Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $885,307 (100.0% shares, 0.0% debt)

Holdings (165)

JPM J.P. Morgan Chase&Company 4.9%
Value ($000) $43,109 Shares 441,594 Est. Cost $48.59 Unrealized +80.2%
BNS Bank of Nova Scotia 4.5%
Value ($000) $39,990 Shares 802,067 Est. Cost $40.91 Unrealized -9.9%
Brookfield Asset Mgt A LV 4.0%
Value ($000) $34,976 Shares 912,369 Est. Cost $39.65 Unrealized
TD Toronto Dominion Bank 3.9%
Value ($000) $34,533 Shares 694,606 Est. Cost $57.78 Unrealized -5.3%
RY Royal Bank of Canada 3.4%
Value ($000) $30,481 Shares 445,268 Est. Cost $59.93 Unrealized +21.8%
MSFT Microsoft Corporation 3.3%
Value ($000) $28,803 Shares 283,569 Est. Cost $54.72 Unrealized +82.8%
CGI Group Inc. Cls A 2.8%
Value ($000) $25,035 Shares 409,216 Est. Cost $49.98 Unrealized
PBA Pembina Pipeline Corp 2.8%
Value ($000) $24,925 Shares 839,723 Est. Cost $17.85 Unrealized +25.2%
HPQ HP Inc 2.8%
Value ($000) $24,375 Shares 1,191,341 Est. Cost $17.36 Unrealized +5.1%
GOOG Alphabet Inc Cl C 2.7%
Value ($000) $23,566 Shares 22,756 Est. Cost $41.10 Unrealized +29.3%
UNH Unitedhealth Group Inc 2.6%
Value ($000) $23,392 Shares 93,898 Est. Cost $234.10 Unrealized +0.4%
IMO Imperial Oil Limited 2.6%
Value ($000) $22,799 Shares 899,559 Est. Cost $25.64 Unrealized -2.5%
V Visa Inc. 2.6%
Value ($000) $22,704 Shares 172,088 Est. Cost $72.36 Unrealized +81.6%
SU Suncor Energy Inc. 2.5%
Value ($000) $21,748 Shares 778,423 Est. Cost $23.95 Unrealized +4.7%
LYB Lyondellbasell Indus A NV 2.4%
Value ($000) $20,843 Shares 250,644 Est. Cost $61.52 Unrealized -5.8%
United Technologies Corp 2.2%
Value ($000) $19,433 Shares 182,505 Est. Cost $106.86 Unrealized
JNJ Johnson & Johnson 2.2%
Value ($000) $19,114 Shares 148,113 Est. Cost $106.89 Unrealized +6.8%
BDX Becton Dickinson & Co 2.1%
Value ($000) $18,701 Shares 82,995 Est. Cost $162.21 Unrealized +28.3%
CMCSA Comcast Corp Class A - New 1.9%
Value ($000) $16,947 Shares 497,699 Est. Cost $29.57 Unrealized +2.9%
Shaw Communications-B NVS 1.9%
Value ($000) $16,526 Shares 912,755 Est. Cost $18.14 Unrealized
BAX Baxter International Inc 1.7%
Value ($000) $15,368 Shares 233,495 Est. Cost $64.76 Unrealized -9.0%
Raytheon Co 1.7%
Value ($000) $14,613 Shares 95,289 Est. Cost $202.66 Unrealized
Discover Financial Svcs 1.5%
Value ($000) $13,411 Shares 227,375 Est. Cost $65.06 Unrealized
BAC Bank of America 1.5%
Value ($000) $13,192 Shares 535,393 Est. Cost $16.88 Unrealized +35.1%
EHC Encompass Health Corp 1.2%
Value ($000) $10,429 Shares 169,027 Est. Cost $38.63 Unrealized +34.2%
RCI Rogers Communications - B-NVS 1.1%
Value ($000) $10,075 Shares 196,560 Est. Cost $46.99 Unrealized +10.3%
BHF Brighthouse Financial Inc 1.1%
Value ($000) $9,841 Shares 322,872 Est. Cost $53.19 Unrealized -26.6%
C Citigroup Inc New 1.1%
Value ($000) $9,822 Shares 188,672 Est. Cost $38.76 Unrealized +27.4%
Owens Illinois Inc 1.1%
Value ($000) $9,415 Shares 546,100 Est. Cost $17.24 Unrealized
AIG American Intl Group New 1.1%
Value ($000) $9,403 Shares 238,602 Est. Cost $40.32 Unrealized -10.3%
MET Metlife Inc 1.0%
Value ($000) $8,833 Shares 215,125 Est. Cost $31.56 Unrealized +6.7%
