Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 2, 2015

Total Value ($000): $807,295 (100.0% shares, 0.0% debt)

Holdings (62)

JPM J.P. Morgan Chase&Company 6.4%
Value ($000) $51,555 Shares 845,593 Est. Cost $43.71 Unrealized +13.5%
TD Toronto Dominion Bank 5.6%
Value ($000) $45,090 Shares 1,148,180 Est. Cost $58.23 Unrealized -31.6%
AIG American Intl Group New 5.5%
Value ($000) $44,494 Shares 783,067 Est. Cost $36.62 Unrealized +28.9%
BAC Bank of America New 4.9%
Value ($000) $39,885 Shares 2,560,002 Est. Cost $12.42 Unrealized +8.2%
UNP Union Pacific Corp 4.1%
Value ($000) $32,706 Shares 369,930 Est. Cost $75.28 Unrealized -4.1%
C Citigroup Inc New 3.8%
Value ($000) $31,023 Shares 625,341 Est. Cost $37.09 Unrealized +9.9%
Sandisk Corp 3.7%
Value ($000) $30,137 Shares 555,010 Est. Cost $54.30 Unrealized
Mitel Networks Corp 3.7%
Value ($000) $29,550 Shares 4,602,170 Est. Cost $9.01 Unrealized
PHM Pulte Homes Inc 3.6%
Value ($000) $29,439 Shares 1,560,075 Est. Cost $17.57 Unrealized +1.7%
PBA Pembina Pipeline Corp 3.5%
Value ($000) $28,309 Shares 1,180,850 Est. Cost $17.68 Unrealized -8.6%
Xerox Corporation-Cum Rts 3.5%
Value ($000) $28,270 Shares 2,905,434 Est. Cost $10.75 Unrealized
Liberty Interactive Corp-A 3.5%
Value ($000) $28,073 Shares 1,070,246 Est. Cost $28.78 Unrealized
SU Suncor Energy Inc - New 3.4%
Value ($000) $27,296 Shares 1,024,408 Est. Cost $25.05 Unrealized -26.0%
COF Capital One Fincl Corp 3.4%
Value ($000) $27,293 Shares 376,351 Est. Cost $66.55 Unrealized +0.0%
Alexion Pharmaceuticals 3.3%
Value ($000) $26,952 Shares 172,545 Est. Cost $180.77 Unrealized
Westrock Company 3.3%
Value ($000) $26,555 Shares 516,225 Est. Cost $51.44 Unrealized
Time Inc 2.9%
Value ($000) $23,515 Shares 1,234,375 Est. Cost $22.72 Unrealized
Walgreen Boots Alliance 2.8%
Value ($000) $22,241 Shares 267,635 Est. Cost $76.20 Unrealized
QCOM Qualcomm Inc 2.7%
Value ($000) $21,860 Shares 406,848 Est. Cost $58.46 Unrealized -24.5%
BNS Bank of Nova Scotia 2.6%
Value ($000) $21,141 Shares 481,328 Est. Cost $51.85 Unrealized -46.6%
MCK McKesson Corporation 2.5%
Value ($000) $20,424 Shares 110,385 Est. Cost $193.48 Unrealized +1.1%
CVE Cenovus Energy Inc 2.5%
Value ($000) $19,812 Shares 1,311,091 Est. Cost $14.89 Unrealized -21.7%
CCL Carnival Corp - Paired Stock 2.3%
Value ($000) $18,583 Shares 373,900 Est. Cost $43.74 Unrealized +0.6%
EBAY Ebay Inc 2.0%
Value ($000) $16,376 Shares 670,050 Est. Cost $23.93 Unrealized 0.0%
NWL Newell Rubbermaid Inc- Cum Rts 1.9%
Value ($000) $15,518 Shares 390,800 Est. Cost $27.46 Unrealized +1.2%
Endo International PLC 1.5%
Value ($000) $12,216 Shares 176,335 Est. Cost $79.65 Unrealized
GM General Motors Company 0.9%
Value ($000) $7,333 Shares 246,250 Est. Cost $24.80 Unrealized -2.6%
Brookfield Asset Mgt A LV 0.9%
Value ($000) $7,317 Shares 233,408 Est. Cost $38.24 Unrealized
VZ Verizon Communications 0.7%
Value ($000) $5,617 Shares 129,078 Est. Cost $26.60 Unrealized +1.5%
Cowen Group Inc - Cl A 0.7%
