Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 29, 2014

Total Value ($000): $816,870 (100.0% shares, 0.0% debt)

Holdings (48)

BNS Bank of Nova Scotia 8.9%
Value ($000) $72,765 Shares 1,177,347 Est. Cost $51.85 Unrealized -27.6%
TD Toronto Dominion Bank 7.6%
Value ($000) $62,109 Shares 1,259,490 Est. Cost $58.23 Unrealized -10.9%
JPM J.P. Morgan Chase&Company 6.7%
Value ($000) $55,040 Shares 913,686 Est. Cost $43.69 Unrealized -1.3%
AIG American Intl Group New 5.9%
Value ($000) $48,153 Shares 891,400 Est. Cost $35.24 Unrealized +18.6%
VZ Verizon Communications 5.8%
Value ($000) $47,202 Shares 944,215 Est. Cost $26.60 Unrealized +4.5%
GM General Motors Company 5.6%
Value ($000) $45,724 Shares 1,431,565 Est. Cost $24.80 Unrealized +6.8%
Catamaran Corp 4.6%
Value ($000) $37,636 Shares 894,275 Est. Cost $46.94 Unrealized
C Citigroup Inc New 3.8%
Value ($000) $31,107 Shares 600,275 Est. Cost $36.91 Unrealized +1.4%
AAPL Apple Inc 3.8%
Value ($000) $31,019 Shares 307,882 Est. Cost $17.30 Unrealized +25.0%
QCOM Qualcomm Inc 3.7%
Value ($000) $30,618 Shares 409,489 Est. Cost $61.37 Unrealized -9.7%
Walgreen Co 3.6%
Value ($000) $29,428 Shares 496,500 Est. Cost $59.27 Unrealized
SNY Sanofi-Aventis ADR 3.4%
Value ($000) $28,038 Shares 496,865 Est. Cost $53.45 Unrealized
CM Canadian Imperial Bank of Commerce 3.4%
Value ($000) $27,464 Shares 306,013 Est. Cost $77.50 Unrealized -65.0%
SU Suncor Energy Inc - New 3.3%
Value ($000) $26,666 Shares 737,420 Est. Cost $26.30 Unrealized +2.4%
Agrium Inc 3.2%
Value ($000) $26,164 Shares 294,545 Est. Cost $88.83 Unrealized
CBS Corp Cl B 3.0%
Value ($000) $24,354 Shares 455,205 Est. Cost $55.72 Unrealized
Xerox Corporation-Cum Rts 2.9%
Value ($000) $23,800 Shares 1,799,006 Est. Cost $10.78 Unrealized
Alamos Gold Inc 2.4%
Value ($000) $19,823 Shares 2,487,950 Est. Cost $9.05 Unrealized
Gran Tierra Energy Inc 2.2%
Value ($000) $17,682 Shares 2,856,525 Est. Cost $5.52 Unrealized
EMN Eastman Chemical Co 2.1%
Value ($000) $17,444 Shares 215,655 Est. Cost $56.96 Unrealized +2.6%
BAC Bank of America New 1.7%
Value ($000) $13,690 Shares 802,934 Est. Cost $11.63 Unrealized +8.1%
TGT Target Corp 1.7%
Value ($000) $13,684 Shares 218,315 Est. Cost $41.67 Unrealized +3.8%
Annaly Capital Management Inc 1.6%
Value ($000) $12,749 Shares 1,193,700 Est. Cost $11.01 Unrealized
Brookfield Asset Mgt A LV 1.3%
Value ($000) $10,256 Shares 228,611 Est. Cost $39.07 Unrealized
Cowen Group Inc - Cl A 0.8%
Value ($000) $6,522 Shares 1,739,000 Est. Cost $2.43 Unrealized
Comcast Crp Cl A Spec New 0.6%
Value ($000) $5,089 Shares 95,120 Est. Cost $36.66 Unrealized
RY Royal Bank of Canada 0.6%
Value ($000) $4,866 Shares 68,129 Est. Cost $61.73 Unrealized +19.2%
BMO Bank of Montreal 0.6%
Value ($000) $4,702 Shares 63,931 Est. Cost $58.49 Unrealized -18.9%
SLB Schlumberger Ltd 0.6%
Value ($000) $4,673 Shares 45,955 Est. Cost $67.20 Unrealized +18.3%
BRK/B Berkshire Hathaway B New 0.6%
Value ($000) $4,589 Shares 33,215 Est. Cost $90.51 Unrealized +47.2%
HON Honeywell Intl Inc 0.5%
Value ($000) $4,249 Shares 45,630 Est. Cost $63.34 Unrealized +5.9%
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,204 Shares 37,175 Est. Cost $102.10 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $3,998 Shares 47,940 Est. Cost $78.80 Unrealized -39.2%
TJX TJX Companies Inc-New 0.5%
Value ($000) $3,826 Shares 64,650 Est. Cost $20.89 Unrealized +15.5%
V Visa Inc Class A 0.4%
Value ($000) $3,333 Shares 15,620 Est. Cost $85.10 Unrealized -41.7%
AXP American Express Co 0.4%
Value ($000) $3,275 Shares 37,410 Est. Cost $67.82 Unrealized +12.8%
ABT Abbott Laboratories 0.4%
Value ($000) $3,140 Shares 75,500 Est. Cost $37.25 Unrealized -8.4%
Elizabeth Arden Inc 0.2%
Value ($000) $1,763 Shares 105,300 Est. Cost $26.38 Unrealized
BCE BCE Inc - New 0.2%
Value ($000) $1,340 Shares 31,350 Est. Cost $39.04 Unrealized -40.7%
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,181 Shares 10,047 Est. Cost $124.52 Unrealized
IMO Imperial Oil Limited 0.1%
Value ($000) $811 Shares 17,175 Est. Cost $42.37 Unrealized -5.4%
ENB Enbridge Inc 0.1%
Value ($000) $777 Shares 16,230 Est. Cost $38.42 Unrealized -31.3%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $595 Shares 6,900 Est. Cost $54.19 Unrealized +29.8%
MU Micron Technology Inc 0.1%
Value ($000) $497 Shares 14,500 Est. Cost $26.60 Unrealized +18.8%
MFC Manulife Financial Corporation 0.0%
Value ($000) $339 Shares 17,624 Est. Cost $13.74 Unrealized +46.5%
STIP IShares 0-5 YR TIPS ETF 0.0%
Value ($000) $221 Shares 2,200 Est. Cost $101.36 Unrealized
Transcanada Corp 0.0%
Value ($000) $220 Shares 4,276 Est. Cost $51.45 Unrealized
New York & Company Inc. 0.0%
Value ($000) $45 Shares 15,000 Est. Cost $3.67 Unrealized