Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 16, 2013

Total Value ($000): $812,995 (100.0% shares, 0.0% debt)

Holdings (58)

BNS Bank of Nova Scotia 6.8%
Value ($000) $55,171 Shares 963,615 Est. Cost $56.68 Unrealized -46.2%
TD Toronto Dominion Bank 6.7%
Value ($000) $54,318 Shares 603,568 Est. Cost $72.76 Unrealized -41.6%
SU Suncor Energy Inc - New 6.4%
Value ($000) $51,884 Shares 1,451,715 Est. Cost $26.56 Unrealized -17.9%
JPM J.P. Morgan Chase&Company 5.5%
Value ($000) $44,997 Shares 870,507 Est. Cost $43.89 Unrealized -12.2%
CM Canadian Imperial Bank of Commerce 5.5%
Value ($000) $44,347 Shares 556,905 Est. Cost $79.44 Unrealized -73.6%
Domtar Corp - New 4.7%
Value ($000) $38,501 Shares 484,775 Est. Cost $77.51 Unrealized
AAPL Apple Inc 4.5%
Value ($000) $36,924 Shares 77,449 Est. Cost $13.22 Unrealized +8.0%
GM General Motors Company 4.0%
Value ($000) $32,264 Shares 896,995 Est. Cost $23.84 Unrealized +12.2%
Gran Tierra Energy Inc 3.8%
Value ($000) $31,263 Shares 4,409,375 Est. Cost $5.52 Unrealized
QCOM Qualcomm Inc 3.7%
Value ($000) $29,976 Shares 445,275 Est. Cost $61.63 Unrealized -24.5%
BRK/B Berkshire Hathaway B New 3.6%
Value ($000) $29,302 Shares 258,150 Est. Cost $89.78 Unrealized +28.5%
Con-Way Inc 3.5%
Value ($000) $28,359 Shares 658,120 Est. Cost $43.09 Unrealized
VET Vermilion Energy Inc 3.4%
Value ($000) $27,957 Shares 508,812 Est. Cost $51.40 Unrealized +4.4%
IMO Imperial Oil Limited 3.3%
Value ($000) $27,125 Shares 617,995 Est. Cost $42.71 Unrealized -24.2%
AIG American Intl Group New 2.7%
Value ($000) $22,034 Shares 453,085 Est. Cost $32.55 Unrealized +10.7%
Xerox Corporation-Cum Rts 2.6%
Value ($000) $20,942 Shares 2,035,156 Est. Cost $10.29 Unrealized
CMI Cummins Inc 2.4%
Value ($000) $19,225 Shares 144,695 Est. Cost $87.84 Unrealized +1.4%
LYV Live Nation Entertainment Inc 2.2%
Value ($000) $17,969 Shares 968,670 Est. Cost $13.62 Unrealized +24.8%
NVDA Nvidia Corp 2.2%
Value ($000) $17,956 Shares 1,153,950 Est. Cost $12.29 Unrealized -97.2%
Vodafone Grp PLC ADR 2.0%
Value ($000) $16,016 Shares 455,260 Est. Cost $25.19 Unrealized
DSGX Descartes Systems Group Inc 1.8%
Value ($000) $14,556 Shares 1,269,005 Est. Cost $9.29 Unrealized +21.9%
CST Brands Inc 1.7%
Value ($000) $14,216 Shares 477,050 Est. Cost $29.80 Unrealized
EAT Brinker Intl Inc 1.7%
Value ($000) $13,567 Shares 334,750 Est. Cost $33.45 Unrealized 0.0%
CBS Corp Cl B 1.5%
Value ($000) $12,448 Shares 225,675 Est. Cost $55.16 Unrealized
BAC Bank of America New 1.3%
Value ($000) $10,959 Shares 794,134 Est. Cost $11.61 Unrealized -3.3%
Men's Wearhouse Inc 1.3%
Value ($000) $10,378 Shares 304,775 Est. Cost $37.80 Unrealized
Annaly Capital Management Inc 1.2%
Value ($000) $9,484 Shares 819,000 Est. Cost $11.58 Unrealized
Coach Inc 0.9%
