Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $711,766 (100.0% shares, 0.0% debt)

Holdings (59)

JPM J.P. Morgan Chase&Company 7.0%
Value ($000) $50,100 Shares 752,370 Est. Cost $43.71 Unrealized +16.3%
PBA Pembina Pipeline Corp 5.9%
Value ($000) $41,884 Shares 1,374,158 Est. Cost $16.66 Unrealized +10.2%
SU Suncor Energy Inc - New 5.1%
Value ($000) $36,584 Shares 1,317,603 Est. Cost $23.13 Unrealized -15.6%
Allergan PLC 4.9%
Value ($000) $34,695 Shares 150,645 Est. Cost $268.47 Unrealized
Walgreen Boots Alliance 4.7%
Value ($000) $33,119 Shares 410,812 Est. Cost $79.71 Unrealized
NWL Newell Brands Inc 4.5%
Value ($000) $32,344 Shares 614,215 Est. Cost $27.29 Unrealized +27.6%
TD Toronto Dominion Bank 4.3%
Value ($000) $30,736 Shares 692,256 Est. Cost $58.23 Unrealized -24.7%
WFC Wells Fargo & Co 4.2%
Value ($000) $29,917 Shares 675,630 Est. Cost $37.00 Unrealized -0.4%
Healthsouth Corp. 3.9%
Value ($000) $27,534 Shares 678,675 Est. Cost $38.78 Unrealized
Agrium Inc 3.7%
Value ($000) $26,435 Shares 291,752 Est. Cost $88.85 Unrealized
SLB Schlumberger Ltd 3.7%
Value ($000) $26,174 Shares 332,830 Est. Cost $53.20 Unrealized +14.0%
RY Royal Bank of Canada 3.0%
Value ($000) $21,642 Shares 349,341 Est. Cost $53.02 Unrealized +15.9%
Cigna Corp 2.8%
Value ($000) $19,991 Shares 153,402 Est. Cost $144.38 Unrealized
AAPL Apple Inc 2.6%
Value ($000) $18,585 Shares 164,397 Est. Cost $22.52 Unrealized +7.6%
United Technologies Corp 2.3%
Value ($000) $16,612 Shares 163,507 Est. Cost $102.47 Unrealized
SABR Sabre Corp 2.3%
Value ($000) $16,386 Shares 581,500 Est. Cost $27.91 Unrealized 0.0%
PHM Pulte Homes Inc 2.3%
Value ($000) $16,158 Shares 806,275 Est. Cost $17.38 Unrealized +6.7%
AIG American Intl Group New 2.3%
Value ($000) $16,150 Shares 272,167 Est. Cost $36.62 Unrealized +23.0%
V Visa Inc. 2.2%
Value ($000) $15,355 Shares 185,672 Est. Cost $67.80 Unrealized +10.6%
MSFT Microsoft Corporation 2.0%
Value ($000) $14,355 Shares 249,220 Est. Cost $45.98 Unrealized +9.4%
Mitel Networks Corp 2.0%
Value ($000) $14,009 Shares 1,909,930 Est. Cost $9.01 Unrealized
COF Capital One Fincl Corp 1.9%
Value ($000) $13,176 Shares 183,431 Est. Cost $66.27 Unrealized -12.1%
BAC Bank of America 1.8%
Value ($000) $12,923 Shares 825,750 Est. Cost $12.42 Unrealized -2.9%
Interval Leisure Grp 1.8%
Value ($000) $12,752 Shares 742,700 Est. Cost $15.90 Unrealized
LOW Lowes Companies Inc 1.6%
Value ($000) $11,082 Shares 153,475 Est. Cost $65.42 Unrealized 0.0%
Liberty Interactive Corp-A 1.4%
Value ($000) $10,011 Shares 500,320 Est. Cost $28.78 Unrealized
C Citigroup Inc New 1.3%
Value ($000) $9,490 Shares 200,937 Est. Cost $37.09 Unrealized -7.9%
KO Coca Cola Co 1.2%
Value ($000) $8,801 Shares 207,967 Est. Cost $31.84 Unrealized +2.2%
Brookfield Asset Mgt A LV 1.1%
