FLOSSBACH VON STORCH AG Diversified Active

Location: Cologne, Germany

CIK: 0001575677 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jun 23, 2014

Total Value: $3.515B (98.7% shares, 1.3% debt)

Holdings (89)

QCOM QUALCOMM 7.7%
Value $272M Shares 3,657,424 Est. Cost $51.91 Unrealized -3.0%
KO COCA-COLA 7.5%
Value $265M Shares 6,403,650 Est. Cost $31.74 Unrealized -15.1%
MCD MCDONALDS 6.5%
Value $228M Shares 2,347,179 Est. Cost $80.18 Unrealized -12.7%
MSFT MICROSOFT 6.2%
Value $218M Shares 5,837,455 Est. Cost $26.60 Unrealized +12.9%
IBM IBM 5.2%
Value $181M Shares 965,495 Est. Cost $108.34 Unrealized -1.8%
EBAY EBAY 4.5%
Value $158M Shares 2,887,754 Est. Cost $19.70 Unrealized 0.0%
ORCL ORACLE 4.4%
Value $154M Shares 4,032,310 Est. Cost $28.64 Unrealized +0.5%
PFE PFIZER 3.8%
Value $134M Shares 4,377,170 Est. Cost $19.52 Unrealized -9.7%
EMC 3.8%
Value $133M Shares 5,268,500 Est. Cost $24.93 Unrealized
ABT ABBOTT LABORATORIES 3.8%
Value $132M Shares 3,440,633 Est. Cost $37.36 Unrealized -21.8%
XEROX 3.5%
Value $122M Shares 10,005,015 Est. Cost $9.94 Unrealized
JNJ JOHNSON & JOHNSON 3.4%
Value $121M Shares 1,317,210 Est. Cost $64.66 Unrealized +1.7%
NATIONAL OILWELL VARCO 3.2%
Value $111M Shares 1,400,000 Est. Cost $69.55 Unrealized
BAX BAXTER INTERNATIONAL 3.2%
Value $111M Shares 1,598,150 Est. Cost $29.29 Unrealized -0.2%
CSCO CISCO SYSTEMS 3.2%
Value $111M Shares 4,946,220 Est. Cost $17.77 Unrealized -14.5%
WMT WAL-MART STORES 2.7%
Value $95.63M Shares 1,215,240 Est. Cost $24.38 Unrealized -16.5%
PETSMART 2.6%
Value $92.13M Shares 1,266,446 Est. Cost $68.94 Unrealized
KELLOGG 2.2%
Value $78.88M Shares 1,291,610 Est. Cost $38.94 Unrealized -3.0%
MEDTRONIC 1.9%
Value $66.4M Shares 1,157,029 Est. Cost $44.74 Unrealized
EMR EMERSON ELECTRIC 1.8%
Value $61.96M Shares 882,846 Est. Cost $44.01 Unrealized +9.5%
CVX CHEVRON 1.4%
Value $48.09M Shares 384,993 Est. Cost $72.14 Unrealized +0.5%
PM PHILIP MORRIS INTL. 1.4%
Value $47.95M Shares 550,363 Est. Cost $55.15 Unrealized -13.3%
AMGN AMGEN 1.3%
Value $46.42M Shares 406,890 Est. Cost $66.81 Unrealized +21.4%
XOM EXXON MOBIL 1.1%
Value $38.31M Shares 378,610 Est. Cost $57.07 Unrealized -2.0%
MMM 3M 1.1%
Value $37.82M Shares 269,670 Est. Cost $86.67 Unrealized -16.1%
AAPL APPLE 1.1%
Value $37.17M Shares 66,247 Est. Cost $185.69 Unrealized -91.2%
MO ALTRIA GROUP 0.9%
Value $32.23M Shares 839,400 Est. Cost $19.55 Unrealized -12.3%
WU WESTERN UNION 0.9%
Value $31.06M Shares 1,800,630 Est. Cost $14.05 Unrealized
