Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $994,171 (100.0% shares, 0.0% debt)

Holdings (161)

TD Toronto Dominion Bank 4.4%
Value ($000) $43,914 Shares 809,212 Est. Cost $57.43 Unrealized -3.7%
BNS Bank of Nova Scotia 4.3%
Value ($000) $42,277 Shares 794,181 Est. Cost $40.91 Unrealized -7.4%
JPM J.P. Morgan Chase&Company 4.2%
Value ($000) $41,769 Shares 412,614 Est. Cost $48.59 Unrealized +75.7%
Brookfield Asset Mgt A LV 4.1%
Value ($000) $41,214 Shares 884,641 Est. Cost $39.65 Unrealized
RY Royal Bank of Canada 3.4%
Value ($000) $33,804 Shares 448,049 Est. Cost $59.93 Unrealized +26.2%
MSFT Microsoft Corporation 3.3%
Value ($000) $32,431 Shares 274,982 Est. Cost $54.72 Unrealized +86.9%
PBA Pembina Pipeline Corp 3.0%
Value ($000) $30,164 Shares 821,182 Est. Cost $17.85 Unrealized +35.3%
GOOG Alphabet Inc Cl C 2.6%
Value ($000) $25,760 Shares 21,955 Est. Cost $41.10 Unrealized +35.5%
V Visa Inc. 2.6%
Value ($000) $25,518 Shares 163,376 Est. Cost $72.36 Unrealized +89.9%
SU Suncor Energy Inc 2.5%
Value ($000) $24,804 Shares 765,358 Est. Cost $23.95 Unrealized +3.5%
IMO Imperial Oil Limited 2.5%
Value ($000) $24,562 Shares 899,824 Est. Cost $25.64 Unrealized -12.2%
UNH Unitedhealth Group Inc 2.3%
Value ($000) $23,086 Shares 93,368 Est. Cost $234.10 Unrealized -2.8%
United Technologies Corp 2.2%
Value ($000) $22,347 Shares 173,378 Est. Cost $106.86 Unrealized
CMCSA Comcast Corp Class A - New 2.0%
Value ($000) $20,325 Shares 508,382 Est. Cost $29.61 Unrealized +6.5%
Shaw Communications-B NVS 2.0%
Value ($000) $19,675 Shares 945,450 Est. Cost $18.24 Unrealized
BDX Becton Dickinson & Co 2.0%
Value ($000) $19,646 Shares 78,666 Est. Cost $162.21 Unrealized +31.1%
BAX Baxter International Inc 1.9%
Value ($000) $18,407 Shares 226,386 Est. Cost $64.76 Unrealized -1.1%
Raytheon Co 1.7%
Value ($000) $16,736 Shares 91,916 Est. Cost $202.66 Unrealized
STZ Constellation Brands Cl A 1.6%
Value ($000) $16,206 Shares 92,434 Est. Cost $165.29 Unrealized -8.9%
Discover Financial Svcs 1.6%
Value ($000) $15,490 Shares 217,675 Est. Cost $65.06 Unrealized
LYB Lyondellbasell Indus A NV 1.5%
Value ($000) $14,612 Shares 173,780 Est. Cost $61.52 Unrealized -9.8%
BAC Bank of America 1.4%
Value ($000) $14,014 Shares 507,938 Est. Cost $16.88 Unrealized +41.5%
BHF Brighthouse Financial Inc 1.4%
Value ($000) $13,992 Shares 385,560 Est. Cost $50.63 Unrealized -26.0%
HON Honeywell Intl Inc 1.3%
Value ($000) $12,933 Shares 81,376 Est. Cost $106.03 Unrealized +14.3%
AAPL Apple Inc 1.3%
Value ($000) $12,687 Shares 66,792 Est. Cost $40.37 Unrealized +0.1%
VET Vermilion Energy Inc 1.2%
Value ($000) $12,227 Shares 495,300 Est. Cost $27.31 Unrealized -10.3%
RCI Rogers Communications - B-NVS 1.2%
Value ($000) $12,048 Shares 224,011 Est. Cost $47.84 Unrealized +12.7%
TJX TJX Companies Inc-New 1.1%
Value ($000) $11,317 Shares 212,705 Est. Cost $45.47 Unrealized 0.0%
CTSH Cognizant Technology Solns - A 1.1%
Value ($000) $11,310 Shares 156,100 Est. Cost $63.20 Unrealized 0.0%
C Citigroup Inc New 1.1%
Value ($000) $11,193 Shares 179,895 Est. Cost $38.76 Unrealized +25.8%