Value ($000) $8,007 Shares 227,671 Est. Cost $38.24 Unrealized
Time Warner Inc-New 1.1%
Value ($000) $7,700 Shares 96,733 Est. Cost $72.36 Unrealized
GM General Motors Company 1.0%
Value ($000) $7,108 Shares 223,745 Est. Cost $24.80 Unrealized +4.2%
ACN Accenture PLC Cl-A 1.0%
Value ($000) $6,941 Shares 56,815 Est. Cost $82.81 Unrealized +18.6%
BTI British Amer Tob Sp ADR 1.0%
Value ($000) $6,767 Shares 53,015 Est. Cost $109.56 Unrealized
MET Metlife Inc 0.9%
Value ($000) $6,407 Shares 144,200 Est. Cost $27.39 Unrealized 0.0%
Bed Bath and Beyond Inc 0.8%
Value ($000) $5,754 Shares 133,475 Est. Cost $43.11 Unrealized
BNS Bank of Nova Scotia 0.8%
Value ($000) $5,494 Shares 103,668 Est. Cost $51.85 Unrealized -37.8%
Cowen Group Inc - Cl A 0.6%
Value ($000) $4,099 Shares 1,129,400 Est. Cost $2.43 Unrealized
TM Toyota Motor Co Ltd ADR 0.5%
Value ($000) $3,820 Shares 32,915 Est. Cost $118.66 Unrealized
JCI Johnson Controls Inc PLC 0.5%
Value ($000) $3,624 Shares 77,878 Est. Cost $33.21 Unrealized 0.0%
HON Honeywell Intl Inc 0.5%
Value ($000) $3,533 Shares 30,305 Est. Cost $63.34 Unrealized +35.8%
PM Philip Morris Intl Inc 0.5%
Value ($000) $3,500 Shares 36,000 Est. Cost $76.44 Unrealized -18.5%
Discovery Comm Inc SRS A 0.5%
Value ($000) $3,471 Shares 128,950 Est. Cost $30.70 Unrealized
CMCSA Comcast Corp Class A - New 0.5%
Value ($000) $3,365 Shares 50,725 Est. Cost $23.76 Unrealized +12.0%
TJX TJX Companies Inc-New 0.4%
Value ($000) $2,903 Shares 38,825 Est. Cost $20.89 Unrealized +64.1%
Time Inc 0.4%
Value ($000) $2,867 Shares 197,999 Est. Cost $22.72 Unrealized
OXY Occidental Pete Corp 0.4%
Value ($000) $2,786 Shares 38,215 Est. Cost $55.77 Unrealized +2.9%
KSS Kohl Corp 0.3%
Value ($000) $2,161 Shares 49,400 Est. Cost $41.89 Unrealized 0.0%
BMO Bank of Montreal 0.2%
Value ($000) $1,091 Shares 16,650 Est. Cost $58.02 Unrealized -23.2%
BCE BCE Inc - New 0.1%
Value ($000) $797 Shares 17,246 Est. Cost $36.10 Unrealized -25.2%
ENB Enbridge Inc 0.1%
Value ($000) $583 Shares 13,281 Est. Cost $33.11 Unrealized -27.3%
Crescent Point Energy Corp. 0.1%
Value ($000) $485 Shares 36,800 Est. Cost $23.05 Unrealized
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $394 Shares 2,730 Est. Cost $91.46 Unrealized +59.9%
Corrections Corp of America-New 0.0%
Value ($000) $305 Shares 22,000 Est. Cost $13.86 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $237 Shares 16,500 Est. Cost $14.08 Unrealized -14.3%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $216 Shares 1 Est. Cost $199512.94 Unrealized +9.9%
Westrock Company 0.0%
Value ($000) $213 Shares 4,400 Est. Cost $50.19 Unrealized
Stein Mart 0.0%
Value ($000) $95 Shares 15,000 Est. Cost $7.33 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $37 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 +23.0%