Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 28, 2017

Total Value ($000): $684,150 (100.0% shares, 0.0% debt)

Holdings (61)

JPM J.P. Morgan Chase&Company 5.4%
Value ($000) $36,691 Shares 417,705 Est. Cost $43.71 Unrealized +59.4%
Healthsouth Corp. 5.2%
Value ($000) $35,443 Shares 827,925 Est. Cost $39.26 Unrealized
SU Suncor Energy Inc. 4.7%
Value ($000) $32,217 Shares 1,051,087 Est. Cost $23.13 Unrealized -1.9%
Cigna Corp 4.7%
Value ($000) $32,012 Shares 218,527 Est. Cost $142.97 Unrealized
TD Toronto Dominion Bank 4.6%
Value ($000) $31,147 Shares 622,889 Est. Cost $58.23 Unrealized -12.2%
Walgreen Boots Alliance 4.5%
Value ($000) $30,740 Shares 370,137 Est. Cost $79.71 Unrealized
PBA Pembina Pipeline Corp 4.2%
Value ($000) $28,791 Shares 910,138 Est. Cost $16.66 Unrealized +19.2%
SLB Schlumberger Ltd 3.8%
Value ($000) $25,676 Shares 328,755 Est. Cost $53.20 Unrealized +19.1%
Agrium Inc 3.5%
Value ($000) $24,100 Shares 252,942 Est. Cost $88.85 Unrealized
RY Royal Bank of Canada 3.3%
Value ($000) $22,743 Shares 312,679 Est. Cost $53.02 Unrealized +36.7%
GOOG Alphabet Inc Cl C 2.8%
Value ($000) $19,498 Shares 23,504 Est. Cost $40.71 Unrealized 0.0%
United Technologies Corp 2.5%
Value ($000) $17,073 Shares 152,152 Est. Cost $102.47 Unrealized
WFC Wells Fargo & Co 2.5%
Value ($000) $16,786 Shares 301,595 Est. Cost $37.00 Unrealized +19.9%
AAPL Apple Inc 2.4%
Value ($000) $16,287 Shares 113,370 Est. Cost $22.52 Unrealized +35.2%
MSFT Microsoft Corporation 2.3%
Value ($000) $15,678 Shares 238,045 Est. Cost $45.98 Unrealized +25.8%
MET Metlife Inc 2.3%
Value ($000) $15,460 Shares 292,700 Est. Cost $31.02 Unrealized +13.9%
ILG Inc 2.2%
Value ($000) $14,851 Shares 708,525 Est. Cost $18.17 Unrealized
V Visa Inc. 2.2%
Value ($000) $14,756 Shares 166,037 Est. Cost $67.80 Unrealized +19.3%
BAC Bank of America 2.1%
Value ($000) $14,181 Shares 601,175 Est. Cost $12.42 Unrealized +56.0%
LYB Lyondellbasell Indus A NV 2.1%
Value ($000) $14,094 Shares 154,555 Est. Cost $54.20 Unrealized 0.0%
Mitel Networks Corp 2.1%
Value ($000) $14,029 Shares 2,026,930 Est. Cost $8.89 Unrealized
ACN Accenture PLC Cl-A 2.0%
Value ($000) $13,607 Shares 113,500 Est. Cost $93.35 Unrealized +11.4%
LOW Lowes Companies Inc 1.8%
Value ($000) $11,975 Shares 145,665 Est. Cost $65.42 Unrealized -0.6%
AIG American Intl Group New 1.7%
Value ($000) $11,582 Shares 185,517 Est. Cost $36.62 Unrealized +39.7%
TJX TJX Companies Inc-New 1.6%
Value ($000) $11,257 Shares 142,355 Est. Cost $29.98 Unrealized +13.4%
NWL Newell Brands Inc 1.6%
Value ($000) $11,213 Shares 237,705 Est. Cost $27.29 Unrealized +18.0%
ENB Enbridge Inc 1.6%
Value ($000) $10,608 Shares 253,636 Est. Cost $25.17 Unrealized -1.7%
BDX Becton Dickinson & Co 1.4%
Value ($000) $9,650 Shares 52,610 Est. Cost $144.69 Unrealized +5.5%
C Citigroup Inc New 1.4%
Value ($000) $9,598 Shares 160,437 Est. Cost $37.09 Unrealized +20.4%
COF Capital One Fincl Corp 1.3%
