Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $152,875 (100.0% shares, 0.0% debt)

Holdings (61)

Hospira Inc 5.0%
Value ($000) $7,717 Shares 148,323 Est. Cost $37774.44 Unrealized
AIG American Intl Group Inc 4.5%
Value ($000) $6,831 Shares 126,445 Est. Cost $32.82 Unrealized +27.3%
BAX Baxter Intl Inc 3.9%
Value ($000) $5,907 Shares 82,307 Est. Cost $33.43 Unrealized 0.0%
QCOM Qualcomm Inc 3.7%
Value ($000) $5,687 Shares 76,055 Est. Cost $55.42 Unrealized 0.0%
Medtronic Inc 3.6%
Value ($000) $5,514 Shares 89,014 Est. Cost $51536.59 Unrealized
INTC Intel Corp 3.6%
Value ($000) $5,452 Shares 156,587 Est. Cost $17.23 Unrealized +49.4%
Du Pont E I de Nemours & Co 3.5%
Value ($000) $5,375 Shares 74,902 Est. Cost $52736.54 Unrealized
Devon Energy Corp 3.5%
Value ($000) $5,366 Shares 78,705 Est. Cost $62.26 Unrealized
BP BP Plc Sp ADR 3.5%
Value ($000) $5,341 Shares 121,522 Est. Cost $36996.86 Unrealized
JPMorgan Chase & Co 3.4%
Value ($000) $5,245 Shares 87,069 Est. Cost $58.48 Unrealized
Freeport-Mcmoran, Inc. 3.3%
Value ($000) $5,089 Shares 155,850 Est. Cost $37.57 Unrealized
Banco Santander SA ADR 3.2%
Value ($000) $4,916 Shares 517,483 Est. Cost $9.15 Unrealized
Potash Corp Saskatchewan Inc 3.2%
Value ($000) $4,909 Shares 142,040 Est. Cost $34.14 Unrealized
EMC Corp MA 3.2%
Value ($000) $4,873 Shares 166,550 Est. Cost $18785.52 Unrealized
CIT Group Inc 3.1%
Value ($000) $4,728 Shares 102,865 Est. Cost $39925.20 Unrealized
IBM International Business Machine 3.0%
Value ($000) $4,628 Shares 24,378 Est. Cost $108.21 Unrealized +5.7%
TE Connectivity Ltd Reg 2.9%
Value ($000) $4,440 Shares 80,310 Est. Cost $55.11 Unrealized
TELFY Telefonica SA Sp ADR 2.9%
Value ($000) $4,377 Shares 284,773 Est. Cost $13141.60 Unrealized
HSBC HSBC Holdings PLC Sp ADR 2.8%
Value ($000) $4,352 Shares 85,530 Est. Cost $50351.23 Unrealized
ArcelorMittal SA Luxembourg NY 2.6%
Value ($000) $4,040 Shares 295,105 Est. Cost $17.84 Unrealized
Transocean Ltd Reg 2.6%
Value ($000) $4,028 Shares 125,995 Est. Cost $41.56 Unrealized
BAC Bank of America Corporation 2.6%
Value ($000) $3,993 Shares 234,175 Est. Cost $12.26 Unrealized +2.6%
RYN Rayonier Inc 2.5%
Value ($000) $3,807 Shares 122,265 Est. Cost $41.98 Unrealized
NXP Semiconductors NV 2.3%
Value ($000) $3,540 Shares 51,725 Est. Cost $47.02 Unrealized
DE Deere & Co 2.3%
Value ($000) $3,534 Shares 43,105 Est. Cost $69.83 Unrealized -0.6%
Celgene Corp 1.9%
Value ($000) $2,843 Shares 29,994 Est. Cost $58667.59 Unrealized
Seadrill Ltd 1.8%
Value ($000) $2,714 Shares 101,426 Est. Cost $41.00 Unrealized
IWM iShares Tr Russell 2000 1.7%
Value ($000) $2,614 Shares 23,902 Est. Cost $97125.98 Unrealized
TKC Turkcell 1.4%
Value ($000) $2,064 Shares 157,042 Est. Cost $14005.94 Unrealized
TKGBY Turkiye Garanti Bankasi 1.1%
Value ($000) $1,733 Shares 493,991 Est. Cost $3963.00 Unrealized
