Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 12, 2015

Total Value ($000): $910,696 (100.0% shares, 0.0% debt)

Holdings (59)

AIG American Intl Group New 6.8%
Value ($000) $61,911 Shares 1,129,975 Est. Cost $36.62 Unrealized +12.5%
BNS Bank of Nova Scotia 6.2%
Value ($000) $56,609 Shares 1,129,886 Est. Cost $51.85 Unrealized -42.7%
JPM J.P. Morgan Chase&Company 5.9%
Value ($000) $53,747 Shares 887,212 Est. Cost $43.71 Unrealized +1.3%
TD Toronto Dominion Bank 5.5%
Value ($000) $49,791 Shares 1,164,854 Est. Cost $58.23 Unrealized -26.2%
VZ Verizon Communications 4.9%
Value ($000) $44,752 Shares 920,250 Est. Cost $26.60 Unrealized +3.8%
Walgreen Boots Alliance 4.6%
Value ($000) $41,583 Shares 491,058 Est. Cost $76.20 Unrealized
CNQ Canadian Natural Resources Limited 4.4%
Value ($000) $40,119 Shares 1,310,687 Est. Cost $10.13 Unrealized -10.5%
BAC Bank of America New 4.4%
Value ($000) $40,069 Shares 2,603,565 Est. Cost $12.42 Unrealized +2.7%
PBA Pembina Pipeline Corp 3.7%
Value ($000) $34,091 Shares 1,080,350 Est. Cost $18.18 Unrealized -0.4%
C Citigroup Inc New 3.7%
Value ($000) $33,329 Shares 646,916 Est. Cost $37.09 Unrealized +2.3%
Crescent Point Energy Corp. 3.5%
Value ($000) $31,550 Shares 1,416,900 Est. Cost $23.05 Unrealized
SU Suncor Energy Inc - New 3.3%
Value ($000) $30,227 Shares 1,035,797 Est. Cost $25.05 Unrealized -19.2%
QCOM Qualcomm Inc 3.2%
Value ($000) $29,033 Shares 418,705 Est. Cost $58.46 Unrealized -11.6%
MCK McKesson Corporation 2.7%
Value ($000) $24,587 Shares 108,700 Est. Cost $193.41 Unrealized +5.6%
Xerox Corporation-Cum Rts 2.5%
Value ($000) $22,756 Shares 1,770,884 Est. Cost $10.82 Unrealized
CVE Cenovus Energy Inc 2.4%
Value ($000) $22,210 Shares 1,319,336 Est. Cost $14.89 Unrealized 0.0%
Goldcorp Inc 2.4%
Value ($000) $22,091 Shares 1,222,355 Est. Cost $18.30 Unrealized
Liberty Interactive Corp-A 2.3%
Value ($000) $21,148 Shares 724,471 Est. Cost $29.42 Unrealized
Agrium Inc 2.3%
Value ($000) $20,720 Shares 199,070 Est. Cost $88.83 Unrealized
GM General Motors Company 2.3%
Value ($000) $20,647 Shares 550,600 Est. Cost $24.80 Unrealized +13.5%
CBS Corp Cl B 2.2%
Value ($000) $20,460 Shares 337,463 Est. Cost $55.62 Unrealized
PRGO Perrigo Company PLC 2.0%
Value ($000) $18,658 Shares 112,700 Est. Cost $159.50 Unrealized 0.0%
COF Capital One Fincl Corp 2.0%
Value ($000) $18,562 Shares 235,500 Est. Cost $66.54 Unrealized -3.0%
Mitel Networks Corp 1.9%
Value ($000) $17,101 Shares 1,686,425 Est. Cost $12.37 Unrealized
Arris Group Inc - New 1.8%
Value ($000) $16,150 Shares 558,920 Est. Cost $28.90 Unrealized
PHM Pulte Homes Inc 1.6%
Value ($000) $14,626 Shares 657,925 Est. Cost $17.32 Unrealized +9.6%
Time Inc 1.6%
Value ($000) $14,337 Shares 638,925 Est. Cost $22.44 Unrealized
Brookfield Asset Mgt A LV 1.1%
Value ($000) $9,989 Shares 187,012 Est. Cost $39.07 Unrealized
Elizabeth Arden Inc 1.1%
