Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 10, 2016

Total Value ($000): $721,663 (100.0% shares, 0.0% debt)

Holdings (58)

JPM J.P. Morgan Chase&Company 6.6%
Value ($000) $47,962 Shares 809,893 Est. Cost $43.71 Unrealized +2.6%
TD Toronto Dominion Bank 6.5%
Value ($000) $47,075 Shares 1,089,204 Est. Cost $58.23 Unrealized -33.7%
PBA Pembina Pipeline Corp 6.0%
Value ($000) $43,274 Shares 1,598,725 Est. Cost $16.66 Unrealized -16.7%
SU Suncor Energy Inc - New 5.5%
Value ($000) $39,782 Shares 1,426,645 Est. Cost $23.13 Unrealized -26.4%
NWL Newell Brands Inc 5.4%
Value ($000) $39,156 Shares 884,085 Est. Cost $27.29 Unrealized -4.0%
Walgreen Boots Alliance 5.1%
Value ($000) $36,582 Shares 434,265 Est. Cost $79.71 Unrealized
PHM Pulte Homes Inc 4.7%
Value ($000) $34,271 Shares 1,831,700 Est. Cost $17.38 Unrealized -13.0%
Cigna Corp 4.3%
Value ($000) $30,964 Shares 225,625 Est. Cost $144.38 Unrealized
Mitel Networks Corp 4.2%
Value ($000) $30,531 Shares 3,725,520 Est. Cost $9.01 Unrealized
COF Capital One Fincl Corp 4.0%
Value ($000) $28,510 Shares 411,344 Est. Cost $66.27 Unrealized -16.5%
AIG American Intl Group New 3.8%
Value ($000) $27,069 Shares 500,817 Est. Cost $36.62 Unrealized +15.0%
SLB Schlumberger Ltd 3.6%
Value ($000) $26,263 Shares 356,105 Est. Cost $53.20 Unrealized -0.1%
Liberty Interactive Corp-A 3.6%
Value ($000) $25,965 Shares 1,028,296 Est. Cost $28.78 Unrealized
CCL Carnival Corp - Paired Stock 3.3%
Value ($000) $23,636 Shares 447,915 Est. Cost $43.49 Unrealized -2.6%
RY Royal Bank of Canada 2.9%
Value ($000) $21,287 Shares 368,986 Est. Cost $53.02 Unrealized -2.2%
AAPL Apple Inc 2.6%
Value ($000) $18,802 Shares 172,513 Est. Cost $22.52 Unrealized +0.1%
Allergan PLC 2.6%
Value ($000) $18,579 Shares 69,320 Est. Cost $312.50 Unrealized
Agrium Inc 2.5%
Value ($000) $18,057 Shares 204,245 Est. Cost $88.41 Unrealized
V Visa Inc Class A 2.1%
Value ($000) $15,454 Shares 202,055 Est. Cost $67.80 Unrealized +0.0%
WFC Wells Fargo & Co 1.9%
Value ($000) $13,507 Shares 279,285 Est. Cost $37.11 Unrealized 0.0%
BAC Bank of America 1.7%
Value ($000) $11,944 Shares 883,484 Est. Cost $12.42 Unrealized -12.6%
United Technologies Corp 1.5%
Value ($000) $11,119 Shares 111,080 Est. Cost $102.42 Unrealized
KO Coca Cola Co 1.4%
Value ($000) $10,410 Shares 224,405 Est. Cost $31.84 Unrealized 0.0%
C Citigroup Inc New 1.3%
Value ($000) $9,398 Shares 225,091 Est. Cost $37.09 Unrealized -15.8%
Brookfield Asset Mgt A LV 1.1%
Value ($000) $8,086 Shares 232,208 Est. Cost $38.24 Unrealized
GM General Motors Company 1.1%
Value ($000) $7,640 Shares 243,070 Est. Cost $24.80 Unrealized -2.1%
Healthsouth Corp. 1.0%
Value ($000) $7,553 Shares 200,700 Est. Cost $37.63 Unrealized
Time Warner Inc-New 1.0%
Value ($000) $7,338 Shares 101,150 Est. Cost $72.36 Unrealized
