Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 31, 2015

Total Value ($000): $877,934 (100.0% shares, 0.0% debt)

Holdings (58)

AIG American Intl Group New 7.7%
Value ($000) $67,985 Shares 1,099,725 Est. Cost $36.62 Unrealized +24.2%
JPM J.P. Morgan Chase&Company 6.7%
Value ($000) $58,998 Shares 870,687 Est. Cost $43.71 Unrealized +12.4%
TD Toronto Dominion Bank 5.6%
Value ($000) $48,818 Shares 1,148,045 Est. Cost $58.23 Unrealized -23.1%
BAC Bank of America New 5.0%
Value ($000) $43,823 Shares 2,574,771 Est. Cost $12.42 Unrealized +5.7%
Alexion Pharmaceuticals 4.1%
Value ($000) $36,150 Shares 199,980 Est. Cost $180.77 Unrealized
C Citigroup Inc New 4.0%
Value ($000) $34,936 Shares 632,441 Est. Cost $37.09 Unrealized +9.3%
BNS Bank of Nova Scotia 3.9%
Value ($000) $34,428 Shares 666,098 Est. Cost $51.85 Unrealized -40.2%
PHM Pulte Homes Inc 3.6%
Value ($000) $31,655 Shares 1,570,975 Est. Cost $17.57 Unrealized +1.0%
Xerox Corporation-Cum Rts 3.6%
Value ($000) $31,302 Shares 2,941,909 Est. Cost $10.75 Unrealized
Rock-Tenn Company CL A 3.5%
Value ($000) $31,023 Shares 515,325 Est. Cost $60.20 Unrealized
CNQ Canadian Natural Resources Limited 3.5%
Value ($000) $30,793 Shares 1,133,012 Est. Cost $10.13 Unrealized -5.3%
Crescent Point Energy Corp. 3.3%
Value ($000) $28,994 Shares 1,411,104 Est. Cost $23.05 Unrealized
PBA Pembina Pipeline Corp 3.3%
Value ($000) $28,767 Shares 888,825 Est. Cost $18.18 Unrealized +4.9%
Time Inc 3.3%
Value ($000) $28,537 Shares 1,240,175 Est. Cost $22.72 Unrealized
SU Suncor Energy Inc - New 3.2%
Value ($000) $28,126 Shares 1,019,827 Est. Cost $25.05 Unrealized -17.2%
Liberty Interactive Corp-A 3.2%
Value ($000) $27,660 Shares 996,771 Est. Cost $28.96 Unrealized
QCOM Qualcomm Inc 2.9%
Value ($000) $25,655 Shares 409,623 Est. Cost $58.46 Unrealized -13.9%
MCK McKesson Corporation 2.7%
Value ($000) $23,975 Shares 106,645 Est. Cost $193.41 Unrealized +10.2%
Walgreen Boots Alliance 2.6%
Value ($000) $22,816 Shares 270,210 Est. Cost $76.20 Unrealized
Mitel Networks Corp 2.5%
Value ($000) $21,819 Shares 2,456,270 Est. Cost $11.28 Unrealized
CVE Cenovus Energy Inc 2.4%
Value ($000) $20,821 Shares 1,300,511 Est. Cost $14.89 Unrealized -4.5%
COF Capital One Fincl Corp 2.3%
Value ($000) $20,338 Shares 231,200 Est. Cost $66.54 Unrealized +4.1%
VZ Verizon Communications 2.1%
Value ($000) $18,695 Shares 401,101 Est. Cost $26.60 Unrealized +6.5%
Arris Group Inc - New 1.9%
Value ($000) $16,952 Shares 553,995 Est. Cost $28.90 Unrealized
Endo International PLC 1.6%
Value ($000) $14,136 Shares 177,475 Est. Cost $79.65 Unrealized
UNP Union Pacific Corp 1.3%
Value ($000) $11,181 Shares 117,235 Est. Cost $81.98 Unrealized 0.0%
Brookfield Asset Mgt A LV 0.9%
Value ($000) $8,198 Shares 234,315 Est. Cost $38.24 Unrealized
GM General Motors Company 0.9%
