Stores Inc 1.6%
Value ($000) $13,277 Shares 194,500 Est. Cost $68.26 Unrealized
Yahoo Inc 1.6%
Value ($000) $13,242 Shares 665,752 Est. Cost $19.89 Unrealized
Vodafone Grp PLC ADR 1.6%
Value ($000) $13,125 Shares 521,040 Est. Cost $25.19 Unrealized
BTE Baytex Energy Corp 1.4%
Value ($000) $11,387 Shares 263,665 Est. Cost $43.19 Unrealized
BAC Bank of America New 1.1%
Value ($000) $9,453 Shares 814,159 Est. Cost $11.61 Unrealized
Brookfield Asset Mgt A LV 0.9%
Value ($000) $7,034 Shares 192,918 Est. Cost $36.46 Unrealized
TRV Travelers Companies Inc 0.7%
Value ($000) $6,090 Shares 84,793 Est. Cost $71.82 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $5,690 Shares 226,810 Est. Cost $25.09 Unrealized
Barrick Gold Corporation 0.7%
Value ($000) $5,420 Shares 154,900 Est. Cost $34.99 Unrealized
Cowen Group Inc - Cl A 0.6%
Value ($000) $4,561 Shares 1,877,200 Est. Cost $2.43 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $4,438 Shares 53,050 Est. Cost $83.66 Unrealized
HON Honeywell Intl Inc 0.5%
Value ($000) $4,258 Shares 67,080 Est. Cost $63.48 Unrealized
New York & Company Inc. 0.5%
Value ($000) $4,160 Shares 1,091,750 Est. Cost $3.81 Unrealized
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,145 Shares 40,910 Est. Cost $101.32 Unrealized
RY Royal Bank of Canada 0.5%
Value ($000) $3,996 Shares 66,279 Est. Cost $60.29 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $2,719 Shares 39,245 Est. Cost $69.28 Unrealized
BWA Borg Warner Inc 0.3%
Value ($000) $2,668 Shares 37,250 Est. Cost $71.62 Unrealized
BCE BCE Inc - New 0.2%
Value ($000) $2,025 Shares 47,142 Est. Cost $42.96 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,297 Shares 19,795 Est. Cost $65.52 Unrealized
V Visa Inc Class A 0.1%
Value ($000) $1,109 Shares 7,320 Est. Cost $151.50 Unrealized
General Electric Co 0.1%
Value ($000) $1,089 Shares 51,900 Est. Cost $20.98 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $725 Shares 16,715 Est. Cost $43.37 Unrealized
VALE Vale S.A. ADR 0.1%
Value ($000) $709 Shares 33,800 Est. Cost $20.98 Unrealized
NGD New Gold Inc 0.1%
Value ($000) $592 Shares 53,700 Est. Cost $11.02 Unrealized
RCI Rogers Communications - B-NVS 0.1%
Value ($000) $493 Shares 10,800 Est. Cost $45.65 Unrealized
RYN Rayonier Inc - REIT 0.1%
Value ($000) $471 Shares 9,075 Est. Cost $51.90 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $466 Shares 8,600 Est. Cost $54.19 Unrealized
MFC Manulife Financial Corporation 0.1%
Value ($000) $459 Shares 33,805 Est. Cost $13.58 Unrealized
Transcanada Corp 0.0%
Value ($000) $374 Shares 7,914 Est. Cost $47.26 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $357 Shares 12,325 Est. Cost $28.97 Unrealized
Towerstream Corp 0.0%
Value ($000) $304 Shares 93,900 Est. Cost $3.24 Unrealized
Elizabeth Arden Inc 0.0%
Value ($000) $288 Shares 6,400 Est. Cost $45.00 Unrealized
TIP Ishares Barclay Tips Bond FD 0.0%
Value ($000) $279 Shares 2,300 Est. Cost $121.30 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $3.80 Unrealized
Jaguar Mining Inc 0.0%
Value ($000) $32 Shares 50,500 Est. Cost $0.63 Unrealized