Discovery Comm Inc SRS A 1.0%
Value ($000) $10,351 Shares 383,075 Est. Cost $24.65 Unrealized
MDT Medtronic PLC 1.0%
Value ($000) $10,344 Shares 113,573 Est. Cost $72.51 Unrealized +2.5%
Owens Illinois Inc 1.0%
Value ($000) $10,328 Shares 544,150 Est. Cost $17.24 Unrealized
AIG American Intl Group New 1.0%
Value ($000) $10,049 Shares 233,377 Est. Cost $40.32 Unrealized -11.4%
JNJ Johnson & Johnson 1.0%
Value ($000) $9,449 Shares 67,587 Est. Cost $106.89 Unrealized +3.2%
NKE Nike Inc Class B 0.9%
Value ($000) $8,978 Shares 106,614 Est. Cost $74.70 Unrealized +0.9%
MET Metlife Inc 0.9%
Value ($000) $8,971 Shares 210,725 Est. Cost $31.56 Unrealized +11.0%
PM Philip Morris Intl Inc 0.9%
Value ($000) $8,765 Shares 99,170 Est. Cost $73.16 Unrealized -23.4%
ACN Accenture PLC Cl-A 0.8%
Value ($000) $8,203 Shares 46,602 Est. Cost $116.81 Unrealized +21.7%
FIRSTSERVICE CORP 0.8%
Value ($000) $8,154 Shares 91,500 Est. Cost $76.84 Unrealized
FRCB First Republic Bank 0.8%
Value ($000) $7,569 Shares 75,343 Est. Cost $94.07 Unrealized +1.9%
GOOGL Alphabet Inc Cl A 0.7%
Value ($000) $7,321 Shares 6,220 Est. Cost $53.88 Unrealized +4.0%
Cowen Group Inc - Cl A New 0.7%
Value ($000) $6,918 Shares 477,400 Est. Cost $14.72 Unrealized
WMT Walmart Inc. 0.7%
Value ($000) $6,893 Shares 70,671 Est. Cost $28.64 Unrealized +2.1%
BABA Alibaba Group ADR 0.7%
Value ($000) $6,828 Shares 37,425 Est. Cost $172.59 Unrealized
NOA NORTH AMERICAN CONST 0.7%
Value ($000) $6,812 Shares 586,400 Est. Cost $6.36 Unrealized +74.1%
KSS Kohl's Corp. 0.7%
Value ($000) $6,655 Shares 96,765 Est. Cost $40.96 Unrealized +65.6%
HBM HUDBAY MINERALS 0.6%
Value ($000) $5,702 Shares 797,700 Est. Cost $6.78 Unrealized -8.7%
COST Costco Wholesale Corporation 0.6%
Value ($000) $5,593 Shares 23,098 Est. Cost $185.21 Unrealized +7.1%
DSGX DESCARTES SYSTEMS 0.5%
Value ($000) $5,127 Shares 141,000 Est. Cost $30.30 Unrealized +6.7%
HDB HDFC Bank Ltd ADR 0.5%
Value ($000) $5,014 Shares 43,250 Est. Cost $114.36 Unrealized
Dowdupont Inc 0.5%
Value ($000) $4,908 Shares 92,060 Est. Cost $63.88 Unrealized
Hudson Ltd Cl-A 0.5%
Value ($000) $4,787 Shares 348,191 Est. Cost $13.75 Unrealized
TSM Taiwan Semicon Man SP/ADR 0.5%
Value ($000) $4,640 Shares 113,280 Est. Cost $34.39 Unrealized
DEO Diageo PLC SP/ADR - New 0.4%
Value ($000) $4,139 Shares 25,300 Est. Cost $139.32 Unrealized
ENB Enbridge Inc 0.4%
Value ($000) $4,067 Shares 112,299 Est. Cost $19.78 Unrealized +15.7%
CELESTICA INC 0.4%
Value ($000) $4,031 Shares 477,000 Est. Cost $11.46 Unrealized
BA Boeing Company 0.4%
Value ($000) $4,003 Shares 10,497 Est. Cost $350.39 Unrealized +7.1%
ENERPLUS CORP 0.4%
Value ($000) $3,959 Shares 472,200 Est. Cost $10.03 Unrealized
ETN EATON CORPORATION 0.4%
Value ($000) $3,831 Shares 47,553 Est. Cost $66.97 Unrealized -0.7%
SPGI S & P Global Inc 0.4%
Value ($000) $3,806 Shares 18,077 Est. Cost $164.34 Unrealized +11.1%
BCE BCE Inc - New 0.4%
Value ($000) $3,670 Shares 82,643 Est. Cost $28.10 Unrealized -2.1%
DE Deere & Co 0.4%
Value ($000) $3,548 Shares 22,200 Est. Cost $132.88 Unrealized +8.8%
BMO Bank of Montreal 0.4%
