Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 28, 2016

Total Value ($000): $770,939 (100.0% shares, 0.0% debt)

Holdings (60)

JPM J.P. Morgan Chase&Company 7.1%
Value ($000) $54,440 Shares 824,468 Est. Cost $43.71 Unrealized +13.7%
AIG American Intl Group New 6.2%
Value ($000) $47,420 Shares 765,217 Est. Cost $36.62 Unrealized +29.2%
TD Toronto Dominion Bank 5.6%
Value ($000) $43,061 Shares 1,098,763 Est. Cost $58.23 Unrealized -30.5%
BAC Bank of America 5.5%
Value ($000) $42,307 Shares 2,513,783 Est. Cost $12.42 Unrealized +9.1%
Walgreen Boots Alliance 4.9%
Value ($000) $37,468 Shares 439,990 Est. Cost $79.71 Unrealized
Mitel Networks Corp 4.6%
Value ($000) $35,270 Shares 4,574,845 Est. Cost $9.01 Unrealized
PHM Pulte Homes Inc 4.3%
Value ($000) $33,482 Shares 1,878,900 Est. Cost $17.38 Unrealized -5.3%
Alexion Pharmaceuticals 4.2%
Value ($000) $32,303 Shares 169,350 Est. Cost $180.77 Unrealized
SU Suncor Energy Inc - New 4.2%
Value ($000) $32,041 Shares 1,241,444 Est. Cost $24.04 Unrealized -19.9%
C Citigroup Inc New 4.1%
Value ($000) $31,938 Shares 617,156 Est. Cost $37.09 Unrealized +6.8%
COF Capital One Fincl Corp 3.9%
Value ($000) $30,254 Shares 419,149 Est. Cost $66.27 Unrealized -3.7%
Westrock Company 3.9%
Value ($000) $30,000 Shares 657,600 Est. Cost $50.19 Unrealized
Liberty Interactive Corp-A 3.7%
Value ($000) $28,724 Shares 1,051,421 Est. Cost $28.78 Unrealized
UNP Union Pacific Corp 3.7%
Value ($000) $28,143 Shares 359,890 Est. Cost $75.28 Unrealized -9.3%
Cigna Corp 3.4%
Value ($000) $25,930 Shares 177,200 Est. Cost $146.33 Unrealized
PBA Pembina Pipeline Corp 3.3%
Value ($000) $25,512 Shares 1,171,100 Est. Cost $17.68 Unrealized -20.5%
NWL Newell Rubbermaid Inc- Cum Rts 3.2%
Value ($000) $24,422 Shares 554,050 Est. Cost $27.94 Unrealized +4.1%
CVE Cenovus Energy Inc 3.0%
Value ($000) $23,111 Shares 1,827,736 Est. Cost $14.16 Unrealized -13.1%
Endo International PLC 2.9%
Value ($000) $22,249 Shares 363,435 Est. Cost $70.16 Unrealized
Allergan PLC 2.8%
Value ($000) $21,830 Shares 69,855 Est. Cost $312.50 Unrealized
CCL Carnival Corp - Paired Stock 2.6%
Value ($000) $19,917 Shares 365,590 Est. Cost $43.74 Unrealized +2.9%
GM General Motors Company 1.1%
Value ($000) $8,368 Shares 246,050 Est. Cost $24.80 Unrealized +11.7%
Brookfield Asset Mgt A LV 1.0%
Value ($000) $7,387 Shares 234,208 Est. Cost $38.24 Unrealized
Progressive Waste Sols Ltd 0.8%
Value ($000) $6,469 Shares 274,600 Est. Cost $23.56 Unrealized
Time Inc 0.8%
Value ($000) $5,854 Shares 373,575 Est. Cost $22.72 Unrealized
VZ Verizon Communications 0.8%
Value ($000) $5,819 Shares 125,900 Est. Cost $26.60 Unrealized +1.2%
Cowen Group Inc - Cl A 0.6%
Value ($000) $4,503 Shares 1,175,700 Est. Cost $2.43 Unrealized
Elizabeth Arden Inc 0.6%
Value ($000) $4,442 Shares 448,688 Est. Cost $22.20 Unrealized
BTI British Amer Tob Sp ADR 0.6%
