Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 26, 2016

Total Value ($000): $706,576 (100.0% shares, 0.0% debt)

Holdings (63)

JPM J.P. Morgan Chase&Company 6.8%
Value ($000) $48,205 Shares 775,750 Est. Cost $43.71 Unrealized +10.6%
PBA Pembina Pipeline Corp 6.5%
Value ($000) $45,924 Shares 1,521,700 Est. Cost $16.66 Unrealized +5.6%
TD Toronto Dominion Bank 6.3%
Value ($000) $44,678 Shares 1,047,622 Est. Cost $58.23 Unrealized -25.2%
SU Suncor Energy Inc - New 5.3%
Value ($000) $37,123 Shares 1,347,473 Est. Cost $23.13 Unrealized -16.0%
Walgreen Boots Alliance 4.9%
Value ($000) $34,891 Shares 419,012 Est. Cost $79.71 Unrealized
PHM Pulte Homes Inc 4.7%
Value ($000) $33,115 Shares 1,699,105 Est. Cost $17.38 Unrealized -4.9%
NWL Newell Brands Inc 4.7%
Value ($000) $32,870 Shares 676,740 Est. Cost $27.29 Unrealized +14.9%
Allergan PLC 4.4%
Value ($000) $31,254 Shares 135,248 Est. Cost $272.82 Unrealized
SLB Schlumberger Ltd 3.8%
Value ($000) $27,066 Shares 342,255 Est. Cost $53.20 Unrealized +9.5%
Agrium Inc 3.7%
Value ($000) $25,930 Shares 288,582 Est. Cost $88.83 Unrealized
AIG American Intl Group New 3.5%
Value ($000) $25,033 Shares 473,292 Est. Cost $36.62 Unrealized +18.2%
Liberty Interactive Corp-A 3.5%
Value ($000) $24,688 Shares 973,091 Est. Cost $28.78 Unrealized
Healthsouth Corp. 3.1%
Value ($000) $21,702 Shares 559,025 Est. Cost $38.39 Unrealized
RY Royal Bank of Canada 3.0%
Value ($000) $20,859 Shares 355,456 Est. Cost $53.02 Unrealized +13.3%
Cigna Corp 2.9%
Value ($000) $20,176 Shares 157,642 Est. Cost $144.38 Unrealized
WFC Wells Fargo & Co 2.4%
Value ($000) $17,288 Shares 365,270 Est. Cost $37.13 Unrealized +0.3%
United Technologies Corp 2.4%
Value ($000) $17,186 Shares 167,582 Est. Cost $102.47 Unrealized
AAPL Apple Inc 2.3%
Value ($000) $16,136 Shares 168,794 Est. Cost $22.52 Unrealized +0.4%
V Visa Inc. 2.0%
Value ($000) $14,126 Shares 190,447 Est. Cost $67.80 Unrealized +8.0%
MSFT Microsoft Corporation 1.9%
Value ($000) $13,120 Shares 256,395 Est. Cost $45.98 Unrealized 0.0%
Mitel Networks Corp 1.8%
Value ($000) $12,548 Shares 2,012,730 Est. Cost $9.01 Unrealized
Interval Leisure Grp 1.7%
Value ($000) $12,005 Shares 755,000 Est. Cost $15.90 Unrealized
COF Capital One Fincl Corp 1.7%
Value ($000) $11,940 Shares 188,006 Est. Cost $66.27 Unrealized -11.5%
BAC Bank of America 1.6%
Value ($000) $11,373 Shares 857,017 Est. Cost $12.42 Unrealized -8.7%
KO Coca Cola Co 1.4%
Value ($000) $9,638 Shares 212,632 Est. Cost $31.84 Unrealized +4.6%
C Citigroup Inc New 1.3%
Value ($000) $9,309 Shares 219,604 Est. Cost $37.09 Unrealized -10.8%
Brookfield Asset Mgt A LV 1.1%
Value ($000) $7,574 Shares 230,528 Est. Cost $38.24 Unrealized
Time Warner Inc-New 1.0%
Value ($000) $7,262 Shares 98,750 Est. Cost $72.36 Unrealized
BTI British Amer Tob Sp ADR 1.0%
Value ($000) $7,039 Shares 54,365 Est. Cost $109.56 Unrealized
GM General Motors Company 0.9%
Value ($000) $6,485 Shares 229,170 Est. Cost $24.80 Unrealized +0.0%
ACN Accenture PLC Cl-A 0.9%