Value ($000) $8,944 Shares 103,206 Est. Cost $66.27 Unrealized +15.2%
CGI Group Inc. Cls A 1.3%
Value ($000) $8,914 Shares 186,365 Est. Cost $47.83 Unrealized
Barrick Gold Corporation 1.3%
Value ($000) $8,663 Shares 456,877 Est. Cost $18.96 Unrealized
Allergan PLC 1.2%
Value ($000) $8,382 Shares 35,084 Est. Cost $268.47 Unrealized
Brookfield Asset Mgt A LV 1.2%
Value ($000) $8,236 Shares 226,446 Est. Cost $38.24 Unrealized
Hanesbrands Inc 1.1%
Value ($000) $7,644 Shares 368,200 Est. Cost $20.76 Unrealized
GM General Motors Company 1.1%
Value ($000) $7,358 Shares 208,095 Est. Cost $24.80 Unrealized +24.8%
Time Warner Inc-New 1.1%
Value ($000) $7,322 Shares 74,933 Est. Cost $72.36 Unrealized
Liberty Interactive Corp-A 1.0%
Value ($000) $7,170 Shares 358,170 Est. Cost $28.78 Unrealized
BTI British Amer Tob Sp ADR 1.0%
Value ($000) $6,846 Shares 103,230 Est. Cost $88.53 Unrealized
BNS Bank of Nova Scotia 0.9%
Value ($000) $6,259 Shares 107,170 Est. Cost $51.14 Unrealized -26.1%
KSS Kohl's Corp. 0.9%
Value ($000) $6,071 Shares 152,500 Est. Cost $40.82 Unrealized 0.0%
Cowen Group Inc - Cl A New 0.6%
Value ($000) $4,320 Shares 288,950 Est. Cost $15.46 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $3,734 Shares 33,075 Est. Cost $76.44 Unrealized -14.2%
Discovery Comm Inc SRS A 0.5%
Value ($000) $3,507 Shares 120,550 Est. Cost $30.70 Unrealized
TM Toyota Motor Co Ltd ADR 0.5%
Value ($000) $3,501 Shares 32,240 Est. Cost $118.66 Unrealized
JCI Johnson Controls Inc PLC 0.5%
Value ($000) $3,285 Shares 78,007 Est. Cost $33.21 Unrealized +3.9%
HON Honeywell Intl Inc 0.4%
Value ($000) $2,814 Shares 22,535 Est. Cost $64.25 Unrealized +43.1%
CMCSA Comcast Corp Class A - New 0.4%
Value ($000) $2,701 Shares 71,850 Est. Cost $25.73 Unrealized +16.3%
TSM Taiwan Semicon Man SP/ADR 0.3%
Value ($000) $2,034 Shares 61,940 Est. Cost $32.84 Unrealized
BMO Bank of Montreal 0.2%
Value ($000) $1,407 Shares 18,864 Est. Cost $56.74 Unrealized -7.0%
BCE BCE Inc - New 0.1%
Value ($000) $1,006 Shares 22,750 Est. Cost $33.54 Unrealized -23.4%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $455 Shares 2,730 Est. Cost $91.46 Unrealized +82.9%
Crescent Point Energy Corp. 0.1%
Value ($000) $412 Shares 38,150 Est. Cost $22.62 Unrealized
Transcanada Corp 0.1%
Value ($000) $385 Shares 8,349 Est. Cost $45.21 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $261 Shares 3,546 Est. Cost $60.23 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $250 Shares 1 Est. Cost $199512.94 Unrealized +25.7%
MFC Manulife Financial Corporation 0.0%
Value ($000) $236 Shares 13,333 Est. Cost $16.67 Unrealized +10.5%
Stein Mart 0.0%
Value ($000) $196 Shares 65,000 Est. Cost $4.01 Unrealized
Wi-Lan Inc 0.0%
Value ($000) $64 Shares 35,000 Est. Cost $1.63 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $3.00 Unrealized
COR Semi-Tech Corporation-CL A 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $66.47 Unrealized 0.0%