Exxon Mobil Corp 1.1%
Value ($000) $1,724 Shares 18,333 Est. Cost $101.24 Unrealized
National Grid PLC Sp ADR 1.0%
Value ($000) $1,506 Shares 20,949 Est. Cost $54484.41 Unrealized
Rayonier Advanced Materials In 0.9%
Value ($000) $1,374 Shares 41,763 Est. Cost $38.63 Unrealized
BCE Inc 0.8%
Value ($000) $1,288 Shares 30,125 Est. Cost $43.46 Unrealized
AT&T Inc 0.6%
Value ($000) $913 Shares 25,905 Est. Cost $35.48 Unrealized
Chicago Bridge & Iron Co NV NY 0.6%
Value ($000) $864 Shares 14,940 Est. Cost $57.83 Unrealized
Tupperware Brands Corp 0.4%
Value ($000) $683 Shares 9,900 Est. Cost $68.99 Unrealized
Eaton Corp PLC 0.4%
Value ($000) $675 Shares 10,650 Est. Cost $76.16 Unrealized
Oracle Corp 0.4%
Value ($000) $650 Shares 16,972 Est. Cost $38.25 Unrealized
MSFT Microsoft Corp 0.4%
Value ($000) $624 Shares 13,461 Est. Cost $26.83 Unrealized +40.4%
SHW Sherwin Williams Co 0.4%
Value ($000) $623 Shares 2,846 Est. Cost $53.48 Unrealized +19.3%
AAPL Apple Inc 0.4%
Value ($000) $615 Shares 6,108 Est. Cost $18.23 Unrealized +18.6%
General Electric Company 0.4%
Value ($000) $569 Shares 22,220 Est. Cost $12776.91 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $478 Shares 4,479 Est. Cost $60.55 Unrealized +24.8%
Verizon Communications Inc 0.3%
Value ($000) $386 Shares 7,712 Est. Cost $48.92 Unrealized
VWNDX Vanguard/Windsor Fund Inc 0.2%
Value ($000) $368 Shares 16,988 Est. Cost $17650.71 Unrealized
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $357 Shares 7,500 Est. Cost $31028.35 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $331 Shares 3,551 Est. Cost $56.13 Unrealized +15.6%
CVS Cvs Health Corporation 0.2%
Value ($000) $316 Shares 3,971 Est. Cost $41.44 Unrealized +38.7%
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $300 Shares 3,270 Est. Cost $72849.73 Unrealized
EFA iShares Tr MSCI EAFE Index 0.2%
Value ($000) $280 Shares 4,370 Est. Cost $37320.79 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $269 Shares 3,210 Est. Cost $56.45 Unrealized +5.8%
KR Kroger Co 0.2%
Value ($000) $260 Shares 5,000 Est. Cost $15.23 Unrealized +33.5%
JPMorgan Chase & Co Alerian ML 0.2%
Value ($000) $257 Shares 4,849 Est. Cost $46.40 Unrealized
Dominion Resources Inc VA 0.2%
Value ($000) $246 Shares 3,556 Est. Cost $64.67 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $227 Shares 2,550 Est. Cost $69.69 Unrealized +13.8%
WFC Wells Fargo & Co 0.1%
Value ($000) $220 Shares 4,245 Est. Cost $36.31 Unrealized +3.0%
Biogen IDEC Inc 0.1%
Value ($000) $207 Shares 627 Est. Cost $330.14 Unrealized
Cytec Industries Inc 0.1%
Value ($000) $205 Shares 4,334 Est. Cost $70.26 Unrealized
Abbvie Inc 0.1%
Value ($000) $203 Shares 3,520 Est. Cost $57.67 Unrealized
United Technologies Corp 0.1%
Value ($000) $200 Shares 1,895 Est. Cost $90665.12 Unrealized