Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 31, 2017

Total Value ($000): $742,275 (100.0% shares, 0.0% debt)

Holdings (62)

JPM J.P. Morgan Chase&Company 5.4%
Value ($000) $40,071 Shares 419,550 Est. Cost $44.27 Unrealized +66.4%
Cigna Corp 5.4%
Value ($000) $39,769 Shares 212,735 Est. Cost $142.97 Unrealized
TD Toronto Dominion Bank 5.1%
Value ($000) $37,989 Shares 676,555 Est. Cost $57.78 Unrealized -9.1%
Healthsouth Corp. 5.0%
Value ($000) $37,474 Shares 808,505 Est. Cost $39.26 Unrealized
KSS Kohl's Corp. 4.6%
Value ($000) $34,266 Shares 750,625 Est. Cost $40.96 Unrealized +0.1%
PBA Pembina Pipeline Corp 4.5%
Value ($000) $33,164 Shares 947,728 Est. Cost $17.01 Unrealized +25.4%
RY Royal Bank of Canada 3.8%
Value ($000) $27,922 Shares 361,844 Est. Cost $55.55 Unrealized +34.4%
PM Philip Morris Intl Inc 3.7%
Value ($000) $27,375 Shares 246,595 Est. Cost $74.80 Unrealized +0.6%
Agrium Inc 3.4%
Value ($000) $25,366 Shares 237,330 Est. Cost $88.85 Unrealized
CGI Group Inc. Cls A 3.4%
Value ($000) $25,274 Shares 488,725 Est. Cost $49.98 Unrealized
ENB Enbridge Inc 3.1%
Value ($000) $22,947 Shares 550,826 Est. Cost $24.44 Unrealized -0.4%
Discover Financial Svcs 3.0%
Value ($000) $22,392 Shares 347,275 Est. Cost $64.48 Unrealized
GOOG Alphabet Inc Cl C 3.0%
Value ($000) $22,376 Shares 23,329 Est. Cost $40.71 Unrealized +13.6%
Hanesbrands Inc 2.8%
Value ($000) $20,933 Shares 849,550 Est. Cost $22.97 Unrealized
SU Suncor Energy Inc 2.8%
Value ($000) $20,802 Shares 595,117 Est. Cost $23.13 Unrealized +1.0%
Mitel Networks Corp 2.7%
Value ($000) $19,947 Shares 2,388,130 Est. Cost $8.65 Unrealized
LYB Lyondellbasell Indus A NV 2.7%
Value ($000) $19,942 Shares 201,330 Est. Cost $53.11 Unrealized +2.7%
United Technologies Corp 2.5%
Value ($000) $18,479 Shares 159,192 Est. Cost $103.16 Unrealized
MSFT Microsoft Corporation 2.4%
Value ($000) $17,776 Shares 238,635 Est. Cost $45.98 Unrealized +45.0%
V Visa Inc. 2.3%
Value ($000) $16,843 Shares 160,052 Est. Cost $67.80 Unrealized +41.2%
MET Metlife Inc 2.0%
Value ($000) $15,021 Shares 289,150 Est. Cost $31.02 Unrealized +18.1%
AIG American Intl Group New 2.0%
Value ($000) $14,765 Shares 240,517 Est. Cost $39.64 Unrealized +26.5%
C Citigroup Inc New 1.9%
Value ($000) $14,307 Shares 196,687 Est. Cost $38.76 Unrealized +33.9%
BAC Bank of America 1.8%
Value ($000) $13,536 Shares 534,175 Est. Cost $14.60 Unrealized +36.7%
AAPL Apple Inc 1.8%
Value ($000) $13,381 Shares 86,819 Est. Cost $22.52 Unrealized +60.5%
BDX Becton Dickinson & Co 1.5%
Value ($000) $11,461 Shares 58,490 Est. Cost $147.23 Unrealized +16.2%
BHF Brighthouse Financial Inc 1.4%
Value ($000) $10,449 Shares 171,870 Est. Cost $59.99 Unrealized 0.0%
WFC Wells Fargo & Co 1.1%
Value ($000) $8,534 Shares 154,745 Est. Cost $37.00 Unrealized +13.9%
Brookfield Asset Mgt A LV 1.1%
Value ($000) $8,129 Shares 197,396 Est. Cost $38.24 Unrealized
GM General Motors Company 1.1%
Value ($000) $8,055 Shares 199,495 Est. Cost $24.80 Unrealized +27.3%