STZ Constellation Brands Cl A 0.9%
Value ($000) $8,322 Shares 51,743 Est. Cost $176.90 Unrealized 0.0%
Discovery Comm Inc SRS A 0.9%
Value ($000) $7,932 Shares 320,585 Est. Cost $24.19 Unrealized
COF Capital One Fincl Corp 0.8%
Value ($000) $7,429 Shares 98,275 Est. Cost $69.44 Unrealized +10.3%
VET Vermilion Energy Inc 0.8%
Value ($000) $7,065 Shares 335,256 Est. Cost $28.66 Unrealized -9.4%
WMT Wal Mart Stores Inc 0.8%
Value ($000) $6,950 Shares 74,610 Est. Cost $28.64 Unrealized +0.4%
PM Philip Morris Intl Inc 0.8%
Value ($000) $6,947 Shares 104,070 Est. Cost $73.16 Unrealized -21.7%
GOOGL Alphabet Inc Cl A 0.8%
Value ($000) $6,654 Shares 6,368 Est. Cost $53.88 Unrealized -0.4%
KSS Kohl's Corp. 0.7%
Value ($000) $6,556 Shares 98,815 Est. Cost $40.96 Unrealized +71.3%
Cowen Group Inc - Cl A New 0.7%
Value ($000) $6,517 Shares 488,525 Est. Cost $14.72 Unrealized
ACN Accenture PLC Cl-A 0.7%
Value ($000) $6,512 Shares 46,182 Est. Cost $116.81 Unrealized +22.3%
FIRSTSERVICE CORP 0.7%
Value ($000) $6,277 Shares 91,500 Est. Cost $76.84 Unrealized
FRCB First Republic Bank 0.6%
Value ($000) $4,962 Shares 57,098 Est. Cost $93.50 Unrealized -5.1%
NOA NORTH AMERICAN CONST 0.6%
Value ($000) $4,961 Shares 557,600 Est. Cost $6.12 Unrealized +61.0%
ENB Enbridge Inc 0.5%
Value ($000) $4,339 Shares 139,623 Est. Cost $19.78 Unrealized +2.3%
Dowdupont Inc 0.5%
Value ($000) $4,180 Shares 78,146 Est. Cost $65.76 Unrealized
TSM Taiwan Semicon Man SP/ADR 0.5%
Value ($000) $4,163 Shares 112,780 Est. Cost $34.39 Unrealized
CELESTICA INC 0.4%
Value ($000) $3,853 Shares 440,000 Est. Cost $11.71 Unrealized
HBM HUDBAY MINERALS 0.4%
Value ($000) $3,777 Shares 798,500 Est. Cost $6.78 Unrealized -30.6%
HON Honeywell Intl Inc 0.4%
Value ($000) $3,734 Shares 28,255 Est. Cost $77.60 Unrealized +51.7%
DSGX DESCARTES SYSTEMS 0.4%
Value ($000) $3,720 Shares 141,000 Est. Cost $30.30 Unrealized -3.5%
MDT Medtronic Inc 0.4%
Value ($000) $3,574 Shares 39,288 Est. Cost $69.08 Unrealized +11.7%
DEO Diageo PLC SP/ADR - New 0.4%
Value ($000) $3,409 Shares 24,045 Est. Cost $138.05 Unrealized
ENERPLUS CORP 0.4%
Value ($000) $3,382 Shares 434,900 Est. Cost $10.17 Unrealized
CAE C A E Inc 0.4%
Value ($000) $3,217 Shares 175,100 Est. Cost $19.35 Unrealized -3.3%
SPGI S & P Global Inc 0.4%
Value ($000) $3,203 Shares 18,847 Est. Cost $164.34 Unrealized +2.5%
WFC WELLS FARGO & CO 0.4%
Value ($000) $3,140 Shares 68,143 Est. Cost $43.34 Unrealized -3.0%
COST Costco Wholesale Corporation 0.4%
Value ($000) $3,134 Shares 15,383 Est. Cost $178.63 Unrealized +13.1%
CCL CARNIVAL CORP 0.3%
Value ($000) $2,959 Shares 60,025 Est. Cost $58.87 Unrealized -8.1%
BCE BCE Inc - New 0.3%
Value ($000) $2,900 Shares 73,382 Est. Cost $28.17 Unrealized -7.6%
ETN Eaton Corporation 0.3%
Value ($000) $2,810 Shares 40,928 Est. Cost $67.05 Unrealized -3.0%
BABA ALIBABA GROUP HLDG 0.3%
Value ($000) $2,746 Shares 20,030 Est. Cost $164.04 Unrealized
RVTY PerkinElmer Inc 0.3%
Value ($000) $2,736 Shares 34,833 Est. Cost $75.41 Unrealized +10.0%
GWRS GLOBAL WATER RESOURC 0.3%
Value ($000) $2,689 Shares 264,000 Est. Cost $7.66 Unrealized +14.4%
SUUIF SUPERIOR PLUS 0.3%
