Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 10, 2018

Total Value ($000): $708,548 (100.0% shares, 0.0% debt)

Holdings (56)

JPM J.P. Morgan Chase&Company 6.5%
Value ($000) $46,332 Shares 421,312 Est. Cost $44.71 Unrealized +104.5%
TD Toronto Dominion Bank 4.5%
Value ($000) $31,971 Shares 564,240 Est. Cost $57.78 Unrealized +1.3%
PM Philip Morris Intl Inc 4.1%
Value ($000) $28,736 Shares 289,095 Est. Cost $73.75 Unrealized -6.8%
PBA Pembina Pipeline Corp 4.0%
Value ($000) $28,299 Shares 908,295 Est. Cost $17.01 Unrealized +26.6%
Hanesbrands Inc 4.0%
Value ($000) $28,018 Shares 1,521,050 Est. Cost $22.05 Unrealized
HPQ HP Inc 3.9%
Value ($000) $27,646 Shares 1,261,205 Est. Cost $17.36 Unrealized 0.0%
EHC Encompass Health Corp 3.9%
Value ($000) $27,346 Shares 478,331 Est. Cost $38.63 Unrealized 0.0%
RY Royal Bank of Canada 3.8%
Value ($000) $27,242 Shares 353,207 Est. Cost $55.55 Unrealized +46.2%
CGI Group Inc. Cls A 3.7%
Value ($000) $26,424 Shares 458,873 Est. Cost $49.98 Unrealized
GOOG Alphabet Inc Cl C 3.4%
Value ($000) $24,293 Shares 23,544 Est. Cost $41.10 Unrealized +33.3%
Mitel Networks Corp 3.2%
Value ($000) $22,785 Shares 2,462,280 Est. Cost $8.66 Unrealized
Discover Financial Svcs 3.2%
Value ($000) $22,489 Shares 312,652 Est. Cost $65.31 Unrealized
MSFT Microsoft Corporation 3.1%
Value ($000) $21,706 Shares 237,829 Est. Cost $45.98 Unrealized +83.3%
Raytheon Co 3.1%
Value ($000) $21,693 Shares 100,516 Est. Cost $202.46 Unrealized
SU Suncor Energy Inc. 2.9%
Value ($000) $20,423 Shares 582,106 Est. Cost $23.13 Unrealized +11.9%
RCI Rogers Communications - B-NVS 2.8%
Value ($000) $20,090 Shares 450,515 Est. Cost $46.99 Unrealized -0.1%
United Technologies Corp 2.8%
Value ($000) $19,731 Shares 156,824 Est. Cost $103.16 Unrealized
V Visa Inc. 2.7%
Value ($000) $19,107 Shares 159,729 Est. Cost $67.80 Unrealized +69.3%
TE Connectivity 2.7%
Value ($000) $18,950 Shares 189,686 Est. Cost $95.62 Unrealized
ACN Accenture PLC Cl-A 2.3%
Value ($000) $16,435 Shares 107,069 Est. Cost $116.36 Unrealized +21.0%
BAC Bank of America 2.2%
Value ($000) $15,677 Shares 522,768 Est. Cost $14.60 Unrealized +78.6%
TXN Texas Instruments-Cum Rts 2.1%
Value ($000) $14,553 Shares 140,087 Est. Cost $86.53 Unrealized +0.4%
AIG American Intl Group New 2.0%
Value ($000) $14,186 Shares 260,667 Est. Cost $40.32 Unrealized +19.2%
C Citigroup Inc New 1.9%
Value ($000) $13,260 Shares 196,449 Est. Cost $38.76 Unrealized +48.7%
BDX Becton Dickinson & Co 1.8%
Value ($000) $12,821 Shares 59,162 Est. Cost $147.23 Unrealized +32.1%
LYB Lyondellbasell Indus A NV 1.8%
Value ($000) $12,516 Shares 118,432 Est. Cost $53.11 Unrealized +29.9%
Crescent Point Energy Corp. 1.6%
Value ($000) $11,209 Shares 1,651,000 Est. Cost $7.49 Unrealized
Discovery Comm Inc SRS A 1.6%
Value ($000) $11,170 Shares 521,260 Est. Cost $23.31 Unrealized
BHF Brighthouse Financial Inc 1.6%
Value ($000) $11,115 Shares 216,241 Est. Cost $59.68 Unrealized -3.2%
MET Metlife Inc 1.4%
Value ($000) $10,040 Shares 218,800 Est. Cost $31.02 Unrealized +19.4%
KSS Kohl's Corp. 1.4%
Value ($000) $9,821 Shares 149,925 Est. Cost $40.96 Unrealized +54.9%
COF Capital One Fincl Corp 1.1%
Value ($000) $8,138 Shares 84,925 Est. Cost $66.27 Unrealized +31.1%
SEE Sealed Air Corp New 0.9%
Value ($000) $6,706 Shares 156,730 Est. Cost $39.19 Unrealized 0.0%
BNS Bank of Nova Scotia 0.9%
Value ($000) $6,607 Shares 107,413 Est. Cost $51.05 Unrealized -17.9%
BTI British Amer Tob Sp ADR 0.9%
Value ($000) $6,469 Shares 112,127 Est. Cost $86.62 Unrealized
Brookfield Asset Mgt A LV 0.9%
Value ($000) $6,387 Shares 164,101 Est. Cost $38.24 Unrealized
Cowen Group Inc - Cl A New 0.9%
Value ($000) $6,257 Shares 474,025 Est. Cost $14.85 Unrealized
Time Warner Inc-New 0.7%
Value ($000) $5,304 Shares 56,083 Est. Cost $72.36 Unrealized
TSM Taiwan Semicon Man SP/ADR 0.6%
Value ($000) $4,590 Shares 104,895 Est. Cost $34.21 Unrealized
HON Honeywell Intl Inc 0.5%
Value ($000) $3,423 Shares 23,685 Est. Cost $70.20 Unrealized +67.4%
CMCSA Comcast Corp Class A - New 0.5%
Value ($000) $3,277 Shares 95,900 Est. Cost $27.15 Unrealized +17.1%
SBUX Starbucks Corp 0.4%
Value ($000) $2,861 Shares 49,430 Est. Cost $49.00 Unrealized -0.6%
TM Toyota Motor Co Ltd ADR 0.4%
Value ($000) $2,715 Shares 20,825 Est. Cost $119.09 Unrealized
SPGI S & P Global Inc 0.3%
Value ($000) $2,328 Shares 12,185 Est. Cost $151.96 Unrealized +13.4%
DEO Diageo PLC SP/ADR - New 0.2%
Value ($000) $1,761 Shares 13,005 Est. Cost $133.50 Unrealized
BMO Bank of Montreal 0.2%
Value ($000) $1,514 Shares 20,075 Est. Cost $56.52 Unrealized +0.8%
BCE BCE Inc - New 0.1%
Value ($000) $981 Shares 22,838 Est. Cost $32.93 Unrealized -16.5%
SLB Schlumberger Ltd 0.1%
Value ($000) $844 Shares 13,019 Est. Cost $53.26 Unrealized +4.7%
BRK/B Berkshire Hathaway B New 0.1%
Value ($000) $538 Shares 2,695 Est. Cost $97.79 Unrealized +110.0%
AAPL Apple Inc 0.1%
Value ($000) $379 Shares 2,260 Est. Cost $22.52 Unrealized +79.5%
IMO Imperial Oil Limited 0.1%
Value ($000) $369 Shares 13,960 Est. Cost $24.05 Unrealized -2.3%
Easterly Acquisition Corp 0.1%
Value ($000) $355 Shares 34,765 Est. Cost $10.00 Unrealized
CBKCQ Christopher & Banks Corp. 0.0%
Value ($000) $305 Shares 285,000 Est. Cost $1.38 Unrealized -15.9%
ALGN Align Technology Inc. 0.0%
Value ($000) $256 Shares 1,020 Est. Cost $256.81 Unrealized 0.0%
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $7.35 Unrealized 0.0%
Mcewen Mining Inc 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $3.00 Unrealized