Value ($000) $3,537 Shares 47,264 Est. Cost $56.33 Unrealized -2.0%
HD Home Depot Inc 0.3%
Value ($000) $3,442 Shares 17,939 Est. Cost $157.78 Unrealized -2.0%
DHR Danaher Corp 0.3%
Value ($000) $3,352 Shares 25,388 Est. Cost $86.29 Unrealized +15.2%
WFC Wells Fargo & Co 0.3%
Value ($000) $3,333 Shares 68,993 Est. Cost $43.31 Unrealized -5.9%
RVTY PERKINELMER INC 0.3%
Value ($000) $3,309 Shares 34,343 Est. Cost $75.41 Unrealized +17.5%
ECL Ecolab Inc 0.3%
Value ($000) $3,141 Shares 17,790 Est. Cost $146.57 Unrealized +3.0%
SBUX Starbucks Corp 0.3%
Value ($000) $3,064 Shares 41,217 Est. Cost $48.41 Unrealized +22.4%
CCL CARNIVAL CORP 0.3%
Value ($000) $3,044 Shares 60,025 Est. Cost $58.87 Unrealized -10.3%
SWK STANLEY BLACK&DECKR 0.3%
Value ($000) $2,974 Shares 21,843 Est. Cost $115.96 Unrealized -8.0%
ROST Ross Stores Inc 0.3%
Value ($000) $2,844 Shares 30,539 Est. Cost $84.66 Unrealized +1.2%
TRGP Targa Resources Corp 0.3%
Value ($000) $2,778 Shares 66,850 Est. Cost $33.69 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV 0.3%
Value ($000) $2,562 Shares 30,506 Est. Cost $99.64 Unrealized
TM Toyota Motor Co Ltd ADR 0.3%
Value ($000) $2,557 Shares 21,665 Est. Cost $119.29 Unrealized
GWRS GLOBAL WATER RESOURC 0.2%
Value ($000) $2,346 Shares 236,500 Est. Cost $7.66 Unrealized +6.2%
AMT American Tower Corp 0.2%
Value ($000) $2,267 Shares 11,505 Est. Cost $124.82 Unrealized +17.0%
MA Mastercard Inc Cl-A 0.2%
Value ($000) $2,249 Shares 9,550 Est. Cost $182.12 Unrealized +13.8%
Transcanada Corp 0.2%
Value ($000) $2,230 Shares 49,644 Est. Cost $38.58 Unrealized
Crescent Point Energy Corp. 0.2%
Value ($000) $2,174 Shares 670,667 Est. Cost $7.46 Unrealized
CNI Canadian National Railway Company 0.2%
Value ($000) $2,167 Shares 24,202 Est. Cost $71.22 Unrealized +3.5%
GIS GENERAL MILLS INC 0.2%
Value ($000) $2,101 Shares 40,591 Est. Cost $33.35 Unrealized +7.3%
CVX Chevron Corp 0.2%
Value ($000) $2,081 Shares 16,893 Est. Cost $86.93 Unrealized +0.6%
EL Lauder Estee Co Ltd Cl A 0.2%
Value ($000) $2,060 Shares 12,442 Est. Cost $133.91 Unrealized +0.5%
ADP Automatc Data Proc 0.2%
Value ($000) $2,041 Shares 12,775 Est. Cost $110.83 Unrealized +13.2%
SYK Stryker Corp 0.2%
Value ($000) $1,985 Shares 10,051 Est. Cost $154.79 Unrealized +8.0%
PEP Pepsico Inc 0.2%
Value ($000) $1,976 Shares 16,125 Est. Cost $83.02 Unrealized +11.4%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,965 Shares 37,250 Est. Cost $41.80 Unrealized -1.4%
CNQ Canadian Natural Resources Limited 0.2%
Value ($000) $1,933 Shares 70,392 Est. Cost $11.72 Unrealized -20.3%
BKLN INVESCO EXCHNG TRADE 0.2%
Value ($000) $1,786 Shares 78,900 Est. Cost $23.17 Unrealized
AVGO Broadcom Ltd 0.2%
Value ($000) $1,604 Shares 5,335 Est. Cost $22.49 Unrealized 0.0%
Encana Corporation 0.1%
Value ($000) $1,455 Shares 200,866 Est. Cost $9.02 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value ($000) $1,368 Shares 35,624 Est. Cost $29.86 Unrealized +2.9%
SJNK SPDR SER TR 0.1%
Value ($000) $1,360 Shares 49,900 Est. Cost $26.64 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,319 Shares 13,855 Est. Cost $72.73 Unrealized -1.1%
