Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 6, 2018

Total Value ($000): $759,827 (100.0% shares, 0.0% debt)

Holdings (59)

JPM J.P. Morgan Chase&Company 6.0%
Value ($000) $45,412 Shares 424,652 Est. Cost $44.71 Unrealized +81.9%
KSS Kohl's Corp. 5.2%
Value ($000) $39,651 Shares 731,146 Est. Cost $40.96 Unrealized +12.4%
Cigna Corp 4.8%
Value ($000) $36,773 Shares 181,065 Est. Cost $142.97 Unrealized
TD Toronto Dominion Bank 4.4%
Value ($000) $33,756 Shares 573,734 Est. Cost $57.78 Unrealized -1.1%
PBA Pembina Pipeline Corp 4.4%
Value ($000) $33,543 Shares 922,639 Est. Cost $17.01 Unrealized +31.0%
Hanesbrands Inc 4.2%
Value ($000) $32,178 Shares 1,538,855 Est. Cost $22.05 Unrealized
RY Royal Bank of Canada 3.9%
Value ($000) $29,290 Shares 357,181 Est. Cost $55.55 Unrealized +42.8%
Discover Financial Svcs 3.8%
Value ($000) $28,619 Shares 372,060 Est. Cost $65.31 Unrealized
Healthsouth Corp. 3.6%
Value ($000) $27,447 Shares 555,488 Est. Cost $39.26 Unrealized
Agrium Inc 3.5%
Value ($000) $26,919 Shares 233,070 Est. Cost $88.85 Unrealized
CGI Group Inc. Cls A 3.4%
Value ($000) $25,772 Shares 472,332 Est. Cost $49.98 Unrealized
PM Philip Morris Intl Inc 3.3%
Value ($000) $25,263 Shares 239,119 Est. Cost $74.80 Unrealized -7.0%
GOOG Alphabet Inc Cl C 3.2%
Value ($000) $23,962 Shares 22,900 Est. Cost $40.71 Unrealized +24.1%
SU Suncor Energy Inc. 2.8%
Value ($000) $21,347 Shares 579,035 Est. Cost $23.13 Unrealized +10.8%
ENB Enbridge Inc 2.8%
Value ($000) $21,216 Shares 540,251 Est. Cost $24.44 Unrealized -4.6%
MSFT Microsoft Corporation 2.7%
Value ($000) $20,507 Shares 239,735 Est. Cost $45.98 Unrealized +63.7%
United Technologies Corp 2.7%
Value ($000) $20,142 Shares 157,893 Est. Cost $103.16 Unrealized
Mitel Networks Corp 2.6%
Value ($000) $19,857 Shares 2,394,730 Est. Cost $8.65 Unrealized
V Visa Inc. 2.4%
Value ($000) $18,286 Shares 160,377 Est. Cost $67.80 Unrealized +54.0%
TE Connectivity 2.1%
Value ($000) $15,898 Shares 167,275 Est. Cost $95.04 Unrealized
BAC Bank of America 2.0%
Value ($000) $15,541 Shares 526,475 Est. Cost $14.60 Unrealized +56.1%
C Citigroup Inc New 1.9%
Value ($000) $14,504 Shares 194,917 Est. Cost $38.76 Unrealized +45.7%
AIG American Intl Group New 1.9%
Value ($000) $14,273 Shares 239,567 Est. Cost $39.64 Unrealized +25.4%
LYB Lyondellbasell Indus A NV 1.7%
Value ($000) $13,203 Shares 119,682 Est. Cost $53.11 Unrealized +19.5%
BDX Becton Dickinson & Co 1.7%
Value ($000) $12,629 Shares 58,999 Est. Cost $147.23 Unrealized +26.0%
BHF Brighthouse Financial Inc 1.5%
Value ($000) $11,399 Shares 194,379 Est. Cost $59.90 Unrealized -1.2%
MET Metlife Inc 1.4%
Value ($000) $10,971 Shares 217,000 Est. Cost $31.02 Unrealized +28.6%
Raytheon Co 1.2%
Value ($000) $9,019 Shares 48,009 Est. Cost $187.86 Unrealized
ACN Accenture PLC Cl-A 1.2%
Value ($000) $8,951 Shares 58,470 Est. Cost $96.07 Unrealized +33.8%
