Lumbard & Kellner, LLC Diversified Active

CIK: 0001602476 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 2, 2016

Total Value ($000): $145,557 (100.0% shares, 0.0% debt)

Holdings (81)

FGVXX FIRST AMER GOVT OBLIG FUND CL Y 10.4%
Value ($000) $15,114 Shares 15,113,759 Est. Cost $1.00 Unrealized
MIPIX MATTHEWS ASIA DIVIDEND INS 6.9%
Value ($000) $10,030 Shares 591,040 Est. Cost $16.01 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 6.6%
Value ($000) $9,613 Shares 86,345 Est. Cost $101.77 Unrealized
PRU PRUDENTIAL FINANCIAL INC 4.1%
Value ($000) $5,941 Shares 72,763 Est. Cost $51.48 Unrealized -2.4%
MET METLIFE INC 3.8%
Value ($000) $5,585 Shares 125,695 Est. Cost $30.35 Unrealized -9.8%
WMT WAL MART STORES INC 3.5%
Value ($000) $5,066 Shares 70,240 Est. Cost $20.75 Unrealized -0.7%
FDX FED EX CORP 3.3%
Value ($000) $4,864 Shares 27,845 Est. Cost $114.13 Unrealized +23.5%
GLW CORNING INC 3.3%
Value ($000) $4,765 Shares 201,466 Est. Cost $14.14 Unrealized +22.8%
FMC F M C CORPORATION 3.0%
Value ($000) $4,317 Shares 89,295 Est. Cost $32.73 Unrealized +1.0%
MIDNX MATTHEWS INDIA FUND INSTITUTIONAL 2.8%
Value ($000) $4,065 Shares 144,084 Est. Cost $25.45 Unrealized
KRATON CORPORATION 2.8%
Value ($000) $4,022 Shares 114,793 Est. Cost $17.74 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.8%
Value ($000) $4,015 Shares 25,274 Est. Cost $106.69 Unrealized -4.6%
GOOG ALPHABET INC CL C 2.5%
Value ($000) $3,638 Shares 4,681 Est. Cost $35.55 Unrealized +6.0%
EPOL ISHARES MSCI POLAND CAPPED INVST ETF 2.4%
Value ($000) $3,532 Shares 193,855 Est. Cost $24.56 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.4%
Value ($000) $3,481 Shares 92,500 Est. Cost $40.87 Unrealized
SHIRE PLC A D R 2.3%
Value ($000) $3,393 Shares 17,500 Est. Cost $184.06 Unrealized
MITEX MATTHEWS ASIA SCIENCE AND TECHNOLOGY 2.2%
Value ($000) $3,223 Shares 257,256 Est. Cost $11.55 Unrealized
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $3,068 Shares 19,022 Est. Cost $136.36 Unrealized -1.9%
BA BOEING CO 2.0%
Value ($000) $2,983 Shares 22,642 Est. Cost $118.66 Unrealized +1.8%
TSN TYSON FOODS INC CL A 2.0%
Value ($000) $2,976 Shares 39,855 Est. Cost $29.96 Unrealized +93.1%
T AT&T INC 2.0%
Value ($000) $2,948 Shares 72,581 Est. Cost $12.28 Unrealized +32.7%
RF REGIONS FINL CORP 2.0%
Value ($000) $2,935 Shares 297,325 Est. Cost $7.00 Unrealized -5.0%
SGAPY SINGAPORE TELECOMMUNICATNS A D R 2.0%
Value ($000) $2,911 Shares 98,905 Est. Cost $29.46 Unrealized
HBAN HUNTINGTON BANCSHARES INC 1.6%
Value ($000) $2,257 Shares 228,900 Est. Cost $6.04 Unrealized +6.3%
KEY KEYCORP 1.5%
Value ($000) $2,183 Shares 179,335 Est. Cost $8.04 Unrealized +0.6%
BOMBARDIER INC CL B 1.1%
Value ($000) $1,663 Shares 1,205,325 Est. Cost $1.97 Unrealized
F FORD MOTOR CO 1.1%
Value ($000) $1,644 Shares 136,219 Est. Cost $9.00 Unrealized -14.7%
STATE STREET CAP 1.85028% 6/15/37 1.1%
Value ($000) $1,608 Shares 1,870,000 Est. Cost $0.76 Unrealized
MITSUBISHI HVY IND 1.0%
Value ($000) $1,436 Shares 346,950 Est. Cost $4.45 Unrealized
MORGAN STANLEY MTN 3.500% 9/30/17 1.0%
Value ($000) $1,383 Shares 1,370,000 Est. Cost $1.04 Unrealized
GM GENERAL MOTORS CO 0.9%
Value ($000) $1,340 Shares 42,181 Est. Cost $26.83 Unrealized -3.6%
ENERGY TRANSFER 3.36889% 11/01/66 0.9%
Value ($000) $1,338 Shares 1,968,000 Est. Cost $0.85 Unrealized
FIRST RESOURCES LTD 0.9%
Value ($000) $1,286 Shares 958,250 Est. Cost $1.41 Unrealized
US BANK CAPITAL IX 3.54413% 4/15/49 0.9%
Value ($000) $1,254 Shares 1,465,000 Est. Cost $0.78 Unrealized
MORGAN STANLEY MTN 2.88285% 4/16/19 0.8%
Value ($000) $1,196 Shares 1,182,000 Est. Cost $0.99 Unrealized
JP MORGAN CHASE MTN 2.000% 4/30/24 0.7%
Value ($000) $969 Shares 1,000,000 Est. Cost $0.97 Unrealized
IMMUNOGEN INC 0.6%
Value ($000) $942 Shares 351,565 Est. Cost $7.19 Unrealized
FIRST MD CAP I 1.62835% 1/15/27 0.6%
Value ($000) $896 Shares 1,031,000 Est. Cost $0.81 Unrealized
CYNOSURE INC CL A 0.6%
Value ($000) $861 Shares 16,895 Est. Cost $30.66 Unrealized
BANK OF AMERICA MT 1.32305% 12/01/26 0.6%
Value ($000) $845 Shares 980,000 Est. Cost $0.87 Unrealized
MELLON CAP IV 6.244% 6/29/49 0.6%
Value ($000) $809 Shares 944,000 Est. Cost $0.87 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $773 Shares 8,856 Est. Cost $56.40 Unrealized +3.8%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $671 Shares 22,250 Est. Cost $14.86 Unrealized +69.1%
NTC CAPITAL II 0.82174% 4/15/27 0.5%
Value ($000) $656 Shares 758,000 Est. Cost $0.82 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $631 Shares 5,408 Est. Cost $69.20 Unrealized +24.3%
KEYCORP CAPITAL 1 1.3651% 7/01/28 0.4%
Value ($000) $622 Shares 742,000 Est. Cost $0.82 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $495 Shares 16,700 Est. Cost $28.51 Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $479 Shares 7,221 Est. Cost $18.60 Unrealized +43.1%
LLY ELI LILLY CO 0.3%
Value ($000) $478 Shares 5,955 Est. Cost $50.99 Unrealized +34.5%
CITIGROUP INC 1.2123% 8/25/36 0.3%
Value ($000) $439 Shares 600,000 Est. Cost $0.78 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $418 Shares 4,300 Est. Cost $52.28 Unrealized +19.1%
MRK MERCK CO INC 0.3%
Value ($000) $367 Shares 5,880 Est. Cost $31.90 Unrealized +37.1%
PEP PEPSICO INC 0.2%
Value ($000) $321 Shares 2,950 Est. Cost $58.29 Unrealized +39.1%
CITIGROUP INC MTN 3.000% 12/15/20 0.2%
Value ($000) $298 Shares 300,000 Est. Cost $1.03 Unrealized
NI NISOURCE INC 0.2%
Value ($000) $289 Shares 12,000 Est. Cost $8.50 Unrealized +118.1%
MSFT MICROSOFT CORP 0.2%
Value ($000) $288 Shares 5,000 Est. Cost $31.32 Unrealized +60.6%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $252 Shares 2,000 Est. Cost $85.00 Unrealized +10.0%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $237 Shares 15,120 Est. Cost $13.27 Unrealized -9.1%
MANUF & TRADERS 5.585% 12/28/20 0.1%
Value ($000) $197 Shares 198,000 Est. Cost $1.04 Unrealized
MEXICO EQUITY & INCOME FD 0.1%
Value ($000) $190 Shares 18,315 Est. Cost $15.70 Unrealized
SUNTRUST CAPITAL 1.3025% 3/15/28 0.1%
Value ($000) $184 Shares 219,000 Est. Cost $0.88 Unrealized
SLM CORP MTN 8.450% 6/15/18 0.1%
Value ($000) $108 Shares 100,000 Est. Cost $1.05 Unrealized
BANK OF AMER MTN 3.42511% 6/29/20 0.1%
Value ($000) $98 Shares 100,000 Est. Cost $1.02 Unrealized
INGRAM MICRO INC 4.950% 12/15/24 0.1%
Value ($000) $91 Shares 90,000 Est. Cost $1.00 Unrealized
ALTRIA GROUP INC 9.700% 11/10/18 0.0%
Value ($000) $59 Shares 50,000 Est. Cost $1.20 Unrealized
SOUTHBOROUGH MA REF 4.000% 6/01/20 0.0%
Value ($000) $55 Shares 50,000 Est. Cost $1.14 Unrealized
WESTWOOD MA REF 4.000% 6/01/19 0.0%
Value ($000) $54 Shares 50,000 Est. Cost $1.14 Unrealized
WELLS FARGO MTN 3.500% 3/08/22 0.0%
Value ($000) $53 Shares 50,000 Est. Cost $1.04 Unrealized
MASSACHUSETTS ST SER 3.000% 12/01/23 0.0%
Value ($000) $53 Shares 50,000 Est. Cost $1.04 Unrealized
US STEEL CORP 7.000% 2/01/18 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $0.70 Unrealized
KOHLS CORPORATION 4.250% 7/17/25 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $0.98 Unrealized
MILTON MA REF 2.000% 1/15/19 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
GOLDMAN SACHS GR MTN 3.250% 8/15/18 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $1.02 Unrealized
SPRINT NEXTEL CORP 6.000% 12/01/16 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
TEXAS A M UNIV REVS 5.000% 5/15/18 0.0%
Value ($000) $27 Shares 25,000 Est. Cost $1.16 Unrealized
PENNSYLVANIA ST 5.000% 7/01/18 0.0%
Value ($000) $27 Shares 25,000 Est. Cost $1.16 Unrealized
GABRIEL RESOURCES LTD 0.0%
Value ($000) $14 Shares 30,000 Est. Cost $0.37 Unrealized
U S TREAS BDS 8.125% 8/15/19 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.20 Unrealized
AMICUS WIND DOWN 0.00001% 6/15/12 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
EME REORGN TR 0.0%
Value ($000) $0 Shares 83,036 Est. Cost Unrealized
DESARROLLADORA HOM DFLT 9/28/15 0.0%
Value ($000) $0 Shares 63,000 Est. Cost Unrealized