Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 2, 2017

Total Value ($000): $706,943 (100.0% shares, 0.0% debt)

Holdings (59)

Healthsouth Corp. 5.6%
Value ($000) $39,503 Shares 816,180 Est. Cost $39.26 Unrealized
JPM J.P. Morgan Chase&Company 5.3%
Value ($000) $37,635 Shares 411,760 Est. Cost $43.71 Unrealized +56.8%
Cigna Corp 5.1%
Value ($000) $36,257 Shares 216,602 Est. Cost $142.97 Unrealized
PBA Pembina Pipeline Corp 4.7%
Value ($000) $33,066 Shares 999,533 Est. Cost $17.01 Unrealized +20.4%
TD Toronto Dominion Bank 4.4%
Value ($000) $31,394 Shares 623,689 Est. Cost $58.23 Unrealized -17.2%
SU Suncor Energy Inc. 4.3%
Value ($000) $30,375 Shares 1,040,782 Est. Cost $23.13 Unrealized -3.5%
Walgreen Boots Alliance 3.6%
Value ($000) $25,103 Shares 320,567 Est. Cost $79.71 Unrealized
RY Royal Bank of Canada 3.5%
Value ($000) $25,049 Shares 345,394 Est. Cost $54.64 Unrealized +28.3%
Agrium Inc 3.2%
Value ($000) $22,678 Shares 250,512 Est. Cost $88.85 Unrealized
ENB Enbridge Inc 3.1%
Value ($000) $21,968 Shares 552,076 Est. Cost $24.44 Unrealized -2.5%
PM Philip Morris Intl Inc 3.1%
Value ($000) $21,860 Shares 186,120 Est. Cost $74.66 Unrealized -0.5%
GOOG Alphabet Inc Cl C 3.1%
Value ($000) $21,569 Shares 23,736 Est. Cost $40.71 Unrealized +11.6%
United Technologies Corp 2.7%
Value ($000) $18,862 Shares 154,472 Est. Cost $102.76 Unrealized
CGI Group Inc. Cls A 2.7%
Value ($000) $18,767 Shares 367,720 Est. Cost $49.41 Unrealized
Mitel Networks Corp 2.5%
Value ($000) $17,628 Shares 2,401,430 Est. Cost $8.65 Unrealized
LYB Lyondellbasell Indus A NV 2.5%
Value ($000) $17,364 Shares 205,755 Est. Cost $53.11 Unrealized -6.2%
MSFT Microsoft Corporation 2.3%
Value ($000) $16,465 Shares 238,875 Est. Cost $45.98 Unrealized +35.5%
AAPL Apple Inc 2.3%
Value ($000) $16,222 Shares 112,632 Est. Cost $22.52 Unrealized +52.4%
MET Metlife Inc 2.3%
Value ($000) $15,938 Shares 290,100 Est. Cost $31.02 Unrealized +11.6%
V Visa Inc. 2.2%
Value ($000) $15,541 Shares 165,717 Est. Cost $67.80 Unrealized +29.0%
AIG American Intl Group New 2.1%
Value ($000) $14,574 Shares 233,117 Est. Cost $39.31 Unrealized +26.7%
ACN Accenture PLC Cl-A 2.0%
Value ($000) $14,150 Shares 114,410 Est. Cost $93.35 Unrealized +14.8%
C Citigroup Inc New 1.8%
Value ($000) $13,057 Shares 195,237 Est. Cost $38.76 Unrealized +19.9%
NWL Newell Brands Inc 1.8%
Value ($000) $12,589 Shares 234,785 Est. Cost $27.29 Unrealized +26.6%
LOW Lowes Companies Inc 1.6%
Value ($000) $11,351 Shares 146,410 Est. Cost $65.42 Unrealized +6.5%
BDX Becton Dickinson & Co 1.5%
Value ($000) $10,313 Shares 52,855 Est. Cost $144.69 Unrealized +11.0%
TJX TJX Companies Inc-New 1.4%
Value ($000) $10,081 Shares 139,675 Est. Cost $29.98 Unrealized +11.4%
BAC Bank of America 1.3%
Value ($000) $9,221 Shares 380,075 Est. Cost $12.42 Unrealized +53.8%
WFC Wells Fargo & Co 1.3%
Value ($000) $8,972 Shares 161,915 Est. Cost $37.00 Unrealized +14.0%