Value ($000) $4,395 Shares 39,790 Est. Cost $103.39 Unrealized
ACN Accenture PLC Cl-A 0.6%
Value ($000) $4,288 Shares 41,040 Est. Cost $77.11 Unrealized +16.7%
V Visa Inc Class A 0.5%
Value ($000) $4,163 Shares 53,680 Est. Cost $67.77 Unrealized +6.5%
Discovery Comm Inc SRS A 0.5%
Value ($000) $4,141 Shares 155,200 Est. Cost $30.70 Unrealized
BNS Bank of Nova Scotia 0.5%
Value ($000) $4,135 Shares 102,245 Est. Cost $51.85 Unrealized -48.2%
HON Honeywell Intl Inc 0.4%
Value ($000) $3,310 Shares 31,955 Est. Cost $63.34 Unrealized +17.3%
TM Toyota Motor Co Ltd ADR 0.4%
Value ($000) $3,075 Shares 24,990 Est. Cost $119.91 Unrealized
CMCSA Comcast Corp Class A - New 0.4%
Value ($000) $3,030 Shares 53,700 Est. Cost $23.76 Unrealized 0.0%
TJX TJX Companies Inc-New 0.4%
Value ($000) $2,782 Shares 39,225 Est. Cost $20.89 Unrealized +47.9%
PM Philip Morris Intl Inc 0.4%
Value ($000) $2,762 Shares 31,420 Est. Cost $78.80 Unrealized -33.6%
AXP American Express Co 0.4%
Value ($000) $2,762 Shares 39,710 Est. Cost $68.17 Unrealized -7.8%
OXY Occidental Pete Corp 0.3%
Value ($000) $2,613 Shares 38,650 Est. Cost $55.77 Unrealized -4.2%
RY Royal Bank of Canada 0.3%
Value ($000) $2,393 Shares 44,667 Est. Cost $61.63 Unrealized -9.0%
ABT Abbott Laboratories 0.3%
Value ($000) $2,331 Shares 51,900 Est. Cost $37.25 Unrealized -1.9%
United Technologies Corp 0.3%
Value ($000) $1,939 Shares 20,185 Est. Cost $112.89 Unrealized
Tyco International PLC 0.2%
Value ($000) $1,364 Shares 42,750 Est. Cost $33.43 Unrealized
Kansas City Southern 0.2%
Value ($000) $1,268 Shares 16,975 Est. Cost $89.00 Unrealized
Crescent Point Energy Corp. 0.1%
Value ($000) $1,154 Shares 99,056 Est. Cost $23.05 Unrealized
SNY Sanofi-Aventis ADR 0.1%
Value ($000) $1,151 Shares 27,000 Est. Cost $53.25 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $976 Shares 17,300 Est. Cost $58.02 Unrealized -34.2%
BCE BCE Inc - New 0.1%
Value ($000) $820 Shares 21,238 Est. Cost $36.10 Unrealized -35.8%
SLB Schlumberger Ltd 0.1%
Value ($000) $588 Shares 8,425 Est. Cost $56.10 Unrealized 0.0%
ENB Enbridge Inc 0.1%
Value ($000) $489 Shares 14,707 Est. Cost $34.69 Unrealized -39.8%
AAPL Apple Inc 0.1%
Value ($000) $475 Shares 4,508 Est. Cost $21.45 Unrealized +20.0%
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $361 Shares 2,730 Est. Cost $90.51 Unrealized +48.3%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $324 Shares 3,039 Est. Cost $77.76 Unrealized +4.3%
PHH Corp 0.0%
Value ($000) $324 Shares 20,000 Est. Cost $14.10 Unrealized
Time Warner Inc-New 0.0%
Value ($000) $323 Shares 5,000 Est. Cost $68.80 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $321 Shares 1,980 Est. Cost $116.50 Unrealized 0.0%
General Electric Co 0.0%
Value ($000) $202 Shares 6,500 Est. Cost $25.25 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized
TGB Taseko Mines Ltd. 0.0%
Value ($000) $5 Shares 13,000 Est. Cost $0.42 Unrealized 0.0%