Value ($000) $7,069 Shares 129,650 Est. Cost $50.01 Unrealized
Brookfield Asset Mgt A LV 0.8%
Value ($000) $6,896 Shares 184,393 Est. Cost $36.48 Unrealized
Yahoo Inc 0.8%
Value ($000) $6,330 Shares 190,850 Est. Cost $19.89 Unrealized
Cowen Group Inc - Cl A 0.8%
Value ($000) $6,319 Shares 1,836,800 Est. Cost $2.43 Unrealized
Bed Bath and Beyond Inc 0.8%
Value ($000) $6,127 Shares 79,200 Est. Cost $64.42 Unrealized
HON Honeywell Intl Inc 0.6%
Value ($000) $5,056 Shares 60,880 Est. Cost $63.28 Unrealized -9.2%
Comcast Crp Cl A Spec New 0.6%
Value ($000) $4,483 Shares 103,420 Est. Cost $35.96 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $4,416 Shares 51,000 Est. Cost $82.21 Unrealized -42.4%
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,228 Shares 40,210 Est. Cost $101.42 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $4,075 Shares 46,125 Est. Cost $67.38 Unrealized -12.5%
BMO Bank of Montreal 0.5%
Value ($000) $3,706 Shares 55,541 Est. Cost $61.02 Unrealized -37.8%
RY Royal Bank of Canada 0.5%
Value ($000) $3,678 Shares 57,429 Est. Cost $60.25 Unrealized +3.1%
BWA Borg Warner Inc 0.4%
Value ($000) $3,404 Shares 33,570 Est. Cost $71.62 Unrealized -50.8%
TJX TJX Companies Inc-New 0.3%
Value ($000) $2,794 Shares 49,550 Est. Cost $19.17 Unrealized +17.5%
V Visa Inc Class A 0.3%
Value ($000) $2,683 Shares 14,040 Est. Cost $96.38 Unrealized -56.1%
BCE BCE Inc - New 0.3%
Value ($000) $2,156 Shares 50,484 Est. Cost $40.91 Unrealized -49.4%
ABT Abbott Laboratories 0.2%
Value ($000) $1,577 Shares 47,500 Est. Cost $41.70 Unrealized -33.6%
AXP American Express Co 0.2%
Value ($000) $1,261 Shares 16,700 Est. Cost $59.62 Unrealized +6.1%
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $676 Shares 5,275 Est. Cost $128.15 Unrealized
MFC Manulife Financial Corporation 0.1%
Value ($000) $600 Shares 36,262 Est. Cost $13.74 Unrealized +24.3%
General Motors Pfd CV-B 0.1%
Value ($000) $518 Shares 10,325 Est. Cost $48.14 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $494 Shares 6,900 Est. Cost $54.19 Unrealized +8.2%
ENB Enbridge Inc 0.1%
Value ($000) $491 Shares 11,768 Est. Cost $43.37 Unrealized -49.0%
Thomson Reuters Corp 0.0%
Value ($000) $327 Shares 9,364 Est. Cost $29.24 Unrealized
VALE Vale S.A. ADR 0.0%
Value ($000) $317 Shares 20,300 Est. Cost $20.98 Unrealized
Vale S.A. Cl A Pfd ADR 0.0%
Value ($000) $257 Shares 18,100 Est. Cost $12.13 Unrealized
RYN Rayonier Inc - REIT 0.0%
Value ($000) $246 Shares 4,425 Est. Cost $51.90 Unrealized
STIP IShares 0-5 YR TIPS ETF 0.0%
Value ($000) $223 Shares 2,200 Est. Cost $101.36 Unrealized
Towerstream Corp 0.0%
Value ($000) $215 Shares 75,600 Est. Cost $3.22 Unrealized
Brookfield Properties Corp 0.0%
Value ($000) $211 Shares 11,000 Est. Cost $16.64 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $3.80 Unrealized