Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 6, 2015

Total Value ($000): $956,137 (100.0% shares, 0.0% debt)

Holdings (59)

BNS Bank of Nova Scotia 7.0%
Value ($000) $66,834 Shares 1,169,270 Est. Cost $51.85 Unrealized -34.7%
AIG American Intl Group New 6.8%
Value ($000) $65,208 Shares 1,164,220 Est. Cost $36.62 Unrealized +12.3%
TD Toronto Dominion Bank 6.1%
Value ($000) $58,096 Shares 1,214,153 Est. Cost $58.23 Unrealized -17.2%
JPM J.P. Morgan Chase&Company 6.1%
Value ($000) $58,053 Shares 927,652 Est. Cost $43.71 Unrealized +2.3%
QCOM Qualcomm Inc 5.0%
Value ($000) $47,773 Shares 642,715 Est. Cost $58.46 Unrealized -8.8%
Catamaran Corp 4.8%
Value ($000) $46,033 Shares 888,280 Est. Cost $46.94 Unrealized
VZ Verizon Communications 4.6%
Value ($000) $44,245 Shares 945,810 Est. Cost $26.60 Unrealized +4.0%
Walgreen Boots Alliance 4.0%
Value ($000) $38,388 Shares 503,775 Est. Cost $76.20 Unrealized
CNQ Canadian Natural Resources Limited 3.7%
Value ($000) $35,653 Shares 1,151,460 Est. Cost $10.28 Unrealized 0.0%
C Citigroup Inc New 3.7%
Value ($000) $34,921 Shares 645,362 Est. Cost $37.09 Unrealized +6.6%
SU Suncor Energy Inc - New 3.6%
Value ($000) $34,250 Shares 1,076,789 Est. Cost $25.05 Unrealized -10.8%
CBS Corp Cl B 3.6%
Value ($000) $34,186 Shares 617,738 Est. Cost $55.62 Unrealized
AAPL Apple Inc 3.5%
Value ($000) $33,629 Shares 304,666 Est. Cost $17.30 Unrealized +39.2%
Agrium Inc 2.9%
Value ($000) $28,040 Shares 295,720 Est. Cost $88.83 Unrealized
Crescent Point Energy Corp. 2.9%
Value ($000) $27,555 Shares 1,187,948 Est. Cost $23.20 Unrealized
Xerox Corporation-Cum Rts 2.6%
Value ($000) $25,270 Shares 1,823,184 Est. Cost $10.82 Unrealized
Liberty Interactive Corp-A 2.3%
Value ($000) $21,910 Shares 744,736 Est. Cost $29.42 Unrealized
Mitel Networks Corp 2.2%
Value ($000) $21,294 Shares 1,721,450 Est. Cost $12.37 Unrealized
COF Capital One Fincl Corp 2.1%
Value ($000) $20,116 Shares 243,680 Est. Cost $66.54 Unrealized 0.0%
GM General Motors Company 2.0%
Value ($000) $19,549 Shares 560,000 Est. Cost $24.80 Unrealized -1.2%
Alamos Gold Inc 1.8%
Value ($000) $17,315 Shares 2,420,076 Est. Cost $9.05 Unrealized
TGT Target Corp 1.7%
Value ($000) $16,123 Shares 212,390 Est. Cost $41.67 Unrealized +16.6%
BAC Bank of America New 1.6%
Value ($000) $15,203 Shares 849,834 Est. Cost $11.73 Unrealized +15.5%
PHM Pulte Homes Inc 1.5%
Value ($000) $14,752 Shares 687,400 Est. Cost $17.32 Unrealized 0.0%
MCK McKesson Corporation 1.5%
Value ($000) $14,079 Shares 67,825 Est. Cost $186.87 Unrealized 0.0%
Elizabeth Arden Inc 1.4%
Value ($000) $13,825 Shares 646,300 Est. Cost $22.20 Unrealized
Annaly Capital Management Inc 1.3%
Value ($000) $12,700 Shares 1,174,834 Est. Cost $11.01 Unrealized
Goldcorp Inc 1.2%
Value ($000) $11,717 Shares 633,105 Est. Cost $18.51 Unrealized
Brookfield Asset Mgt A LV 1.0%