COF Capital One Fincl Corp 1.1%
Value ($000) $7,996 Shares 94,455 Est. Cost $66.27 Unrealized +7.6%
Barrick Gold Corporation 1.0%
Value ($000) $7,746 Shares 482,677 Est. Cost $18.80 Unrealized
Discovery Comm Inc SRS A 1.0%
Value ($000) $7,505 Shares 352,500 Est. Cost $24.41 Unrealized
ACN Accenture PLC Cl-A 1.0%
Value ($000) $7,287 Shares 53,955 Est. Cost $93.35 Unrealized +22.8%
BNS Bank of Nova Scotia 0.9%
Value ($000) $6,893 Shares 107,523 Est. Cost $51.14 Unrealized -21.2%
BTI British Amer Tob Sp ADR 0.9%
Value ($000) $6,626 Shares 106,090 Est. Cost $87.89 Unrealized
Allergan PLC 0.8%
Value ($000) $6,144 Shares 29,978 Est. Cost $268.03 Unrealized
Time Warner Inc-New 0.8%
Value ($000) $5,889 Shares 57,483 Est. Cost $72.36 Unrealized
Cowen Group Inc - Cl A New 0.8%
Value ($000) $5,738 Shares 322,375 Est. Cost $15.54 Unrealized
Spirit AeroSystems Hldgs - A 0.5%
Value ($000) $3,810 Shares 49,025 Est. Cost $77.72 Unrealized
TSM Taiwan Semicon Man SP/ADR 0.5%
Value ($000) $3,665 Shares 97,615 Est. Cost $33.64 Unrealized
JCI Johnson Controls Inc PLC 0.4%
Value ($000) $3,308 Shares 82,107 Est. Cost $33.27 Unrealized +0.4%
HON Honeywell Intl Inc 0.4%
Value ($000) $2,983 Shares 21,045 Est. Cost $64.25 Unrealized +62.4%
CMCSA Comcast Corp Class A - New 0.4%
Value ($000) $2,658 Shares 69,075 Est. Cost $25.73 Unrealized +24.4%
TM Toyota Motor Co Ltd ADR 0.3%
Value ($000) $2,392 Shares 20,075 Est. Cost $118.66 Unrealized
NWL Newell Brands Inc 0.3%
Value ($000) $2,291 Shares 53,705 Est. Cost $27.29 Unrealized +22.6%
BMO Bank of Montreal 0.2%
Value ($000) $1,476 Shares 19,562 Est. Cost $56.51 Unrealized -6.1%
SBUX Starbucks Corp 0.2%
Value ($000) $1,443 Shares 26,875 Est. Cost $50.21 Unrealized -8.0%
TJX TJX Companies Inc-New 0.2%
Value ($000) $1,250 Shares 16,950 Est. Cost $29.98 Unrealized +5.7%
DEO Diageo PLC SP/ADR - New 0.2%
Value ($000) $1,246 Shares 9,430 Est. Cost $132.13 Unrealized
BCE BCE Inc - New 0.1%
Value ($000) $1,061 Shares 22,686 Est. Cost $33.16 Unrealized -15.7%
SLB Schlumberger Ltd 0.1%
Value ($000) $886 Shares 12,700 Est. Cost $53.20 Unrealized -2.5%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $482 Shares 2,630 Est. Cost $91.46 Unrealized +93.2%
Canadian Pacific Railway Limited 0.1%
Value ($000) $482 Shares 2,875 Est. Cost $167.65 Unrealized
Thomson Reuters Corp 0.1%
Value ($000) $458 Shares 10,000 Est. Cost $45.80 Unrealized
IMO Imperial Oil Limited 0.1%
Value ($000) $433 Shares 13,600 Est. Cost $24.02 Unrealized 0.0%
CBKCQ Christopher & Banks Corp. 0.1%
Value ($000) $388 Shares 285,000 Est. Cost $1.38 Unrealized 0.0%
Easterly Acquisition Corp 0.0%
Value ($000) $350 Shares 35,000 Est. Cost $10.00 Unrealized
Crescent Point Energy Corp. 0.0%
Value ($000) $294 Shares 36,700 Est. Cost $22.62 Unrealized
RCI Rogers Communications - B-NVS 0.0%
Value ($000) $245 Shares 4,760 Est. Cost $51.11 Unrealized 0.0%
Stein Mart 0.0%
Value ($000) $85 Shares 65,000 Est. Cost $4.01 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $3.00 Unrealized