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $1,294 Shares 9,320 Est. Cost $182.34 Unrealized -25.0%
DIS Walt Disney Co 0.1%
Value ($000) $1,241 Shares 11,166 Est. Cost $104.03 Unrealized +3.7%
SCHW Schwab Charles Corp 0.1%
Value ($000) $1,222 Shares 28,575 Est. Cost $43.17 Unrealized -5.1%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $1,115 Shares 29,019 Est. Cost $40.93 Unrealized -10.3%
IBKR INTERACTIVE BROKERS 0.1%
Value ($000) $1,089 Shares 21,000 Est. Cost $12.59 Unrealized 0.0%
HYG Ishares Iboxx $ Hi Yld Bd 0.1%
Value ($000) $1,081 Shares 12,500 Est. Cost $85.10 Unrealized
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $961 Shares 565,379 Est. Cost $2.92 Unrealized -42.9%
MCD McDonalds Corporation 0.1%
Value ($000) $948 Shares 4,988 Est. Cost $142.41 Unrealized +8.6%
MO Altria Group Inc 0.1%
Value ($000) $938 Shares 16,341 Est. Cost $32.26 Unrealized -7.9%
KMB Kimberly Clark Corp 0.1%
Value ($000) $911 Shares 7,361 Est. Cost $87.57 Unrealized +4.3%
Canadian Pacific Railway Limited 0.1%
Value ($000) $891 Shares 4,322 Est. Cost $185.39 Unrealized
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $869 Shares 8,190 Est. Cost $86.77 Unrealized -1.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $861 Shares 2,867 Est. Cost $262.53 Unrealized -7.2%
AMGN Amgen Inc 0.1%
Value ($000) $860 Shares 4,530 Est. Cost $145.63 Unrealized +6.2%
AMZN Amazon.com Inc 0.1%
Value ($000) $828 Shares 465 Est. Cost $81.46 Unrealized +2.2%
YUM YUM! Brands Inc. 0.1%
Value ($000) $828 Shares 8,300 Est. Cost $83.46 Unrealized 0.0%
Blackrock Inc 0.1%
Value ($000) $809 Shares 1,892 Est. Cost $465.97 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $798 Shares 6,152 Est. Cost $85.90 Unrealized +29.2%
BR Broadridge Finl Solns Inc 0.1%
Value ($000) $765 Shares 7,375 Est. Cost $99.13 Unrealized -10.1%
CCJ CAMECO CORP 0.1%
Value ($000) $748 Shares 63,441 Est. Cost $10.94 Unrealized +7.2%
DOO BRP INC 0.1%
Value ($000) $747 Shares 26,900 Est. Cost $39.07 Unrealized -30.6%
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $747 Shares 8,100 Est. Cost $87.40 Unrealized
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $744 Shares 9,410 Est. Cost $30.51 Unrealized -2.1%
EQIX EQUINIX INC 0.1%
Value ($000) $725 Shares 1,600 Est. Cost $353.13 Unrealized +1.4%
KIRKLAND LAKE GOLD 0.1%
Value ($000) $718 Shares 23,600 Est. Cost $21.69 Unrealized
BKNG Booking Holdings Inc 0.1%
Value ($000) $677 Shares 388 Est. Cost $1775.88 Unrealized -1.1%
GCI LIBERTY INC 0.1%
Value ($000) $667 Shares 12,000 Est. Cost $55.58 Unrealized
MCO Moody's Corp 0.1%
Value ($000) $649 Shares 3,585 Est. Cost $160.04 Unrealized -3.2%
MGA Magna International Inc 0.1%
Value ($000) $618 Shares 12,689 Est. Cost $40.44 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $602 Shares 7,500 Est. Cost $53.55 Unrealized +12.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $585 Shares 8,115 Est. Cost $54.15 Unrealized +2.5%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $581 Shares 1,700 Est. Cost $267.00 Unrealized +9.2%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $577 Shares 3,366 Est. Cost $148.65 Unrealized +0.8%