Value ($000) $9,959 Shares 198,462 Est. Cost $39.07 Unrealized
Cowen Group Inc - Cl A 0.7%
Value ($000) $6,535 Shares 1,361,500 Est. Cost $2.43 Unrealized
Comcast Crp Cl A Spec New 0.6%
Value ($000) $5,536 Shares 96,170 Est. Cost $36.89 Unrealized
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $5,181 Shares 48,050 Est. Cost $103.39 Unrealized
BMO Bank of Montreal 0.5%
Value ($000) $4,702 Shares 66,377 Est. Cost $58.02 Unrealized -21.5%
RY Royal Bank of Canada 0.5%
Value ($000) $4,485 Shares 64,848 Est. Cost $61.73 Unrealized +14.6%
TJX TJX Companies Inc-New 0.5%
Value ($000) $4,399 Shares 64,150 Est. Cost $20.89 Unrealized +30.8%
SLB Schlumberger Ltd 0.4%
Value ($000) $4,211 Shares 49,305 Est. Cost $67.21 Unrealized +0.2%
BRK/B Berkshire Hathaway B New 0.4%
Value ($000) $4,114 Shares 27,405 Est. Cost $90.51 Unrealized +59.5%
V Visa Inc Class A 0.4%
Value ($000) $4,096 Shares 15,620 Est. Cost $85.10 Unrealized -34.6%
PM Philip Morris Intl Inc 0.4%
Value ($000) $3,872 Shares 47,540 Est. Cost $78.80 Unrealized -37.5%
HON Honeywell Intl Inc 0.4%
Value ($000) $3,830 Shares 38,330 Est. Cost $63.34 Unrealized +7.8%
AXP American Express Co 0.4%
Value ($000) $3,481 Shares 37,410 Est. Cost $67.82 Unrealized +12.7%
ABT Abbott Laboratories 0.3%
Value ($000) $2,696 Shares 59,900 Est. Cost $37.25 Unrealized -5.2%
CM Canadian Imperial Bank of Commerce 0.2%
Value ($000) $2,183 Shares 25,369 Est. Cost $77.50 Unrealized -66.2%
SNY Sanofi-Aventis ADR 0.1%
Value ($000) $1,250 Shares 27,402 Est. Cost $53.45 Unrealized
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,214 Shares 9,678 Est. Cost $124.52 Unrealized
United Technologies Corp 0.1%
Value ($000) $1,214 Shares 10,550 Est. Cost $115.07 Unrealized
BCE BCE Inc - New 0.1%
Value ($000) $1,180 Shares 25,696 Est. Cost $39.04 Unrealized -39.7%
ENB Enbridge Inc 0.1%
Value ($000) $1,142 Shares 22,172 Est. Cost $34.92 Unrealized -27.4%
PBA Pembina Pipeline Corp 0.1%
Value ($000) $894 Shares 24,500 Est. Cost $21.12 Unrealized 0.0%
IMO Imperial Oil Limited 0.1%
Value ($000) $738 Shares 17,098 Est. Cost $42.37 Unrealized -16.0%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $698 Shares 6,900 Est. Cost $54.19 Unrealized +46.2%
MU Micron Technology Inc 0.1%
Value ($000) $508 Shares 14,500 Est. Cost $26.60 Unrealized +21.4%
America Movil S.A. ADR 0.1%
Value ($000) $479 Shares 21,600 Est. Cost $22.18 Unrealized
Transcanada Corp 0.0%
Value ($000) $236 Shares 4,801 Est. Cost $51.20 Unrealized
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $226 Shares 1 Est. Cost $216493.73 Unrealized 0.0%
STIP IShares 0-5 YR TIPS ETF 0.0%
Value ($000) $218 Shares 2,200 Est. Cost $101.36 Unrealized
Precision Drilling Corp 0.0%
Value ($000) $92 Shares 15,058 Est. Cost $6.11 Unrealized
New York & Company Inc. 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $3.67 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized