Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 8, 2014

Total Value ($000): $855,229 (100.0% shares, 0.0% debt)

Holdings (51)

BNS Bank of Nova Scotia 8.0%
Value ($000) $68,131 Shares 1,174,189 Est. Cost $52.37 Unrealized -39.1%
TD Toronto Dominion Bank 6.9%
Value ($000) $58,729 Shares 1,250,391 Est. Cost $58.44 Unrealized -22.9%
JPM J.P. Morgan Chase&Company 6.5%
Value ($000) $55,829 Shares 919,603 Est. Cost $43.69 Unrealized -3.7%
SU Suncor Energy Inc - New 6.4%
Value ($000) $54,554 Shares 1,559,187 Est. Cost $26.30 Unrealized -16.0%
CM Canadian Imperial Bank of Commerce 5.5%
Value ($000) $46,769 Shares 541,829 Est. Cost $78.53 Unrealized -70.3%
AIG American Intl Group New 5.1%
Value ($000) $43,871 Shares 877,250 Est. Cost $35.12 Unrealized +7.8%
AAPL Apple Inc 5.1%
Value ($000) $43,528 Shares 81,096 Est. Cost $13.36 Unrealized +24.1%
QCOM Qualcomm Inc 4.2%
Value ($000) $36,186 Shares 458,870 Est. Cost $61.37 Unrealized -12.0%
Catamaran Corp 4.1%
Value ($000) $34,737 Shares 775,000 Est. Cost $47.38 Unrealized
GM General Motors Company 3.8%
Value ($000) $32,167 Shares 934,565 Est. Cost $24.00 Unrealized +14.3%
Xerox Corporation-Cum Rts 3.6%
Value ($000) $31,076 Shares 2,750,106 Est. Cost $10.75 Unrealized
IMO Imperial Oil Limited 3.5%
Value ($000) $29,971 Shares 642,445 Est. Cost $42.37 Unrealized -20.1%
VZ Verizon Communications 3.2%
Value ($000) $27,530 Shares 578,725 Est. Cost $25.87 Unrealized 0.0%
C Citigroup Inc New 3.0%
Value ($000) $25,994 Shares 546,100 Est. Cost $37.07 Unrealized 0.0%
SNY Sanofi ADR 2.9%
Value ($000) $25,106 Shares 480,215 Est. Cost $53.58 Unrealized
Gran Tierra Energy Inc 2.8%
Value ($000) $23,732 Shares 3,172,750 Est. Cost $5.52 Unrealized
Alamos Gold Inc 2.6%
Value ($000) $22,285 Shares 2,461,575 Est. Cost $9.05 Unrealized
CST Brands Inc 2.6%
Value ($000) $22,160 Shares 709,345 Est. Cost $31.91 Unrealized
EMN Eastman Chemical Co 2.1%
Value ($000) $18,326 Shares 212,580 Est. Cost $56.96 Unrealized 0.0%
Annaly Capital Management Inc 1.6%
Value ($000) $13,857 Shares 1,263,200 Est. Cost $11.01 Unrealized
Elizabeth Arden Inc 1.6%
Value ($000) $13,616 Shares 461,425 Est. Cost $29.51 Unrealized
BAC Bank of America New 1.6%
Value ($000) $13,549 Shares 787,734 Est. Cost $11.61 Unrealized +14.1%
TGT Target Corp 1.5%
Value ($000) $12,803 Shares 211,590 Est. Cost $41.65 Unrealized 0.0%
CBS Corp Cl B 1.4%
Value ($000) $12,019 Shares 194,480 Est. Cost $58.52 Unrealized
GNC Holdings Inc Cl-A 1.4%
Value ($000) $11,944 Shares 271,350 Est. Cost $44.02 Unrealized
Cowen Group Inc - Cl A 0.9%
Value ($000) $7,959 Shares 1,804,700 Est. Cost $2.43 Unrealized
Brookfield Asset Mgt A LV 0.8%
Value ($000) $6,437 Shares 157,733 Est. Cost $36.48 Unrealized
BRK/B Berkshire Hathaway B New 0.7%
Value ($000) $5,943 Shares 47,555 Est. Cost $90.51 Unrealized +29.1%
HON Honeywell Intl Inc 0.7%
Value ($000) $5,931 Shares 63,930 Est. Cost $63.34 Unrealized +2.2%
Bed Bath and Beyond Inc 0.6%
Value ($000) $5,449 Shares 79,200 Est. Cost $64.42 Unrealized
Comcast Crp Cl A Spec New 0.6%
Value ($000) $5,330 Shares 109,270 Est. Cost $36.66 Unrealized
SLB Schlumberger Ltd 0.6%
Value ($000) $4,947 Shares 50,735 Est. Cost $67.20 Unrealized -2.5%
BTI British Amer Tob Sp ADR 0.6%
Value ($000) $4,780 Shares 42,899 Est. Cost $102.10 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $4,582 Shares 55,971 Est. Cost $78.80 Unrealized -43.2%
RY Royal Bank of Canada 0.4%
Value ($000) $3,759 Shares 56,906 Est. Cost $60.25 Unrealized +7.3%
BMO Bank of Montreal 0.4%
Value ($000) $3,702 Shares 55,237 Est. Cost $60.61 Unrealized -33.7%
TJX TJX Companies Inc-New 0.4%
Value ($000) $3,281 Shares 54,100 Est. Cost $19.69 Unrealized +30.8%
V Visa Inc Class A 0.4%
Value ($000) $3,242 Shares 15,020 Est. Cost $92.41 Unrealized -44.7%
AXP American Express Co 0.3%
Value ($000) $2,867 Shares 31,850 Est. Cost $65.02 Unrealized +16.1%
ABT Abbott Laboratories 0.2%
Value ($000) $1,845 Shares 47,900 Est. Cost $41.70 Unrealized -26.3%
BCE BCE Inc - New 0.2%
Value ($000) $1,769 Shares 41,003 Est. Cost $40.91 Unrealized -47.5%
DLTR Dollar Tree Inc 0.2%
Value ($000) $1,352 Shares 25,900 Est. Cost $53.21 Unrealized 0.0%
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,081 Shares 9,575 Est. Cost $125.34 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $566 Shares 6,900 Est. Cost $54.19 Unrealized +14.7%
ENB Enbridge Inc 0.1%
Value ($000) $542 Shares 11,907 Est. Cost $43.13 Unrealized -47.2%
MFC Manulife Financial Corporation 0.1%
Value ($000) $469 Shares 24,286 Est. Cost $13.74 Unrealized +39.2%
Crescent Point Engy Corp 0.0%
Value ($000) $276 Shares 7,544 Est. Cost $36.59 Unrealized
STIP IShares 0-5 YR TIPS ETF 0.0%
Value ($000) $223 Shares 2,200 Est. Cost $101.36 Unrealized
Radio Shack Corporation 0.0%
Value ($000) $212 Shares 100,000 Est. Cost $2.12 Unrealized
Brookfield Properties Corp 0.0%
Value ($000) $192 Shares 10,000 Est. Cost $16.64 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $2.40 Unrealized