Value ($000) $8,136 Shares 244,100 Est. Cost $24.80 Unrealized +12.2%
Elizabeth Arden Inc 0.9%
Value ($000) $8,034 Shares 563,400 Est. Cost $22.20 Unrealized
Cowen Group Inc - Cl A 0.9%
Value ($000) $7,666 Shares 1,197,800 Est. Cost $2.43 Unrealized
Discovery Comm Inc SRS A 0.6%
Value ($000) $5,083 Shares 152,800 Est. Cost $30.76 Unrealized
BTI British Amer Tob Sp ADR 0.5%
Value ($000) $4,702 Shares 43,440 Est. Cost $103.39 Unrealized
ACN Accenture PLC Cl-A 0.4%
Value ($000) $3,821 Shares 39,490 Est. Cost $76.69 Unrealized +5.2%
V Visa Inc Class A 0.4%
Value ($000) $3,692 Shares 54,980 Est. Cost $67.77 Unrealized -7.2%
HON Honeywell Intl Inc 0.4%
Value ($000) $3,592 Shares 35,230 Est. Cost $63.34 Unrealized +18.0%
Comcast Crp Cl A Spec New 0.4%
Value ($000) $3,455 Shares 57,650 Est. Cost $36.89 Unrealized
BRK/B Berkshire Hathaway B New 0.4%
Value ($000) $3,210 Shares 23,585 Est. Cost $90.51 Unrealized +57.6%
AXP American Express Co 0.4%
Value ($000) $3,164 Shares 40,710 Est. Cost $68.17 Unrealized -0.2%
OXY Occidental Pete Corp 0.4%
Value ($000) $3,080 Shares 39,600 Est. Cost $55.77 Unrealized +2.0%
TJX TJX Companies Inc-New 0.3%
Value ($000) $2,842 Shares 42,950 Est. Cost $20.89 Unrealized +37.3%
RY Royal Bank of Canada 0.3%
Value ($000) $2,837 Shares 46,323 Est. Cost $61.73 Unrealized +4.3%
ABT Abbott Laboratories 0.3%
Value ($000) $2,640 Shares 53,800 Est. Cost $37.25 Unrealized +5.6%
PM Philip Morris Intl Inc 0.3%
Value ($000) $2,568 Shares 32,036 Est. Cost $78.80 Unrealized -38.7%
United Technologies Corp 0.3%
Value ($000) $2,373 Shares 21,390 Est. Cost $112.89 Unrealized
NWL Newell Rubbermaid Inc- Cum Rts 0.2%
Value ($000) $2,179 Shares 53,025 Est. Cost $25.29 Unrealized +4.4%
CCL Carnival Corp - Paired Stock 0.2%
Value ($000) $1,514 Shares 30,650 Est. Cost $40.59 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.2%
Value ($000) $1,323 Shares 26,700 Est. Cost $53.45 Unrealized
TM Toyota Motor Co Ltd ADR 0.1%
Value ($000) $1,190 Shares 8,900 Est. Cost $124.52 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $1,083 Shares 18,250 Est. Cost $58.02 Unrealized -29.7%
BCE BCE Inc - New 0.1%
Value ($000) $874 Shares 20,543 Est. Cost $36.82 Unrealized -35.9%
ENB Enbridge Inc 0.1%
Value ($000) $845 Shares 18,057 Est. Cost $34.69 Unrealized -21.8%
AAPL Apple Inc 0.1%
Value ($000) $460 Shares 3,668 Est. Cost $20.37 Unrealized +40.1%
Kansas City Southern 0.1%
Value ($000) $456 Shares 5,000 Est. Cost $91.20 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $279 Shares 2,650 Est. Cost $77.61 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $205 Shares 1 Est. Cost $216493.73 Unrealized -0.9%
New York & Company Inc. 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $3.67 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.10 Unrealized
Pengrowth Energy Corp 0.0%
Value ($000) $0 Shares 113 Est. Cost Unrealized