FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Sep 5, 2014

Total Value ($000): $4,175,124

Holdings (105)

PETSMART 6.6%
Value ($000) $274,315 Shares 4,587,207 Est. Cost $65.71 Unrealized
KO COCA-COLA 6.2%
Value ($000) $257,371 Shares 6,075,800 Est. Cost $31.23 Unrealized -10.0%
MSFT MICROSOFT 5.9%
Value ($000) $245,135 Shares 5,878,545 Est. Cost $26.74 Unrealized +27.0%
EBAY EBAY 5.3%
Value ($000) $220,932 Shares 4,413,350 Est. Cost $19.57 Unrealized -0.9%
QCOM QUALCOMM 5.1%
Value ($000) $212,163 Shares 2,678,830 Est. Cost $51.91 Unrealized +10.4%
PG PROCTER & GAMBLE 4.0%
Value ($000) $168,288 Shares 2,141,340 Est. Cost $58.22 Unrealized +0.1%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $167,308 Shares 1,599,200 Est. Cost $65.20 Unrealized +12.2%
MCD MCDONALDS 3.6%
Value ($000) $150,858 Shares 1,497,494 Est. Cost $80.18 Unrealized -6.7%
YAHOO! 3.4%
Value ($000) $142,861 Shares 4,066,643 Est. Cost $35.13 Unrealized
IBM IBM 3.4%
Value ($000) $140,967 Shares 777,665 Est. Cost $108.41 Unrealized +3.6%
NATIONAL OILWELL VARCO 3.1%
Value ($000) $128,305 Shares 1,558,050 Est. Cost $71.83 Unrealized
ABT ABBOTT LABORATORIES 3.0%
Value ($000) $125,582 Shares 3,070,460 Est. Cost $37.26 Unrealized -15.5%
BRK/B BERKSHIRE HATHAWAY B 2.9%
Value ($000) $121,700 Shares 961,600 Est. Cost $119.03 Unrealized +6.3%
BAX BAXTER INTERNATIONAL 2.8%
Value ($000) $115,671 Shares 1,599,875 Est. Cost $29.36 Unrealized +11.4%
EMR EMERSON ELECTRIC 2.7%
Value ($000) $113,526 Shares 1,710,761 Est. Cost $46.12 Unrealized +6.5%
MEDTRONIC 2.5%
Value ($000) $102,615 Shares 1,609,401 Est. Cost $49.50 Unrealized
WMT WAL-MART STORES 2.4%
Value ($000) $99,655 Shares 1,327,490 Est. Cost $24.00 Unrealized -14.5%
MICHAEL KORS 2.4%
Value ($000) $98,136 Shares 1,107,000 Est. Cost $88.65 Unrealized
AMGN AMGEN 2.1%
Value ($000) $89,754 Shares 758,250 Est. Cost $74.95 Unrealized +11.2%
CSCO CISCO SYSTEMS 1.9%
Value ($000) $77,450 Shares 3,116,720 Est. Cost $17.77 Unrealized -6.4%
GOOGLE - CLASS A 1.7%
Value ($000) $70,836 Shares 121,155 Est. Cost $587.54 Unrealized
PEP PEPSICO 1.7%
Value ($000) $70,624 Shares 790,510 Est. Cost $58.96 Unrealized +3.3%
PM PHILIP MORRIS INTL. 1.5%
Value ($000) $64,067 Shares 759,900 Est. Cost $52.32 Unrealized -7.8%
ORCL ORACLE 1.5%
Value ($000) $60,652 Shares 1,496,460 Est. Cost $28.64 Unrealized +21.0%
PFE PFIZER 1.5%
Value ($000) $60,541 Shares 2,039,800 Est. Cost $19.44 Unrealized -9.7%
ROST ROSS STORES 1.1%
Value ($000) $47,667 Shares 720,800 Est. Cost $30.61 Unrealized -0.0%
CHINA MOBILE ADR 1.1%
Value ($000) $44,397 Shares 913,340 Est. Cost $48.61 Unrealized
XOM EXXON MOBIL 1.1%
Value ($000) $43,974 Shares 436,770 Est. Cost $57.25 Unrealized +8.1%
CVX CHEVRON 1.0%
Value ($000) $42,128 Shares 322,700 Est. Cost $72.11 Unrealized +5.3%
BARRICK GOLD 1.0%
Value ($000) $41,242 Shares 2,255,600 Est. Cost $18.28 Unrealized
L BRANDS 1.0%
Value ($000) $40,264 Shares 686,400 Est. Cost $58.09 Unrealized
XEROX 0.9%
Value ($000) $38,013 Shares 3,055,739 Est. Cost $9.94 Unrealized
KELLOGG 0.9%
Value ($000) $36,779 Shares 559,808 Est. Cost $38.80 Unrealized +7.6%
WU WESTERN UNION 0.9%