Brookfield Asset Mgt A LV 1.2%
Value ($000) $8,835 Shares 225,396 Est. Cost $38.24 Unrealized
Liberty Interactive Corp-A 1.2%
Value ($000) $8,687 Shares 353,970 Est. Cost $28.78 Unrealized
Allergan PLC 1.2%
Value ($000) $8,679 Shares 35,703 Est. Cost $268.03 Unrealized
Hanesbrands Inc 1.2%
Value ($000) $8,465 Shares 365,500 Est. Cost $20.76 Unrealized
COF Capital One Fincl Corp 1.1%
Value ($000) $8,015 Shares 97,005 Est. Cost $66.27 Unrealized +5.6%
Barrick Gold Corporation 1.0%
Value ($000) $7,414 Shares 466,577 Est. Cost $18.90 Unrealized
BTI British Amer Tob Sp ADR 1.0%
Value ($000) $7,308 Shares 106,630 Est. Cost $87.89 Unrealized
Time Warner Inc-New 1.0%
Value ($000) $7,042 Shares 70,133 Est. Cost $72.36 Unrealized
SBUX Starbucks Corp 1.0%
Value ($000) $7,026 Shares 120,490 Est. Cost $50.21 Unrealized 0.0%
GM General Motors Company 1.0%
Value ($000) $6,965 Shares 199,395 Est. Cost $24.80 Unrealized +17.1%
BNS Bank of Nova Scotia 0.9%
Value ($000) $6,401 Shares 106,523 Est. Cost $51.14 Unrealized -28.0%
KSS Kohl's Corp. 0.8%
Value ($000) $5,851 Shares 151,300 Est. Cost $40.82 Unrealized -6.1%
Cowen Group Inc - Cl A New 0.7%
Value ($000) $5,264 Shares 323,950 Est. Cost $15.54 Unrealized
JCI Johnson Controls Inc PLC 0.5%
Value ($000) $3,560 Shares 82,107 Est. Cost $33.27 Unrealized +3.2%
TSM Taiwan Semicon Man SP/ADR 0.5%
Value ($000) $3,474 Shares 99,365 Est. Cost $33.64 Unrealized
Discovery Comm Inc SRS A 0.4%
Value ($000) $3,015 Shares 116,750 Est. Cost $30.70 Unrealized
HON Honeywell Intl Inc 0.4%
Value ($000) $2,904 Shares 21,785 Est. Cost $64.25 Unrealized +53.7%
CMCSA Comcast Corp Class A - New 0.4%
Value ($000) $2,707 Shares 69,550 Est. Cost $25.73 Unrealized +24.0%
TM Toyota Motor Co Ltd ADR 0.3%
Value ($000) $2,108 Shares 20,075 Est. Cost $118.66 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $1,706 Shares 25,910 Est. Cost $53.20 Unrealized +4.9%
BMO Bank of Montreal 0.2%
Value ($000) $1,347 Shares 18,362 Est. Cost $56.74 Unrealized -12.0%
BCE BCE Inc - New 0.1%
Value ($000) $951 Shares 21,136 Est. Cost $33.54 Unrealized -20.7%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $445 Shares 2,630 Est. Cost $91.46 Unrealized +81.9%
Crescent Point Energy Corp. 0.0%
Value ($000) $290 Shares 37,900 Est. Cost $22.62 Unrealized
Transcanada Corp 0.0%
Value ($000) $267 Shares 5,608 Est. Cost $45.21 Unrealized
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $255 Shares 1 Est. Cost $199512.94 Unrealized +25.1%
CNI Canadian National Railway Company 0.0%
Value ($000) $245 Shares 3,026 Est. Cost $60.23 Unrealized +8.0%
Stein Mart 0.0%
Value ($000) $110 Shares 65,000 Est. Cost $4.01 Unrealized
CNQ Canadian Natural Resources Limited 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $10.12 Unrealized 0.0%
Mcewen Mining Inc 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $3.00 Unrealized