COACH 0.8%
Value $28.93M Shares 515,500 Est. Cost $51.08 Unrealized
PEP PEPSICO 0.7%
Value $25.83M Shares 311,450 Est. Cost $65.50 Unrealized -11.8%
BDX BECTON DICKINSON 0.7%
Value $24.58M Shares 222,500 Est. Cost $76.41 Unrealized +12.3%
GOOGLE - CLASS A 0.6%
Value $21.95M Shares 19,587 Est. Cost $646.41 Unrealized
LORILLARD 0.6%
Value $19.91M Shares 392,800 Est. Cost $56.23 Unrealized
UNP UNION PACIFIC 0.5%
Value $18.65M Shares 111,000 Est. Cost $77.63 Unrealized -22.0%
SYK STRYKER 0.5%
Value $17.43M Shares 232,000 Est. Cost $54.94 Unrealized +14.8%
NEM NEWMONT MINING 0.4%
Value $14.48M Shares 628,590 Est. Cost $27.56 Unrealized -28.4%
PG PROCTER & GAMBLE 0.4%
Value $13.66M Shares 167,760 Est. Cost $57.38 Unrealized +1.1%
ZBH ZIMMER HOLDINGS 0.4%
Value $13.24M Shares 142,100 Est. Cost $54.55 Unrealized +43.5%
COP CONOCOPHILLIPS 0.4%
Value $13.2M Shares 186,800 Est. Cost $61.71 Unrealized -21.6%
MDLZ MONDELEZ INT. 0.4%
Value $12.33M Shares 349,350 Est. Cost $23.20 Unrealized +10.0%
COCA COLA CALL 0.3%
Value $10.33M Shares 2,500 Est. Cost Unrealized
ABBV ABBVIE 0.3%
Value $10.19M Shares 193,000 Est. Cost $22.34 Unrealized +36.0%
L BRANDS 0.3%
Value $9.896M Shares 160,000 Est. Cost $61.85 Unrealized
2,750% NUANCE 01.11.2031 0.3%
Value $9.508M Shares 9,500,000 Est. Cost $1.04 Unrealized
1,625% NEWMONT MINING 15.07.2017 0.2%
Value $8.755M Shares 8,500,000 Est. Cost $1.36 Unrealized
WDC WESTERN DIGITAL 0.2%
Value $8.39M Shares 100,000 Est. Cost $42.30 Unrealized +8.5%
2,950% INTEL 15.12.2035 0.2%
Value $7.849M Shares 7,000,000 Est. Cost $1.08 Unrealized
2,000% HOLOGIC 01.03.2042 0.1%
Value $4.654M Shares 4,500,000 Est. Cost $1.03 Unrealized
HESS 0.1%
Value $4.565M Shares 55,000 Est. Cost $60.98 Unrealized
2,250% TIBCO SOFTWARE 01.05.2032 0.1%
Value $4.534M Shares 4,500,000 Est. Cost $0.98 Unrealized
TAP MOLSON COORS 0.1%
Value $4.509M Shares 80,300 Est. Cost $44.36 Unrealized -10.2%
UNITED TECHNOLOGIES 0.1%
Value $4.33M Shares 38,050 Est. Cost $80.50 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value $3.71M Shares 33,320 Est. Cost $52.42 Unrealized +82.4%
0,250% TEVA PHARMA FIN 01.02.2026 0.1%
Value $3.68M Shares 3,500,000 Est. Cost $1.02 Unrealized
1,250% LAM RESEARCH 15.05.2018 0.1%
Value $3.665M Shares 3,000,000 Est. Cost $1.02 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value $3.484M Shares 30,000 Est. Cost $139.15 Unrealized
EMC CALL 0.1%
Value $3.018M Shares 1,200 Est. Cost Unrealized
DIAMOND OFFSH. DRILLING 0.1%
Value $2.846M Shares 50,000 Est. Cost $68.32 Unrealized
