Lipe & Dalton Diversified Active

CIK: 0001570396 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 10, 2017

Total Value ($000): $140,582 (100.0% shares, 0.0% debt)

Holdings (75)

JPMorgan Chase & Co 4.6%
Value ($000) $6,482 Shares 75,114 Est. Cost $58.48 Unrealized
MDLZ Mondelez Intl Inc Cl A 4.4%
Value ($000) $6,252 Shares 141,029 Est. Cost $32.41 Unrealized +7.2%
AIG American Intl Group Inc New 4.4%
Value ($000) $6,247 Shares 95,647 Est. Cost $32.82 Unrealized +51.8%
CM Canadian Imperial Bank Of Comm 3.9%
Value ($000) $5,452 Shares 66,808 Est. Cost $22.85 Unrealized +11.2%
MS Morgan Stanley 3.8%
Value ($000) $5,282 Shares 125,015 Est. Cost $21.33 Unrealized +36.6%
NXP Semiconductors NV 3.6%
Value ($000) $5,091 Shares 51,945 Est. Cost $57.90 Unrealized
Biogen Inc 3.4%
Value ($000) $4,816 Shares 16,982 Est. Cost $245.54 Unrealized
Time Warner Inc 3.4%
Value ($000) $4,782 Shares 49,534 Est. Cost $72.57 Unrealized
United Technologies Corp 3.4%
Value ($000) $4,745 Shares 43,289 Est. Cost $102.56 Unrealized
INTC Intel Corp 3.3%
Value ($000) $4,708 Shares 129,812 Est. Cost $17.23 Unrealized +69.2%
TE Connectivity Ltd Reg 3.2%
Value ($000) $4,472 Shares 64,548 Est. Cost $55.11 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $4,411 Shares 38,085 Est. Cost $23.81 Unrealized +9.6%
DE Deere & Co 2.9%
Value ($000) $4,068 Shares 39,477 Est. Cost $70.27 Unrealized +15.9%
IWM iShares Tr Russell 2000 2.7%
Value ($000) $3,817 Shares 28,302 Est. Cost $77919.05 Unrealized
BAX Baxter Intl Inc 2.6%
Value ($000) $3,649 Shares 82,298 Est. Cost $33.27 Unrealized +19.4%
BP BP Plc Sp ADR 2.5%
Value ($000) $3,552 Shares 95,033 Est. Cost $36357.29 Unrealized
IBM International Business Machine 2.5%
Value ($000) $3,485 Shares 20,993 Est. Cost $107.80 Unrealized -4.4%
BMY Bristol-Myers Squibb Co 2.5%
Value ($000) $3,474 Shares 59,449 Est. Cost $39.53 Unrealized 0.0%
Brookfield Asset Mgmt Inc Cl A 2.3%
Value ($000) $3,303 Shares 100,066 Est. Cost $47.92 Unrealized
Tupperware Brands Corp 2.3%
Value ($000) $3,273 Shares 62,200 Est. Cost $58.03 Unrealized
TransCanada Corp 2.3%
Value ($000) $3,271 Shares 72,437 Est. Cost $37.46 Unrealized
DHR Danaher Corp 2.3%
Value ($000) $3,255 Shares 41,811 Est. Cost $34.87 Unrealized +90.3%
Alphabet Inc Cap Stock Cl C 2.3%
Value ($000) $3,241 Shares 4,199 Est. Cost $757.50 Unrealized
RYN Rayonier Inc 2.0%
Value ($000) $2,850 Shares 107,132 Est. Cost $26.60 Unrealized
AT&T Inc 1.9%
Value ($000) $2,706 Shares 63,630 Est. Cost $36.98 Unrealized
GILD Gilead Sciences Inc 1.8%
Value ($000) $2,596 Shares 36,255 Est. Cost $67.39 Unrealized -21.1%
LyondellBasell Industries NV - 1.7%
Value ($000) $2,459 Shares 28,670 Est. Cost $86.02 Unrealized
EMR Emerson Electric Co 1.7%
Value ($000) $2,324 Shares 41,685 Est. Cost $39.14 Unrealized +9.5%
Stericycle Inc 1.5%
Value ($000) $2,163 Shares 28,075 Est. Cost $103.29 Unrealized
Cigna Corp 1.5%
Value ($000) $2,117 Shares 15,870 Est. Cost $143.19 Unrealized
BCE Inc 1.3%
Value ($000) $1,886 Shares 43,617 Est. Cost $43.54 Unrealized
Exxon Mobil Corp 1.1%
Value ($000) $1,557 Shares 17,247 Est. Cost $100.91 Unrealized
Medtronic PLC 1.0%
Value ($000) $1,381 Shares 19,383 Est. Cost $77.99 Unrealized
Reynolds American Inc 1.0%
Value ($000) $1,362 Shares 24,310 Est. Cost $50.11 Unrealized
EFA iShares Tr MSCI EAFE Index 0.9%
Value ($000) $1,245 Shares 21,570 Est. Cost $6655.93 Unrealized
Visa Inc Cl A 0.9%
Value ($000) $1,235 Shares 15,825 Est. Cost $77.53 Unrealized
Fortive Corp 0.7%
Value ($000) $1,013 Shares 18,886 Est. Cost $50.89 Unrealized
NVO Novo-Nordisk AS ADR 0.6%
Value ($000) $871 Shares 24,299 Est. Cost $8205.30 Unrealized
Allergan PLC Conv Pfd Ser A 0.6%
Value ($000) $850 Shares 1,117 Est. Cost $810.49 Unrealized
Stericycle Income Dep Pfd A 1/ 0.6%
Value ($000) $823 Shares 13,000 Est. Cost $66.07 Unrealized
VFC VF Corp 0.6%
Value ($000) $820 Shares 15,362 Est. Cost $58.07 Unrealized -10.7%
EEM iShares Tr MSCI Emerg Mkt 0.5%
Value ($000) $729 Shares 20,812 Est. Cost $38.86 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $723 Shares 11,634 Est. Cost $26.83 Unrealized +101.1%
SLB Schlumberger Ltd 0.5%
Value ($000) $697 Shares 8,300 Est. Cost $63.27 Unrealized -0.4%
SHW Sherwin Williams Co 0.5%
Value ($000) $670 Shares 2,494 Est. Cost $53.48 Unrealized +52.2%
Oracle Corp 0.3%
Value ($000) $490 Shares 12,740 Est. Cost $38.25 Unrealized
Eaton Corp PLC 0.3%
Value ($000) $392 Shares 5,845 Est. Cost $73.38 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $371 Shares 3,223 Est. Cost $60.55 Unrealized +48.2%
CBU Community Bank Systems Inc 0.2%
Value ($000) $350 Shares 5,667 Est. Cost $30.10 Unrealized +37.1%
KR Kroger Co 0.2%
Value ($000) $345 Shares 10,000 Est. Cost $22.70 Unrealized +18.8%
Abbvie Inc 0.2%
Value ($000) $345 Shares 5,510 Est. Cost $60.18 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $298 Shares 2,845 Est. Cost $56.13 Unrealized +41.4%
General Electric Company 0.2%
Value ($000) $296 Shares 9,367 Est. Cost $11279.28 Unrealized
Verizon Communications Inc 0.2%
Value ($000) $276 Shares 5,162 Est. Cost $48.92 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $263 Shares 1,524 Est. Cost $107.02 Unrealized +25.3%
Dominion Resources Inc VA 0.2%
Value ($000) $258 Shares 3,366 Est. Cost $64.67 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $249 Shares 2,385 Est. Cost $72.24 Unrealized +25.6%
PG Procter & Gamble Co 0.2%
Value ($000) $239 Shares 2,847 Est. Cost $56.81 Unrealized +17.5%
MCD McDonalds Corp 0.2%
Value ($000) $224 Shares 1,843 Est. Cost $76.35 Unrealized +23.5%
Cisco Systems Inc 0.2%
Value ($000) $219 Shares 7,259 Est. Cost $27.31 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $217 Shares 1,840 Est. Cost $73.80 Unrealized 0.0%
IWF iShares Tr Russell 1000 Growth 0.2%
Value ($000) $214 Shares 2,040 Est. Cost $72849.73 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $202 Shares 2,558 Est. Cost $41.44 Unrealized +47.3%
Merck & Co Inc 0.1%
Value ($000) $182 Shares 3,085 Est. Cost $59.00 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $155 Shares 950 Est. Cost $153.96 Unrealized 0.0%
PFE Pfizer Inc 0.1%
Value ($000) $141 Shares 4,325 Est. Cost $20.50 Unrealized 0.0%
KO Coca-Cola Co 0.1%
Value ($000) $124 Shares 3,001 Est. Cost $31.21 Unrealized 0.0%
PM Philip Morris Intl Inc 0.1%
Value ($000) $121 Shares 1,324 Est. Cost $58.23 Unrealized 0.0%
Maiden Holdings Ltd 6.625 Nt 2 0.1%
Value ($000) $109 Shares 4,300 Est. Cost $25.35 Unrealized
Frontier Communications Corp 0.1%
Value ($000) $99 Shares 29,174 Est. Cost $3.39 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $87 Shares 1,179 Est. Cost $52.05 Unrealized 0.0%
IWD iShares Tr Russell 1000 Value 0.1%
Value ($000) $71 Shares 635 Est. Cost $111.81 Unrealized
NextEra Energy Inc 0.0%
Value ($000) $21 Shares 175 Est. Cost $120.00 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $19 Shares 306 Est. Cost $44.87 Unrealized 0.0%
Vertical Computer Systems Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized