Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2013 (← Previous) (Next →)

Filing Date: Jul 12, 2013

Total Value ($000): $784,118 (100.0% shares, 0.0% debt)

Holdings (70)

BNS Bank of Nova Scotia 6.5%
Value ($000) $51,190 Shares 957,876 Est. Cost $56.68 Unrealized -46.5%
JPM J.P. Morgan Chase&Company 5.8%
Value ($000) $45,861 Shares 868,747 Est. Cost $43.89 Unrealized -17.4%
SU Suncor Energy Inc - New 5.4%
Value ($000) $42,485 Shares 1,441,752 Est. Cost $26.56 Unrealized -26.1%
CM Canadian Imperial Bank of Commerce 5.0%
Value ($000) $39,443 Shares 555,925 Est. Cost $79.44 Unrealized -73.9%
TD Toronto Dominion Bank 4.6%
Value ($000) $35,855 Shares 446,543 Est. Cost $83.40 Unrealized -51.7%
Domtar Corp - New 4.2%
Value ($000) $33,325 Shares 476,425 Est. Cost $77.48 Unrealized
Family Dollar Store Inc 4.2%
Value ($000) $32,821 Shares 526,740 Est. Cost $59.91 Unrealized
AAPL Apple Inc 3.7%
Value ($000) $29,148 Shares 73,507 Est. Cost $13.16 Unrealized 0.0%
BRK/B Berkshire Hathaway B New 3.7%
Value ($000) $28,995 Shares 259,070 Est. Cost $89.78 Unrealized +22.5%
GM General Motors Company 3.5%
Value ($000) $27,781 Shares 833,995 Est. Cost $23.62 Unrealized 0.0%
QCOM Qualcomm Inc 3.5%
Value ($000) $27,145 Shares 444,350 Est. Cost $61.63 Unrealized -26.9%
Gran Tierra Energy Inc 3.4%
Value ($000) $26,479 Shares 4,405,900 Est. Cost $5.52 Unrealized
VET Vermilion Energy Inc 3.2%
Value ($000) $24,884 Shares 509,212 Est. Cost $51.40 Unrealized -3.2%
Raytheon Co 3.1%
Value ($000) $24,451 Shares 369,800 Est. Cost $58.78 Unrealized
IMO Imperial Oil Limited 3.0%
Value ($000) $23,560 Shares 617,320 Est. Cost $42.71 Unrealized -29.6%
A Agilent Technologies 2.9%
Value ($000) $22,699 Shares 530,850 Est. Cost $40.63 Unrealized -31.2%
Potash Corp of Saskatchewan Inc 2.9%
Value ($000) $22,440 Shares 588,402 Est. Cost $40.53 Unrealized
AIG American Intl Group New 2.5%
Value ($000) $19,980 Shares 446,975 Est. Cost $32.51 Unrealized 0.0%
IBM International Business Machines 2.3%
Value ($000) $18,140 Shares 94,920 Est. Cost $182.08 Unrealized -34.7%
NVDA Nvidia Corp 2.0%
Value ($000) $16,052 Shares 1,143,300 Est. Cost $12.29 Unrealized -97.4%
CMI Cummins Inc 2.0%
Value ($000) $15,705 Shares 144,800 Est. Cost $87.84 Unrealized -7.2%
WMT Wal Mart Stores Inc 1.9%
Value ($000) $15,231 Shares 204,480 Est. Cost $57.43 Unrealized -65.2%
Vodafone Grp PLC ADR 1.9%
Value ($000) $15,170 Shares 527,825 Est. Cost $25.19 Unrealized
LYV Live Nation Entertainment Inc 1.9%
Value ($000) $14,839 Shares 957,300 Est. Cost $13.58 Unrealized 0.0%
DSGX Descartes Systems Group Inc 1.9%
Value ($000) $14,535 Shares 1,262,705 Est. Cost $9.29 Unrealized +11.3%
Men's Wearhouse Inc 1.5%
Value ($000) $11,381 Shares 300,675 Est. Cost $37.85 Unrealized
BAC Bank of America New 1.3%
Value ($000) $10,392 Shares 808,134 Est. Cost $11.61 Unrealized -13.7%
Delphi Automotive Plc 1.2%
Value ($000) $9,595 Shares 189,300 Est. Cost $38.24 Unrealized
Coach Inc 0.9%
Value ($000) $7,301 Shares 127,890 Est. Cost $49.95 Unrealized
TRV Travelers Companies Inc 0.9%
Value ($000) $6,769 Shares 84,693 Est. Cost $71.82 Unrealized -11.7%
Brookfield Asset Mgt A LV 0.8%
Value ($000) $6,507 Shares 181,093 Est. Cost $36.46 Unrealized
Bed Bath and Beyond Inc 0.7%
Value ($000) $5,711 Shares 80,500 Est. Cost $64.42 Unrealized
Cowen Group Inc - Cl A 0.7%
Value ($000) $5,375 Shares 1,860,000 Est. Cost $2.43 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $5,120 Shares 64,530 Est. Cost $63.28 Unrealized -16.0%
Yahoo Inc 0.6%
Value ($000) $4,881 Shares 194,252 Est. Cost $19.89 Unrealized
PM Philip Morris Intl Inc 0.6%
Value ($000) $4,592 Shares 53,010 Est. Cost $82.21 Unrealized -39.4%
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,309 Shares 41,860 Est. Cost $101.42 Unrealized
Comcast Crp Cl A Spec New 0.5%
Value ($000) $4,225 Shares 106,500 Est. Cost $35.96 Unrealized
RY Royal Bank of Canada 0.5%
Value ($000) $3,546 Shares 60,877 Est. Cost $60.25 Unrealized -0.9%
BMO Bank of Montreal 0.4%
Value ($000) $3,182 Shares 54,873 Est. Cost $61.30 Unrealized -40.9%
SLB Schlumberger Ltd 0.4%
Value ($000) $3,033 Shares 42,325 Est. Cost $68.14 Unrealized -22.4%
BWA Borg Warner Inc 0.4%
Value ($000) $3,028 Shares 35,150 Est. Cost $71.62 Unrealized -58.9%
TJX TJX Companies Inc-New 0.3%
Value ($000) $2,516 Shares 50,250 Est. Cost $19.17 Unrealized +8.6%
V Visa Inc Class A 0.3%
Value ($000) $2,512 Shares 13,745 Est. Cost $97.54 Unrealized -59.0%
BCE BCE Inc - New 0.3%
Value ($000) $2,022 Shares 49,328 Est. Cost $41.39 Unrealized -46.1%
ABT Abbott Laboratories 0.2%
Value ($000) $1,752 Shares 50,250 Est. Cost $41.70 Unrealized -30.8%
AXP American Express Co 0.2%
Value ($000) $1,316 Shares 17,600 Est. Cost $59.62 Unrealized 0.0%
General Electric Co 0.1%
Value ($000) $795 Shares 34,300 Est. Cost $20.98 Unrealized
MFC Manulife Financial Corporation 0.1%
Value ($000) $595 Shares 37,176 Est. Cost $13.74 Unrealized +10.4%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $563 Shares 8,600 Est. Cost $54.19 Unrealized -6.3%
MEOH Methanex Corp 0.1%
Value ($000) $520 Shares 12,150 Est. Cost $31.78 Unrealized +33.0%
ENB Enbridge Inc 0.1%
Value ($000) $509 Shares 12,000 Est. Cost $43.37 Unrealized -46.3%
General Motors Pfd CV-B 0.1%
Value ($000) $497 Shares 10,325 Est. Cost $48.14 Unrealized
TIP Ishares Barclay Tips Bond FD 0.0%
Value ($000) $336 Shares 3,000 Est. Cost $112.00 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $291 Shares 8,925 Est. Cost $28.97 Unrealized
Elizabeth Arden Inc 0.0%
Value ($000) $288 Shares 6,400 Est. Cost $45.00 Unrealized
Vale S.A. Cl A Pfd ADR 0.0%
Value ($000) $256 Shares 21,100 Est. Cost $12.13 Unrealized
Towerstream Corp 0.0%
Value ($000) $247 Shares 95,400 Est. Cost $3.22 Unrealized
VALE Vale S.A. ADR 0.0%
Value ($000) $247 Shares 20,300 Est. Cost $20.98 Unrealized
AGG Ishares Barclay Aggreg BD FD 0.0%
Value ($000) $246 Shares 2,300 Est. Cost $106.96 Unrealized
RYN Rayonier Inc - REIT 0.0%
Value ($000) $242 Shares 4,425 Est. Cost $51.90 Unrealized
Brookfield PPtys Ptnrs LPU 0.0%
Value ($000) $210 Shares 10,392 Est. Cost $20.21 Unrealized
World Wrestling Entertainment 0.0%
Value ($000) $206 Shares 20,000 Est. Cost $10.30 Unrealized
Brookfield Properties Corp 0.0%
Value ($000) $183 Shares 11,000 Est. Cost $16.64 Unrealized
Denny's Corp 0.0%
Value ($000) $157 Shares 28,000 Est. Cost $5.61 Unrealized
Research in Motion Limited 0.0%
Value ($000) $133 Shares 12,600 Est. Cost $14.17 Unrealized
Nutri/System Inc 0.0%
Value ($000) $118 Shares 10,000 Est. Cost $11.80 Unrealized
Cott Corp 0.0%
Value ($000) $117 Shares 15,000 Est. Cost $7.80 Unrealized
Pretium Resources Inc 0.0%
Value ($000) $66 Shares 10,000 Est. Cost $6.60 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $3.80 Unrealized