UNP Union Pacific Corp 0.1%
Value ($000) $568 Shares 3,395 Est. Cost $117.74 Unrealized +17.3%
CVE Cenovus Energy Inc 0.1%
Value ($000) $542 Shares 62,473 Est. Cost $8.74 Unrealized -16.9%
TLK PT TELEKOMUNIKAS IND 0.1%
Value ($000) $522 Shares 19,000 Est. Cost $26.01 Unrealized
DLTR Dollar Tree Inc 0.1%
Value ($000) $505 Shares 4,805 Est. Cost $84.46 Unrealized +16.2%
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $485 Shares 2,413 Est. Cost $168.86 Unrealized +19.5%
DOMTAR CORP 0.0%
Value ($000) $476 Shares 9,600 Est. Cost $49.58 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $405 Shares 940 Est. Cost $124.30 Unrealized +5.3%
MKL Markel Corp Holding 0.0%
Value ($000) $399 Shares 400 Est. Cost $1015.52 Unrealized 0.0%
PRETIUM RESOURCES 0.0%
Value ($000) $392 Shares 45,800 Est. Cost $8.47 Unrealized
SVM SILVERCORP METALS 0.0%
Value ($000) $367 Shares 143,100 Est. Cost $2.41 Unrealized 0.0%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $364 Shares 1,500 Est. Cost $31.57 Unrealized +17.5%
VZ Verizon Communications 0.0%
Value ($000) $355 Shares 6,007 Est. Cost $32.21 Unrealized +20.9%
GIB CGI INC 0.0%
Value ($000) $344 Shares 5,000 Est. Cost $65.67 Unrealized 0.0%
MFC Manulife Financial Corporation 0.0%
Value ($000) $322 Shares 19,028 Est. Cost $16.26 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $315 Shares 13,600 Est. Cost $26.59 Unrealized -15.2%
VWO Vanguard FTSE Emerg Mkt 0.0%
Value ($000) $306 Shares 7,196 Est. Cost $42.52 Unrealized
GIL GILDAN ACTIVEWEAR 0.0%
Value ($000) $306 Shares 8,500 Est. Cost $30.52 Unrealized 0.0%
FTS FORTIS INC 0.0%
Value ($000) $303 Shares 8,200 Est. Cost $25.70 Unrealized +6.6%
OBOR Kraneshr Tr MSCI One Belt ETF 0.0%
Value ($000) $298 Shares 12,610 Est. Cost $22.65 Unrealized
WCN WASTE CONNECTIONS 0.0%
Value ($000) $292 Shares 3,300 Est. Cost $71.15 Unrealized +10.4%
ABT Abbott Laboratories 0.0%
Value ($000) $288 Shares 3,600 Est. Cost $62.14 Unrealized +6.4%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $284 Shares 1,100 Est. Cost $239.79 Unrealized 0.0%
EMB Ishares JPM USD Emrg Mkt 0.0%
Value ($000) $273 Shares 2,480 Est. Cost $107.08 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $260 Shares 2,500 Est. Cost $94.45 Unrealized 0.0%
UBS UBS Group AG 0.0%
Value ($000) $258 Shares 21,325 Est. Cost $15.02 Unrealized -15.7%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $238 Shares 1,554 Est. Cost $153.15 Unrealized
MFIC Apollo Investment Corp-New 0.0%
Value ($000) $235 Shares 15,519 Est. Cost $6.30 Unrealized +1.9%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $226 Shares 2,000 Est. Cost $82.95 Unrealized +10.4%
Precision Drilling Corp 0.0%
Value ($000) $112 Shares 47,009 Est. Cost $3.31 Unrealized
CBKCQ Christopher & Banks Corp. 0.0%
Value ($000) $80 Shares 236,000 Est. Cost $1.38 Unrealized -62.4%
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $57 Shares 10,000 Est. Cost $7.35 Unrealized -21.0%
Mcewen Mining Inc 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $3.00 Unrealized