NUANCE COMMUNICATIONS 0.1%
Value $2.812M Shares 185,000 Est. Cost $18.40 Unrealized
2,000% HOLOGIC 15.12.2037 0.1%
Value $2.322M Shares 2,000,000 Est. Cost $1.11 Unrealized
PSX PHILLIPS 66 0.1%
Value $2.314M Shares 30,000 Est. Cost $33.24 Unrealized +30.6%
1,625% RTI INTL METALS 15.10.2019 0.1%
Value $2.167M Shares 2,000,000 Est. Cost $0.94 Unrealized
CR BARD 0.0%
Value $1.54M Shares 11,500 Est. Cost $105.10 Unrealized
YUM YUM! BRANDS 0.0%
Value $1.229M Shares 16,250 Est. Cost $57.10 Unrealized -28.4%
INTC INTEL 0.0%
Value $1.193M Shares 45,950 Est. Cost $17.76 Unrealized +0.9%
OXY OCCIDENTAL PETROLEUM 0.0%
Value $666K Shares 7,000 Est. Cost $87.07 Unrealized -27.2%
SLB SCHLUMBERGER 0.0%
Value $586K Shares 6,500 Est. Cost $64.57 Unrealized +0.7%
SYY SYSCO 0.0%
Value $542K Shares 15,000 Est. Cost $27.82 Unrealized -12.4%
PH PARKER HANNIFIN 0.0%
Value $257K Shares 2,000 Est. Cost $76.76 Unrealized +23.8%
MEAD JOHNSON NUTRITION 0.0%
Value $251K Shares 3,000 Est. Cost $74.21 Unrealized
ALCOA 0.0%
Value $205K Shares 19,270 Est. Cost $8.94 Unrealized
MRK MERCK & CO. 0.0%
Value $188K Shares 3,750 Est. Cost $32.32 Unrealized -3.2%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value $178K Shares 1 Est. Cost $134000.00 Unrealized +29.5%
STAPLES 0.0%
Value $169K Shares 10,620 Est. Cost $13.94 Unrealized
WFC WELLS FARGO 0.0%
Value $159K Shares 3,500 Est. Cost $30.76 Unrealized 0.0%
CL COLGATE-PALMOLIVE 0.0%
Value $150K Shares 2,300 Est. Cost $62.47 Unrealized -22.5%
TDC TERADATA CORP 0.0%
Value $133K Shares 2,920 Est. Cost $45.33 Unrealized 0.0%
NVDA NVIDIA 0.0%
Value $128K Shares 8,000 Est. Cost $0.36 Unrealized 0.0%
LLY ELI LILLY 0.0%
Value $126K Shares 2,480 Est. Cost $39.58 Unrealized 0.0%
KSS KOHL`S 0.0%
Value $116K Shares 2,050 Est. Cost $52.24 Unrealized +5.0%
KRAFT FOODS GROUP 0.0%
Value $116K Shares 2,150 Est. Cost $52.56 Unrealized
EXC EXELON 0.0%
Value $105K Shares 3,830 Est. Cost $36.27 Unrealized -64.0%
BAKER HUGHES 0.0%
Value $104K Shares 1,890 Est. Cost $41.37 Unrealized
ANF ABERCROMBIE & FITCH 0.0%
Value $98,000 Shares 2,990 Est. Cost $26.66 Unrealized 0.0%
WALGREEN 0.0%
Value $86,000 Shares 1,500 Est. Cost $33.05 Unrealized
LEGG MASON 0.0%
Value $81,000 Shares 1,870 Est. Cost $32.11 Unrealized
NDAQ NASDAQ OMX GROUP 0.0%
Value $81,000 Shares 2,040 Est. Cost $23.80 Unrealized -57.7%
DU PONT 0.0%
Value $65,000 Shares 1,000 Est. Cost $65.00 Unrealized
BRK/B BERKSHIRE HATHAWAY B 0.0%
Value $36,000 Shares 300 Est. Cost $80.00 Unrealized +44.5%