COF Capital One Fincl Corp 1.1%
Value ($000) $8,561 Shares 85,975 Est. Cost $66.27 Unrealized +19.7%
AAPL Apple Inc 1.1%
Value ($000) $8,556 Shares 50,557 Est. Cost $22.52 Unrealized +73.6%
Brookfield Asset Mgt A LV 1.1%
Value ($000) $8,496 Shares 194,351 Est. Cost $38.24 Unrealized
BTI British Amer Tob Sp ADR 1.0%
Value ($000) $7,397 Shares 110,420 Est. Cost $87.07 Unrealized
Discovery Comm Inc SRS A 1.0%
Value ($000) $7,352 Shares 328,500 Est. Cost $24.41 Unrealized
BNS Bank of Nova Scotia 0.9%
Value ($000) $7,043 Shares 108,671 Est. Cost $51.05 Unrealized -16.9%
Barrick Gold Corporation 0.9%
Value ($000) $6,910 Shares 475,777 Est. Cost $18.80 Unrealized
Crescent Point Energy Corp. 0.7%
Value ($000) $5,423 Shares 708,600 Est. Cost $8.43 Unrealized
Cowen Group Inc - Cl A New 0.7%
Value ($000) $5,285 Shares 387,200 Est. Cost $15.22 Unrealized
Time Warner Inc-New 0.7%
Value ($000) $5,134 Shares 56,133 Est. Cost $72.36 Unrealized
GM General Motors Company 0.6%
Value ($000) $4,280 Shares 104,420 Est. Cost $24.80 Unrealized +52.7%
TSM Taiwan Semicon Man SP/ADR 0.5%
Value ($000) $4,005 Shares 101,015 Est. Cost $33.84 Unrealized
CMCSA Comcast Corp Class A - New 0.5%
Value ($000) $3,870 Shares 96,625 Est. Cost $27.15 Unrealized +13.0%
HON Honeywell Intl Inc 0.5%
Value ($000) $3,673 Shares 23,945 Est. Cost $70.20 Unrealized +61.5%
SBUX Starbucks Corp 0.4%
Value ($000) $2,694 Shares 46,905 Est. Cost $49.01 Unrealized -3.3%
WFC Wells Fargo & Co 0.3%
Value ($000) $2,619 Shares 43,165 Est. Cost $37.00 Unrealized +21.9%
TM Toyota Motor Co Ltd ADR 0.3%
Value ($000) $2,553 Shares 20,075 Est. Cost $118.66 Unrealized
SPGI S & P Global Inc 0.3%
Value ($000) $2,061 Shares 12,165 Est. Cost $151.96 Unrealized 0.0%
BMO Bank of Montreal 0.2%
Value ($000) $1,572 Shares 19,562 Est. Cost $56.51 Unrealized -0.9%
DEO Diageo PLC SP/ADR - New 0.2%
Value ($000) $1,460 Shares 10,000 Est. Cost $132.92 Unrealized
BCE BCE Inc - New 0.2%
Value ($000) $1,154 Shares 23,932 Est. Cost $32.93 Unrealized -12.6%
SLB Schlumberger Ltd 0.1%
Value ($000) $855 Shares 12,700 Est. Cost $53.20 Unrealized -3.7%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $505 Shares 2,545 Est. Cost $91.46 Unrealized +107.6%
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $499 Shares 4,777 Est. Cost $77.65 Unrealized 0.0%
IMO Imperial Oil Limited 0.1%
Value ($000) $438 Shares 13,960 Est. Cost $24.05 Unrealized +5.0%
CBKCQ Christopher & Banks Corp. 0.0%
Value ($000) $362 Shares 285,000 Est. Cost $1.38 Unrealized -8.5%
Easterly Acquisition Corp 0.0%
Value ($000) $351 Shares 34,765 Est. Cost $10.00 Unrealized
RCI Rogers Communications - B-NVS 0.0%
Value ($000) $293 Shares 5,730 Est. Cost $51.28 Unrealized +1.6%
Stein Mart 0.0%
Value ($000) $75 Shares 65,000 Est. Cost $4.01 Unrealized
Mcewen Mining Inc 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $3.00 Unrealized