Cumberland Partners Ltd Diversified Active

Location: Toronto, Ontario, Canada

CIK: 0001578985 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 29, 2014

Total Value: $817M (100.0% shares, 0.0% debt)

Holdings (48)

BNS Bank of Nova Scotia 8.9%
Value $72.77M Shares 1,177,347 Est. Cost $51.85 Unrealized -27.6%
TD Toronto Dominion Bank 7.6%
Value $62.11M Shares 1,259,490 Est. Cost $58.23 Unrealized -10.9%
JPM J.P. Morgan Chase&Company 6.7%
Value $55.04M Shares 913,686 Est. Cost $43.69 Unrealized -1.3%
AIG American Intl Group New 5.9%
Value $48.15M Shares 891,400 Est. Cost $35.24 Unrealized +18.6%
VZ Verizon Communications 5.8%
Value $47.2M Shares 944,215 Est. Cost $26.60 Unrealized +4.5%
GM General Motors Company 5.6%
Value $45.72M Shares 1,431,565 Est. Cost $24.80 Unrealized +6.8%
Catamaran Corp 4.6%
Value $37.64M Shares 894,275 Est. Cost $46.94 Unrealized
C Citigroup Inc New 3.8%
Value $31.11M Shares 600,275 Est. Cost $36.91 Unrealized +1.4%
AAPL Apple Inc 3.8%
Value $31.02M Shares 307,882 Est. Cost $17.30 Unrealized +25.0%
QCOM Qualcomm Inc 3.7%
Value $30.62M Shares 409,489 Est. Cost $61.37 Unrealized -9.7%
Walgreen Co 3.6%
Value $29.43M Shares 496,500 Est. Cost $59.27 Unrealized
SNY Sanofi-Aventis ADR 3.4%
Value $28.04M Shares 496,865 Est. Cost $53.45 Unrealized
CM Canadian Imperial Bank of Commerce 3.4%
Value $27.46M Shares 306,013 Est. Cost $77.50 Unrealized -65.0%
SU Suncor Energy Inc - New 3.3%
Value $26.67M Shares 737,420 Est. Cost $26.30 Unrealized +2.4%
Agrium Inc 3.2%
Value $26.16M Shares 294,545 Est. Cost $88.83 Unrealized
CBS Corp Cl B 3.0%
Value $24.35M Shares 455,205 Est. Cost $55.72 Unrealized
Xerox Corporation-Cum Rts 2.9%
Value $23.8M Shares 1,799,006 Est. Cost $10.78 Unrealized
Alamos Gold Inc 2.4%
Value $19.82M Shares 2,487,950 Est. Cost $9.05 Unrealized
Gran Tierra Energy Inc 2.2%
Value $17.68M Shares 2,856,525 Est. Cost $5.52 Unrealized
EMN Eastman Chemical Co 2.1%
Value $17.44M Shares 215,655 Est. Cost $56.96 Unrealized +2.6%
BAC Bank of America New 1.7%
Value $13.69M Shares 802,934 Est. Cost $11.63 Unrealized +8.1%
TGT Target Corp 1.7%
Value $13.68M Shares 218,315 Est. Cost $41.67 Unrealized +3.8%
Annaly Capital Management Inc 1.6%
Value $12.75M Shares 1,193,700 Est. Cost $11.01 Unrealized
Brookfield Asset Mgt A LV 1.3%
Value $10.26M Shares 228,611 Est. Cost $39.07 Unrealized
Cowen Group Inc - Cl A 0.8%
Value $6.522M Shares 1,739,000 Est. Cost $2.43 Unrealized
Comcast Crp Cl A Spec New 0.6%
Value $5.089M Shares 95,120 Est. Cost $36.66 Unrealized
RY Royal Bank of Canada 0.6%
Value $4.866M Shares 68,129 Est. Cost $61.73 Unrealized +19.2%
BMO Bank of Montreal 0.6%
Value $4.702M Shares 63,931 Est. Cost $58.49 Unrealized -18.9%
SLB Schlumberger Ltd 0.6%
Value $4.673M Shares 45,955 Est. Cost $67.20 Unrealized +18.3%
BRK/B Berkshire Hathaway B New 0.6%
Value $4.589M Shares 33,215 Est. Cost $90.51 Unrealized +47.2%
HON Honeywell Intl Inc 0.5%
Value $4.249M Shares 45,630 Est. Cost $63.34 Unrealized +5.9%
BTI British Amer Tob Sp ADR 0.5%
Value $4.204M Shares 37,175 Est. Cost $102.10 Unrealized
PM Philip Morris Intl Inc 0.5%
Value $3.998M Shares 47,940 Est. Cost $78.80 Unrealized -39.2%
TJX TJX Companies Inc-New 0.5%
Value $3.826M Shares 64,650 Est. Cost $20.89 Unrealized +15.5%
V Visa Inc Class A 0.4%
Value $3.333M Shares 15,620 Est. Cost $85.10 Unrealized -41.7%
AXP American Express Co 0.4%
Value $3.275M Shares 37,410 Est. Cost $67.82 Unrealized +12.8%
ABT Abbott Laboratories 0.4%
Value $3.14M Shares 75,500 Est. Cost $37.25 Unrealized -8.4%
Elizabeth Arden Inc 0.2%
Value $1.763M Shares 105,300 Est. Cost $26.38 Unrealized
BCE BCE Inc - New 0.2%
Value $1.34M Shares 31,350 Est. Cost $39.04 Unrealized -40.7%
TM Toyota Motor Co Ltd ADR 0.1%
Value $1.181M Shares 10,047 Est. Cost $124.52 Unrealized
IMO Imperial Oil Limited 0.1%
Value $811K Shares 17,175 Est. Cost $42.37 Unrealized -5.4%
ENB Enbridge Inc 0.1%
Value $777K Shares 16,230 Est. Cost $38.42 Unrealized -31.3%
UNH Unitedhealth Group Inc 0.1%
Value $595K Shares 6,900 Est. Cost $54.19 Unrealized +29.8%
MU Micron Technology Inc 0.1%
Value $497K Shares 14,500 Est. Cost $26.60 Unrealized +18.8%
MFC Manulife Financial Corporation 0.0%
Value $339K Shares 17,624 Est. Cost $13.74 Unrealized +46.5%
STIP IShares 0-5 YR TIPS ETF 0.0%
Value $221K Shares 2,200 Est. Cost $101.36 Unrealized
Transcanada Corp 0.0%
Value $220K Shares 4,276 Est. Cost $51.45 Unrealized
New York & Company Inc. 0.0%
Value $45,000 Shares 15,000 Est. Cost $3.67 Unrealized