Value ($000) $6,423 Shares 56,690 Est. Cost $82.81 Unrealized +20.6%
Time Inc 0.7%
Value ($000) $5,170 Shares 314,125 Est. Cost $22.72 Unrealized
BNS Bank of Nova Scotia 0.7%
Value ($000) $5,022 Shares 103,199 Est. Cost $51.85 Unrealized -40.9%
Elizabeth Arden Inc 0.6%
Value ($000) $4,311 Shares 313,288 Est. Cost $22.20 Unrealized
Discovery Comm Inc SRS A 0.5%
Value ($000) $3,819 Shares 151,350 Est. Cost $30.70 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $3,637 Shares 35,750 Est. Cost $76.44 Unrealized -19.7%
HON Honeywell Intl Inc 0.5%
Value ($000) $3,560 Shares 30,605 Est. Cost $63.34 Unrealized +32.9%
Tyco International PLC 0.5%
Value ($000) $3,474 Shares 81,550 Est. Cost $37.32 Unrealized
Cowen Group Inc - Cl A 0.5%
Value ($000) $3,419 Shares 1,155,100 Est. Cost $2.43 Unrealized
CMCSA Comcast Corp Class A - New 0.5%
Value ($000) $3,339 Shares 51,225 Est. Cost $23.76 Unrealized +4.0%
TJX TJX Companies Inc-New 0.4%
Value ($000) $2,983 Shares 38,625 Est. Cost $20.89 Unrealized +59.6%
OXY Occidental Pete Corp 0.4%
Value ($000) $2,892 Shares 38,265 Est. Cost $55.77 Unrealized +1.7%
TM Toyota Motor Co Ltd ADR 0.4%
Value ($000) $2,603 Shares 26,040 Est. Cost $119.35 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,971 Shares 50,150 Est. Cost $37.25 Unrealized -10.4%
BMO Bank of Montreal 0.2%
Value ($000) $1,080 Shares 17,150 Est. Cost $58.02 Unrealized -25.8%
Crescent Point Energy Corp. 0.1%
Value ($000) $1,048 Shares 66,800 Est. Cost $23.05 Unrealized
SNY Sanofi-Aventis ADR 0.1%
Value ($000) $1,036 Shares 24,750 Est. Cost $53.25 Unrealized
BCE BCE Inc - New 0.1%
Value ($000) $864 Shares 18,373 Est. Cost $36.10 Unrealized -27.7%
ENB Enbridge Inc 0.1%
Value ($000) $575 Shares 13,680 Est. Cost $33.11 Unrealized -30.0%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $402 Shares 2,780 Est. Cost $91.46 Unrealized +56.3%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $282 Shares 2,539 Est. Cost $77.76 Unrealized +11.3%
AMGN Amgen Inc 0.0%
Value ($000) $281 Shares 1,847 Est. Cost $116.70 Unrealized 0.0%
PHH Corp 0.0%
Value ($000) $266 Shares 20,000 Est. Cost $14.10 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $254 Shares 7,000 Est. Cost $23.84 Unrealized 0.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $227 Shares 16,500 Est. Cost $14.08 Unrealized -13.3%
LNC Lincoln Natl Corp - Ind 0.0%
Value ($000) $217 Shares 5,600 Est. Cost $29.28 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $217 Shares 1 Est. Cost $199512.94 Unrealized +7.5%
Powershares QQQ Trust S-1 0.0%
Value ($000) $214 Shares 1,992 Est. Cost $107.43 Unrealized
Westrock Company 0.0%
Value ($000) $210 Shares 5,400 Est. Cost $50.19 Unrealized
Stein Mart 0.0%
Value ($000) $116 Shares 15,000 Est. Cost $7.33 Unrealized
Wi-Lan Inc 0.0%
Value ($000) $76 Shares 30,000 Est. Cost $2.53 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $1.10 Unrealized
TGB Taseko Mines Ltd. 0.0%
Value ($000) $6 Shares 13,000 Est. Cost $0.42 Unrealized +24.9%