Time Inc 0.8%
Value ($000) $5,433 Shares 351,925 Est. Cost $22.72 Unrealized
BTI British Amer Tob Sp ADR 0.7%
Value ($000) $5,066 Shares 43,340 Est. Cost $104.50 Unrealized
ACN Accenture PLC Cl-A 0.7%
Value ($000) $5,047 Shares 43,740 Est. Cost $77.76 Unrealized +12.8%
BNS Bank of Nova Scotia 0.7%
Value ($000) $5,016 Shares 102,503 Est. Cost $51.85 Unrealized -50.8%
Cowen Group Inc - Cl A 0.6%
Value ($000) $4,452 Shares 1,168,400 Est. Cost $2.43 Unrealized
Discovery Comm Inc SRS A 0.6%
Value ($000) $4,413 Shares 154,150 Est. Cost $30.70 Unrealized
HON Honeywell Intl Inc 0.5%
Value ($000) $3,552 Shares 31,705 Est. Cost $63.34 Unrealized +20.5%
CMCSA Comcast Corp Class A - New 0.5%
Value ($000) $3,280 Shares 53,700 Est. Cost $23.76 Unrealized -4.3%
PM Philip Morris Intl Inc 0.4%
Value ($000) $3,242 Shares 33,050 Est. Cost $77.66 Unrealized -28.1%
TJX TJX Companies Inc-New 0.4%
Value ($000) $3,050 Shares 38,925 Est. Cost $20.89 Unrealized +51.3%
Elizabeth Arden Inc 0.4%
Value ($000) $2,828 Shares 345,288 Est. Cost $22.20 Unrealized
TM Toyota Motor Co Ltd ADR 0.4%
Value ($000) $2,771 Shares 26,065 Est. Cost $119.35 Unrealized
OXY Occidental Pete Corp 0.4%
Value ($000) $2,662 Shares 38,890 Est. Cost $55.77 Unrealized -9.7%
ABT Abbott Laboratories 0.3%
Value ($000) $2,163 Shares 51,700 Est. Cost $37.25 Unrealized -11.4%
Tyco International PLC 0.3%
Value ($000) $1,808 Shares 49,250 Est. Cost $33.86 Unrealized
Crescent Point Energy Corp. 0.2%
Value ($000) $1,210 Shares 87,300 Est. Cost $23.05 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $1,043 Shares 17,150 Est. Cost $58.02 Unrealized -36.6%
SNY Sanofi-Aventis ADR 0.1%
Value ($000) $1,024 Shares 25,500 Est. Cost $53.25 Unrealized
BCE BCE Inc - New 0.1%
Value ($000) $960 Shares 21,029 Est. Cost $36.10 Unrealized -35.6%
ENB Enbridge Inc 0.1%
Value ($000) $639 Shares 16,381 Est. Cost $33.11 Unrealized -42.0%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $387 Shares 2,730 Est. Cost $90.51 Unrealized +46.5%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $267 Shares 2,539 Est. Cost $77.76 Unrealized -3.4%
PHH Corp 0.0%
Value ($000) $251 Shares 20,000 Est. Cost $14.10 Unrealized
Westrock Company 0.0%
Value ($000) $225 Shares 5,775 Est. Cost $50.19 Unrealized
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $213 Shares 1 Est. Cost $199512.94 Unrealized 0.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $206 Shares 15,800 Est. Cost $14.16 Unrealized -29.0%
Stein Mart 0.0%
Value ($000) $110 Shares 15,000 Est. Cost $7.33 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $10.90 Unrealized 0.0%
Mcewen Mining Inc 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $1.10 Unrealized
TGB Taseko Mines Ltd. 0.0%
Value ($000) $7 Shares 13,000 Est. Cost $0.42 Unrealized -5.3%