Value ($000) $5,411 Shares 1,186,700 Est. Cost $2.43 Unrealized
Elizabeth Arden Inc 0.7%
Value ($000) $5,354 Shares 457,988 Est. Cost $22.20 Unrealized
BTI British Amer Tob Sp ADR 0.6%
Value ($000) $4,518 Shares 41,040 Est. Cost $103.39 Unrealized
Arris Group Inc - New 0.6%
Value ($000) $4,452 Shares 171,450 Est. Cost $28.90 Unrealized
ACN Accenture PLC Cl-A 0.5%
Value ($000) $4,123 Shares 41,965 Est. Cost $77.11 Unrealized +8.7%
Discovery Comm Inc SRS A 0.5%
Value ($000) $4,029 Shares 154,900 Est. Cost $30.70 Unrealized
V Visa Inc Class A 0.5%
Value ($000) $3,805 Shares 54,630 Est. Cost $67.77 Unrealized -2.0%
Comcast Crp Cl A Spec New 0.4%
Value ($000) $3,249 Shares 56,750 Est. Cost $36.89 Unrealized
HON Honeywell Intl Inc 0.4%
Value ($000) $3,218 Shares 33,980 Est. Cost $63.34 Unrealized +15.8%
TJX TJX Companies Inc-New 0.4%
Value ($000) $2,969 Shares 41,575 Est. Cost $20.89 Unrealized +45.2%
AXP American Express Co 0.4%
Value ($000) $2,932 Shares 39,560 Est. Cost $68.17 Unrealized -2.8%
TM Toyota Motor Co Ltd ADR 0.4%
Value ($000) $2,895 Shares 24,690 Est. Cost $119.87 Unrealized
RY Royal Bank of Canada 0.3%
Value ($000) $2,605 Shares 47,283 Est. Cost $61.63 Unrealized -7.6%
OXY Occidental Pete Corp 0.3%
Value ($000) $2,593 Shares 39,200 Est. Cost $55.77 Unrealized -8.0%
PM Philip Morris Intl Inc 0.3%
Value ($000) $2,473 Shares 31,170 Est. Cost $78.80 Unrealized -37.9%
ABT Abbott Laboratories 0.3%
Value ($000) $2,079 Shares 51,675 Est. Cost $37.25 Unrealized +4.2%
United Technologies Corp 0.2%
Value ($000) $1,790 Shares 20,110 Est. Cost $112.89 Unrealized
Tyco International PLC 0.2%
Value ($000) $1,405 Shares 42,000 Est. Cost $33.45 Unrealized
Kansas City Southern 0.2%
Value ($000) $1,356 Shares 14,925 Est. Cost $90.97 Unrealized
SNY Sanofi-Aventis ADR 0.2%
Value ($000) $1,258 Shares 26,500 Est. Cost $53.45 Unrealized
Crescent Point Energy Corp. 0.2%
Value ($000) $1,244 Shares 109,084 Est. Cost $23.05 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $967 Shares 17,789 Est. Cost $58.02 Unrealized -37.8%
BCE BCE Inc - New 0.1%
Value ($000) $881 Shares 21,611 Est. Cost $36.10 Unrealized -38.2%
ENB Enbridge Inc 0.1%
Value ($000) $549 Shares 14,857 Est. Cost $34.69 Unrealized -33.7%
AAPL Apple Inc 0.1%
Value ($000) $474 Shares 4,298 Est. Cost $21.24 Unrealized +23.8%
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $356 Shares 2,730 Est. Cost $90.51 Unrealized +51.4%
Time Warner Inc-New 0.0%
Value ($000) $344 Shares 5,000 Est. Cost $68.80 Unrealized
General Electric Co 0.0%
Value ($000) $303 Shares 12,000 Est. Cost $25.25 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $295 Shares 3,039 Est. Cost $77.76 Unrealized +1.4%
PHH Corp 0.0%
Value ($000) $282 Shares 20,000 Est. Cost $14.10 Unrealized
IMO Imperial Oil Limited 0.0%
Value ($000) $256 Shares 8,125 Est. Cost $27.33 Unrealized 0.0%
Du Pont E I De Nemours 0.0%
Value ($000) $241 Shares 5,002 Est. Cost $48.18 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.10 Unrealized