Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 28, 2014

Total Value ($000): $887,418 (100.0% shares, 0.0% debt)

Holdings (52)

BNS Bank of Nova Scotia 9.1%
Value ($000) $80,619 Shares 1,209,857 Est. Cost $51.85 Unrealized -32.9%
TD Toronto Dominion Bank 7.4%
Value ($000) $65,736 Shares 1,277,623 Est. Cost $58.23 Unrealized -16.6%
SU Suncor Energy Inc - New 6.3%
Value ($000) $55,562 Shares 1,303,679 Est. Cost $26.30 Unrealized -1.1%
JPM J.P. Morgan Chase&Company 6.0%
Value ($000) $53,302 Shares 925,062 Est. Cost $43.69 Unrealized -5.7%
GM General Motors Company 5.9%
Value ($000) $52,273 Shares 1,440,040 Est. Cost $24.80 Unrealized +6.0%
CM Canadian Imperial Bank of Commerce 5.7%
Value ($000) $50,249 Shares 552,480 Est. Cost $77.50 Unrealized -67.2%
AIG American Intl Group New 5.5%
Value ($000) $48,983 Shares 897,450 Est. Cost $35.24 Unrealized +14.7%
Catamaran Corp 4.5%
Value ($000) $39,548 Shares 896,025 Est. Cost $46.94 Unrealized
Xerox Corporation-Cum Rts 3.9%
Value ($000) $34,685 Shares 2,788,156 Est. Cost $10.78 Unrealized
QCOM Qualcomm Inc 3.7%
Value ($000) $32,464 Shares 409,895 Est. Cost $61.37 Unrealized -6.6%
AAPL Apple Inc 3.3%
Value ($000) $29,497 Shares 317,418 Est. Cost $17.30 Unrealized +7.8%
VZ Verizon Communications 3.3%
Value ($000) $29,033 Shares 593,360 Est. Cost $25.90 Unrealized +3.5%
C Citigroup Inc New 3.2%
Value ($000) $28,573 Shares 606,650 Est. Cost $36.91 Unrealized -4.1%
Alamos Gold Inc 2.8%
Value ($000) $25,171 Shares 2,485,900 Est. Cost $9.05 Unrealized
CST Brands Inc 2.8%
Value ($000) $25,020 Shares 725,220 Est. Cost $31.96 Unrealized
Gran Tierra Energy Inc 2.8%
Value ($000) $24,949 Shares 2,877,625 Est. Cost $5.52 Unrealized
SNY Sanofi-Aventis ADR 2.8%
Value ($000) $24,762 Shares 497,190 Est. Cost $53.45 Unrealized
IMO Imperial Oil Limited 2.6%
Value ($000) $23,344 Shares 443,220 Est. Cost $42.37 Unrealized -9.6%
EMN Eastman Chemical Co 2.1%
Value ($000) $18,728 Shares 214,405 Est. Cost $56.96 Unrealized +6.4%
Annaly Capital Management Inc 1.6%
Value ($000) $14,194 Shares 1,241,800 Est. Cost $11.01 Unrealized
TGT Target Corp 1.4%
Value ($000) $12,480 Shares 215,365 Est. Cost $41.65 Unrealized -0.0%
BAC Bank of America New 1.4%
Value ($000) $12,399 Shares 806,734 Est. Cost $11.63 Unrealized +5.3%
CBS Corp Cl B 1.4%
Value ($000) $12,331 Shares 198,430 Est. Cost $58.59 Unrealized
Brookfield Asset Mgt A LV 1.2%
Value ($000) $10,587 Shares 240,683 Est. Cost $39.07 Unrealized
GNC Holdings Inc Cl-A 1.1%
Value ($000) $9,343 Shares 273,975 Est. Cost $44.02 Unrealized
Cowen Group Inc - Cl A 0.8%
Value ($000) $7,482 Shares 1,773,000 Est. Cost $2.43 Unrealized
SLB Schlumberger Ltd 0.7%
Value ($000) $5,789 Shares 49,075 Est. Cost $67.20 Unrealized +11.4%
HON Honeywell Intl Inc 0.7%
Value ($000) $5,775 Shares 62,130 Est. Cost $63.34 Unrealized +3.7%
Comcast Crp Cl A Spec New 0.6%
Value ($000) $5,657 Shares 106,070 Est. Cost $36.66 Unrealized
RY Royal Bank of Canada 0.6%
Value ($000) $5,052 Shares 70,712 Est. Cost $61.73 Unrealized +9.9%
BTI British Amer Tob Sp ADR 0.6%
Value ($000) $4,957 Shares 41,625 Est. Cost $102.10 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $4,602 Shares 54,580 Est. Cost $78.80 Unrealized -38.8%
BRK/B Berkshire Hathaway B New 0.5%
Value ($000) $4,599 Shares 36,340 Est. Cost $90.51 Unrealized +39.8%
BMO Bank of Montreal 0.5%
Value ($000) $4,455 Shares 60,530 Est. Cost $59.12 Unrealized -26.3%
AXP American Express Co 0.5%
Value ($000) $4,009 Shares 42,260 Est. Cost $67.82 Unrealized +12.6%
TJX TJX Companies Inc-New 0.4%
Value ($000) $3,883 Shares 73,050 Est. Cost $20.89 Unrealized +16.4%
V Visa Inc Class A 0.4%
Value ($000) $3,791 Shares 17,990 Est. Cost $85.10 Unrealized -43.4%
ABT tAbbott Laboratories 0.4%
Value ($000) $3,474 Shares 84,950 Est. Cost $37.25 Unrealized -15.5%
BCE BCE Inc - New 0.2%
Value ($000) $2,076 Shares 45,799 Est. Cost $39.04 Unrealized -41.0%
Elizabeth Arden Inc 0.2%
Value ($000) $1,703 Shares 79,500 Est. Cost $29.51 Unrealized
DLTR Dollar Tree Inc 0.2%
Value ($000) $1,438 Shares 26,410 Est. Cost $53.20 Unrealized -1.2%
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,077 Shares 9,000 Est. Cost $125.34 Unrealized
Valeant Pharma Intl New 0.1%
Value ($000) $745 Shares 5,915 Est. Cost $125.95 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $720 Shares 15,187 Est. Cost $39.25 Unrealized -35.9%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $564 Shares 6,900 Est. Cost $54.19 Unrealized +20.3%
MU Micron Technology Inc 0.1%
Value ($000) $478 Shares 14,500 Est. Cost $26.60 Unrealized 0.0%
MFC Manulife Financial Corporation 0.1%
Value ($000) $466 Shares 23,436 Est. Cost $13.74 Unrealized +37.6%
Brookfield PPtys Ptnrs LPU 0.0%
Value ($000) $374 Shares 17,912 Est. Cost $20.88 Unrealized
STIP IShares 0-5 YR TIPS ETF 0.0%
Value ($000) $225 Shares 2,200 Est. Cost $101.36 Unrealized
Merus Labs Intl Inc 0.0%
Value ($000) $111 Shares 50,400 Est. Cost $2.20 Unrealized
New York & Company Inc. 0.0%
Value ($000) $55 Shares 15,000 Est. Cost $3.67 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $2.40 Unrealized