Value ($000) $2,685 Shares 378,800 Est. Cost $8.42 Unrealized 0.0%
DHR Danaher Corp 0.3%
Value ($000) $2,652 Shares 25,717 Est. Cost $86.29 Unrealized +1.9%
DE Deere & Co 0.3%
Value ($000) $2,640 Shares 17,700 Est. Cost $129.92 Unrealized +1.4%
SWK STANLEY BLACK&DECKR 0.3%
Value ($000) $2,615 Shares 21,843 Est. Cost $115.96 Unrealized -12.4%
SBUX Starbucks Corp 0.3%
Value ($000) $2,584 Shares 40,122 Est. Cost $48.11 Unrealized +11.5%
TM Toyota Motor Co Ltd ADR 0.3%
Value ($000) $2,533 Shares 21,825 Est. Cost $119.29 Unrealized
Transcanada Corp 0.3%
Value ($000) $2,517 Shares 70,484 Est. Cost $38.58 Unrealized
BMO Bank of Montreal 0.3%
Value ($000) $2,337 Shares 35,770 Est. Cost $56.70 Unrealized -3.5%
BUD ANHEUSER BUSCH INBEV 0.2%
Value ($000) $2,159 Shares 32,806 Est. Cost $99.64 Unrealized
MA Mastercard Inc Cl-A 0.2%
Value ($000) $2,099 Shares 11,125 Est. Cost $182.12 Unrealized +4.8%
Crescent Point Energy Corp. 0.2%
Value ($000) $2,034 Shares 670,667 Est. Cost $7.46 Unrealized
ROST Ross Stores Inc 0.2%
Value ($000) $1,940 Shares 23,320 Est. Cost $84.34 Unrealized 0.0%
AMT American Tower Corp 0.2%
Value ($000) $1,937 Shares 12,245 Est. Cost $124.82 Unrealized +3.7%
CNQ Canadian Natural Resources Limited 0.2%
Value ($000) $1,875 Shares 77,714 Est. Cost $11.72 Unrealized -19.5%
BA Boeing Company 0.2%
Value ($000) $1,873 Shares 5,808 Est. Cost $330.36 Unrealized +1.4%
BKLN INVESCO EXCHNG TRADE 0.2%
Value ($000) $1,825 Shares 83,800 Est. Cost $23.17 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,816 Shares 46,631 Est. Cost $33.35 Unrealized -1.1%
SJNK SPDR SER TR 0.2%
Value ($000) $1,804 Shares 69,300 Est. Cost $26.64 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1,791 Shares 10,424 Est. Cost $160.01 Unrealized -6.0%
CNI Canadian National Railway Company 0.2%
Value ($000) $1,718 Shares 23,196 Est. Cost $71.12 Unrealized +1.9%
PEP Pepsico Inc 0.2%
Value ($000) $1,635 Shares 14,800 Est. Cost $82.18 Unrealized +10.3%
ADP Automatc Data Proc 0.2%
Value ($000) $1,599 Shares 12,200 Est. Cost $110.14 Unrealized +10.0%
SYK Stryker Corp 0.2%
Value ($000) $1,578 Shares 10,069 Est. Cost $154.79 Unrealized -0.0%
BRK/B Berkshire Hathaway B New 0.2%
Value ($000) $1,561 Shares 7,647 Est. Cost $168.86 Unrealized +23.7%
Royal Dutch Shell Adr-B 0.2%
Value ($000) $1,460 Shares 24,350 Est. Cost $71.41 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $1,379 Shares 12,575 Est. Cost $104.03 Unrealized +4.9%
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $1,269 Shares 719,059 Est. Cost $2.92 Unrealized -33.4%
ELV Anthem Inc. 0.1%
Value ($000) $1,234 Shares 4,700 Est. Cost $250.16 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $1,208 Shares 8,200 Est. Cost $141.48 Unrealized 0.0%
FMX Fomento Econ Mex Spn Adr 0.1%
Value ($000) $1,119 Shares 13,000 Est. Cost $87.40 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $1,071 Shares 13,200 Est. Cost $85.10 Unrealized
Blackrock Inc 0.1%
Value ($000) $1,058 Shares 2,690 Est. Cost $465.97 Unrealized
Schwab Charles Corp 0.1%
Value ($000) $1,050 Shares 25,275 Est. Cost $41.54 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $1,048 Shares 9,230 Est. Cost $182.34 Unrealized -23.3%