Value ($000) $9,564 Shares 613,100 Est. Cost $22.20 Unrealized
Annaly Capital Management Inc 1.0%
Value ($000) $8,682 Shares 834,834 Est. Cost $11.01 Unrealized
Cowen Group Inc - Cl A 0.7%
Value ($000) $6,496 Shares 1,249,200 Est. Cost $2.43 Unrealized
Discovery Comm Inc SRS A 0.5%
Value ($000) $4,691 Shares 152,500 Est. Cost $30.76 Unrealized
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,597 Shares 44,300 Est. Cost $103.39 Unrealized
TJX TJX Companies Inc-New 0.5%
Value ($000) $4,136 Shares 59,050 Est. Cost $20.89 Unrealized +40.1%
HON Honeywell Intl Inc 0.4%
Value ($000) $3,774 Shares 36,180 Est. Cost $63.34 Unrealized +15.2%
V Visa Inc Class A 0.4%
Value ($000) $3,753 Shares 57,380 Est. Cost $67.77 Unrealized -9.6%
BRK/B Berkshire Hathaway B New 0.4%
Value ($000) $3,681 Shares 25,505 Est. Cost $90.51 Unrealized +62.6%
Comcast Crp Cl A Spec New 0.4%
Value ($000) $3,367 Shares 60,050 Est. Cost $36.89 Unrealized
AXP American Express Co 0.4%
Value ($000) $3,274 Shares 41,910 Est. Cost $68.17 Unrealized +4.2%
OXY Occidental Pete Corp 0.3%
Value ($000) $3,073 Shares 42,100 Est. Cost $55.77 Unrealized 0.0%
RY Royal Bank of Canada 0.3%
Value ($000) $3,011 Shares 50,078 Est. Cost $61.73 Unrealized -0.4%
PM Philip Morris Intl Inc 0.3%
Value ($000) $2,608 Shares 34,620 Est. Cost $78.80 Unrealized -40.3%
ABT Abbott Laboratories 0.3%
Value ($000) $2,585 Shares 55,800 Est. Cost $37.25 Unrealized +0.5%
ACN Accenture PLC Cl-A 0.3%
Value ($000) $2,438 Shares 26,015 Est. Cost $74.61 Unrealized 0.0%
NWL Newell Rubbermaid Inc- Cum Rts 0.2%
Value ($000) $2,021 Shares 51,725 Est. Cost $25.26 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.1%
Value ($000) $1,330 Shares 26,900 Est. Cost $53.45 Unrealized
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,245 Shares 8,900 Est. Cost $124.52 Unrealized
United Technologies Corp 0.1%
Value ($000) $1,181 Shares 10,075 Est. Cost $115.07 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $1,176 Shares 19,651 Est. Cost $58.02 Unrealized -31.2%
ENB Enbridge Inc 0.1%
Value ($000) $843 Shares 17,531 Est. Cost $34.92 Unrealized -25.3%
BCE BCE Inc - New 0.1%
Value ($000) $744 Shares 17,588 Est. Cost $39.04 Unrealized -39.4%
DVN Devon Energy Corporation 0.0%
Value ($000) $451 Shares 7,480 Est. Cost $41.56 Unrealized 0.0%
AAPL Apple Inc 0.0%
Value ($000) $332 Shares 2,667 Est. Cost $17.30 Unrealized +55.1%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $218 Shares 1 Est. Cost $216493.73 Unrealized +2.1%
VCSH Vanguard S/T Corp Bond ETF 0.0%
Value ($000) $217 Shares 2,700 Est. Cost $80.37 Unrealized
Corrections Corp of America-New 0.0%
Value ($000) $212 Shares 5,270 Est. Cost $40.23 Unrealized
Precision Drilling Corp 0.0%
Value ($000) $95 Shares 15,058 Est. Cost $6.11 Unrealized
New York & Company Inc. 0.0%
Value ($000) $38 Shares 15,000 Est. Cost $3.67 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.10 Unrealized