Value ($000) $35,502 Shares 2,047,430 Est. Cost $14.32 Unrealized
MMM 3M 0.8%
Value ($000) $32,411 Shares 226,270 Est. Cost $86.67 Unrealized -6.5%
POTASH CORP SASKATCHEWAN 0.6%
Value ($000) $26,306 Shares 693,000 Est. Cost $37.96 Unrealized
AAPL APPLE 0.6%
Value ($000) $24,399 Shares 262,549 Est. Cost $42.60 Unrealized -56.2%
QIAGEN 0.5%
Value ($000) $21,843 Shares 939,662 Est. Cost $23.25 Unrealized
UNP UNION PACIFIC 0.5%
Value ($000) $20,947 Shares 210,000 Est. Cost $76.12 Unrealized -1.8%
COACH 0.5%
Value ($000) $20,215 Shares 591,250 Est. Cost $46.91 Unrealized
SEAGATE TECHNOLOGY 0.5%
Value ($000) $20,148 Shares 354,600 Est. Cost $56.82 Unrealized
SYK STRYKER 0.5%
Value ($000) $19,562 Shares 232,000 Est. Cost $54.94 Unrealized +29.5%
EMC 0.5%
Value ($000) $18,871 Shares 716,440 Est. Cost $24.93 Unrealized
MA MASTERCARD 0.4%
Value ($000) $16,843 Shares 229,250 Est. Cost $69.24 Unrealized 0.0%
WDC WESTERN DIGITAL 0.4%
Value ($000) $16,033 Shares 173,700 Est. Cost $47.49 Unrealized +16.7%
COP CONOCOPHILLIPS 0.4%
Value ($000) $16,014 Shares 186,800 Est. Cost $61.71 Unrealized -13.5%
NEM NEWMONT MINING 0.4%
Value ($000) $15,961 Shares 627,380 Est. Cost $25.96 Unrealized -27.8%
NTES NETEASE ADR 0.4%
Value ($000) $15,323 Shares 195,550 Est. Cost $78.36 Unrealized
COVIDIEN 0.3%
Value ($000) $11,877 Shares 131,700 Est. Cost $90.18 Unrealized
COCA COLA CALL 0.3%
Value ($000) $10,590 Shares 2,500 Est. Cost Unrealized
ZBH ZIMMER HOLDINGS 0.2%
Value ($000) $10,386 Shares 100,000 Est. Cost $54.55 Unrealized +62.6%
2,750% NUANCE 01.11.2031 0.2%
Value ($000) $9,589 Shares 9,500,000 Est. Cost $1.04 Unrealized
1,625% NEWMONT MINING 15.07.2017 0.2%
Value ($000) $9,060 Shares 8,500,000 Est. Cost $1.36 Unrealized
2,950% INTEL 15.12.2035 0.2%
Value ($000) $8,729 Shares 7,000,000 Est. Cost $1.08 Unrealized
ABBV ABBVIE 0.2%
Value ($000) $7,140 Shares 126,500 Est. Cost $22.34 Unrealized +47.6%
MDLZ MONDELEZ INT. 0.2%
Value ($000) $6,394 Shares 170,000 Est. Cost $23.20 Unrealized +22.0%
0,500% TOLL BROTHERS 15.09.2032 0.2%
Value ($000) $6,383 Shares 6,000,000 Est. Cost $1.06 Unrealized
ADT CALL 0.1%
Value ($000) $5,241 Shares 1,500 Est. Cost Unrealized
SFL 3.25 02/01/18 3,250% SHIP FINANCE 01.02.2018 0.1%
Value ($000) $5,169 Shares 4,500,000 Est. Cost $1.15 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $4,890 Shares 99,940 Est. Cost $25.87 Unrealized +3.6%
UNITED TECHNOLOGIES 0.1%
Value ($000) $4,122 Shares 35,700 Est. Cost $80.50 Unrealized
GOOGLE - CLASS C 0.1%
Value ($000) $4,041 Shares 7,025 Est. Cost $575.23 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $3,841 Shares 30,000 Est. Cost $139.15 Unrealized
NUANCE COMMUNICATIONS 0.1%
Value ($000) $3,472 Shares 185,000 Est. Cost $18.40 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $3,409 Shares 50,000 Est. Cost $51.74 Unrealized -1.0%
DNOW NOW 0.1%
Value ($000) $2,580 Shares 71,250 Est. Cost $33.70 Unrealized 0.0%
2,250% TIBCO SOFTWARE 01.05.2032 0.1%
Value ($000) $2,544 Shares 2,500,000 Est. Cost $0.98 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $2,413 Shares 30,000 Est. Cost $33.24 Unrealized +63.0%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $2,307 Shares 70,000 Est. Cost $26.60 Unrealized 0.0%
1,625% RTI INTL METALS 15.10.2019 0.0%
Value ($000) $2,006 Shares 2,000,000 Est. Cost $0.94 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $1,987 Shares 16,840 Est. Cost $52.42 Unrealized +116.4%
DDS DILLARDS 0.0%
Value ($000) $1,982 Shares 17,000 Est. Cost $67.08 Unrealized +15.5%
SLB SCHLUMBERGER 0.0%
Value ($000) $1,404 Shares 11,900 Est. Cost $69.24 Unrealized +8.1%
INTC INTEL 0.0%
Value ($000) $1,080 Shares 34,950 Est. Cost $17.76 Unrealized +16.5%
YUM YUM! BRANDS 0.0%
Value ($000) $1,035 Shares 12,750 Est. Cost $57.10 Unrealized -21.8%
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $831 Shares 8,100 Est. Cost $84.23 Unrealized -21.4%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $471 Shares 22,000 Est. Cost $21.41 Unrealized
ABEV AMBEV ADR 0.0%
Value ($000) $458 Shares 65,000 Est. Cost $7.05 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $405 Shares 10,000 Est. Cost $45.61 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $380 Shares 2 Est. Cost $161908.78 Unrealized +17.2%
GRUPO PAO DE ACUCAR ADR 0.0%
Value ($000) $371 Shares 8,000 Est. Cost $46.38 Unrealized
CCU CERVECERIAS UNIDAS ADR 0.0%
Value ($000) $293 Shares 12,500 Est. Cost $23.44 Unrealized
MEAD JOHNSON NUTRITION 0.0%
Value ($000) $280 Shares 3,000 Est. Cost $74.21 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $263 Shares 10,000 Est. Cost $26.30 Unrealized
RDY DR REDDYS LABORATORIES ADR 0.0%
Value ($000) $259 Shares 6,000 Est. Cost $43.17 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $249 Shares 3,000 Est. Cost $54.08 Unrealized 0.0%
UGP ULTRAPAR ADR 0.0%
Value ($000) $236 Shares 10,000 Est. Cost $23.60 Unrealized
BAP CREDICORP 0.0%
Value ($000) $233 Shares 1,500 Est. Cost $113.71 Unrealized 0.0%
YANDEX 0.0%
Value ($000) $232 Shares 6,500 Est. Cost $35.69 Unrealized
GRUPO SANTANDER MEXICO ADR 0.0%
Value ($000) $232 Shares 17,500 Est. Cost $13.26 Unrealized
VALE VALE ADR 0.0%
Value ($000) $225 Shares 17,000 Est. Cost $13.24 Unrealized
CNH CNH INDUSTRIAL 0.0%
Value ($000) $222 Shares 22,500 Est. Cost $7.73 Unrealized 0.0%
STAPLES 0.0%
Value ($000) $211 Shares 19,470 Est. Cost $12.76 Unrealized
MRK MERCK & CO. 0.0%
Value ($000) $159 Shares 2,750 Est. Cost $32.32 Unrealized +17.5%
LLY ELI LILLY 0.0%
Value ($000) $154 Shares 2,480 Est. Cost $39.58 Unrealized +21.3%
NVDA NVIDIA 0.0%
Value ($000) $148 Shares 8,000 Est. Cost $0.36 Unrealized +21.8%
HAL HALLIBURTON 0.0%
Value ($000) $140 Shares 2,000 Est. Cost $51.48 Unrealized 0.0%
EXC EXELON 0.0%
Value ($000) $140 Shares 3,830 Est. Cost $36.27 Unrealized -53.5%
CELGENE 0.0%
Value ($000) $137 Shares 1,600 Est. Cost $85.63 Unrealized
ANF ABERCROMBIE & FITCH 0.0%
Value ($000) $129 Shares 2,990 Est. Cost $26.66 Unrealized +13.1%
TDC TERADATA CORP 0.0%
Value ($000) $117 Shares 2,920 Est. Cost $45.33 Unrealized -3.7%
KSS KOHL`S 0.0%
Value ($000) $108 Shares 2,050 Est. Cost $52.24 Unrealized +3.7%
LEGG MASON 0.0%
Value ($000) $96 Shares 1,870 Est. Cost $32.11 Unrealized
NDAQ NASDAQ OMX GROUP 0.0%
Value ($000) $79 Shares 2,040 Est. Cost $23.80 Unrealized -57.4%
DE DEERE & CO. 0.0%
Value ($000) $41 Shares 450 Est. Cost $74.12 Unrealized 0.0%