CVX CHEVRON CORP 0.1%
Value ($000) $977 Shares 8,978 Est. Cost $86.47 Unrealized -2.0%
Hanesbrands Inc 0.1%
Value ($000) $895 Shares 71,400 Est. Cost $22.05 Unrealized
FTS FORTIS INC 0.1%
Value ($000) $870 Shares 26,100 Est. Cost $25.70 Unrealized 0.0%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $867 Shares 26,139 Est. Cost $41.40 Unrealized -12.7%
MCD McDonalds Corporation 0.1%
Value ($000) $841 Shares 4,738 Est. Cost $141.76 Unrealized +5.9%
AMZN Amazon.com Inc 0.1%
Value ($000) $834 Shares 555 Est. Cost $81.46 Unrealized +2.1%
MO Altria Group Inc 0.1%
Value ($000) $815 Shares 16,501 Est. Cost $32.26 Unrealized +2.7%
XLV Selctr Hlth Care SPDR 0.1%
Value ($000) $803 Shares 9,281 Est. Cost $86.52 Unrealized
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $774 Shares 8,190 Est. Cost $86.77 Unrealized -8.8%
NTR NUTRIEN LTD 0.1%
Value ($000) $761 Shares 16,200 Est. Cost $42.56 Unrealized -4.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $758 Shares 2,897 Est. Cost $262.53 Unrealized -4.8%
Canadian Pacific Railway Limited 0.1%
Value ($000) $749 Shares 4,224 Est. Cost $184.91 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $720 Shares 3,699 Est. Cost $143.60 Unrealized +9.2%
PSX Phillips 66 0.1%
Value ($000) $715 Shares 8,300 Est. Cost $73.27 Unrealized 0.0%
BR Broadridge Finl Solns Inc 0.1%
Value ($000) $709 Shares 7,375 Est. Cost $99.13 Unrealized -3.4%
PH Parker-Hannifin Corp 0.1%
Value ($000) $687 Shares 4,605 Est. Cost $148.65 Unrealized -2.1%
PRETIUM RESOURCES 0.1%
Value ($000) $680 Shares 80,300 Est. Cost $8.47 Unrealized
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $648 Shares 8,696 Est. Cost $30.56 Unrealized -1.2%
ABBV Abbvie Inc-W/I 0.1%
Value ($000) $645 Shares 7,000 Est. Cost $70.41 Unrealized -8.0%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $643 Shares 19,700 Est. Cost $29.15 Unrealized -3.0%
HDB HDFC Bank Ltd ADR 0.1%
Value ($000) $642 Shares 6,200 Est. Cost $105.00 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $638 Shares 5,600 Est. Cost $86.40 Unrealized 0.0%
AAPL Apple Inc 0.1%
Value ($000) $596 Shares 3,780 Est. Cost $39.37 Unrealized +16.9%
Precision Drilling Corp 0.1%
Value ($000) $584 Shares 336,020 Est. Cost $3.31 Unrealized
MCO Moody's Corp 0.1%
Value ($000) $571 Shares 4,074 Est. Cost $160.04 Unrealized -11.4%
DOO BRP INC 0.1%
Value ($000) $564 Shares 21,800 Est. Cost $41.86 Unrealized -18.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $558 Shares 4,820 Est. Cost $78.98 Unrealized +28.4%
TLK Telekomunikasi Indonesia Perse Adr 0.1%
Value ($000) $550 Shares 21,000 Est. Cost $26.01 Unrealized
DLTR Dollar Tree Inc 0.1%
Value ($000) $526 Shares 5,830 Est. Cost $84.46 Unrealized 0.0%
KIRKLAND LAKE GOLD 0.1%
Value ($000) $521 Shares 20,000 Est. Cost $20.12 Unrealized
NKE Nike Inc Class B 0.1%
Value ($000) $519 Shares 7,009 Est. Cost $65.06 Unrealized +4.7%
CCJ Cameco Corporation 0.1%
Value ($000) $515 Shares 45,385 Est. Cost $10.62 Unrealized +6.0%
CVE Cenovus Energy Inc 0.1%
Value ($000) $510 Shares 72,507 Est. Cost $8.74 Unrealized -17.7%
EL ESTEE LAUDER CO 0.1%
Value ($000) $504 Shares 3,872 Est. Cost $132.46 Unrealized -6.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $488 Shares 1,240 Est. Cost $124.30 Unrealized +1.8%
EQIX Equinix Inc 0.1%
Value ($000) $476 Shares 1,350 Est. Cost $352.22 Unrealized -3.2%
UNP Union Pacific Corp 0.1%
Value ($000) $469 Shares 3,395 Est. Cost $117.74 Unrealized +7.4%
VZ Verizon Communications 0.0%
Value ($000) $442 Shares 7,840 Est. Cost $32.21 Unrealized +19.9%
MEOH METHANEX CORP 0.0%
Value ($000) $442 Shares 9,200 Est. Cost $65.64 Unrealized -4.9%
ROP Roper Technologies Inc 0.0%
Value ($000) $400 Shares 1,500 Est. Cost $263.73 Unrealized +2.8%
PAYX Paychex Inc 0.0%
Value ($000) $391 Shares 6,000 Est. Cost $51.83 Unrealized +6.2%
HAL Halliburton Co 0.0%
Value ($000) $375 Shares 14,106 Est. Cost $41.45 Unrealized -29.7%
INTC INTEL CORP 0.0%
Value ($000) $375 Shares 8,000 Est. Cost $45.05 Unrealized -10.8%
Encana Corporation 0.0%
Value ($000) $351 Shares 60,866 Est. Cost $13.12 Unrealized
SPDR Barclays H/Y Bnd ETF 0.0%
Value ($000) $316 Shares 9,400 Est. Cost $35.46 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $302 Shares 7,275 Est. Cost $49.68 Unrealized -17.7%
Allergan PLC 0.0%
Value ($000) $302 Shares 2,263 Est. Cost $133.45 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $296 Shares 3,300 Est. Cost $82.95 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $282 Shares 4,300 Est. Cost $51.69 Unrealized +14.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $281 Shares 163 Est. Cost $1804.07 Unrealized 0.0%
TECK Teck Resources Ltd B 0.0%
Value ($000) $280 Shares 13,000 Est. Cost $26.78 Unrealized -19.0%
Activision Blizzard Inc 0.0%
Value ($000) $279 Shares 6,000 Est. Cost $46.50 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $264 Shares 1,400 Est. Cost $31.18 Unrealized 0.0%
WCN WASTE CONNECTIONS 0.0%
Value ($000) $260 Shares 3,500 Est. Cost $71.15 Unrealized +1.8%
ABT Abbott Laboratories 0.0%
Value ($000) $260 Shares 3,600 Est. Cost $62.14 Unrealized 0.0%
EMB Ishares JPM USD Emrg Mkt 0.0%
Value ($000) $241 Shares 2,324 Est. Cost $106.88 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $236 Shares 5,900 Est. Cost $41.36 Unrealized 0.0%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $235 Shares 1,941 Est. Cost $118.55 Unrealized
SCHP Schwabb U.S. Tips ETF 0.0%
Value ($000) $222 Shares 4,160 Est. Cost $53.37 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $222 Shares 17,925 Est. Cost $15.47 Unrealized -12.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $217 Shares 3,600 Est. Cost $52.48 Unrealized 0.0%
MFIC Apollo Investment Corp-New 0.0%
Value ($000) $208 Shares 16,735 Est. Cost $6.30 Unrealized 0.0%
OBOR Kraneshr Tr MSCI One Belt ETF 0.0%
Value ($000) $136 Shares 6,280 Est. Cost $21.66 Unrealized
CBKCQ Christopher & Banks Corp. 0.0%
Value ($000) $110 Shares 236,000 Est. Cost $1.38 Unrealized -62.0%
Putnam Premiur Income Trust 0.0%
Value ($000) $47 Shares 10,000 Est. Cost $4.70 Unrealized
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $7.35 Unrealized -12.9%
Mcewen Mining Inc 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $3.00 Unrealized