Lumbard & Kellner, LLC Diversified Active

CIK: 0001602476 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 16, 2017

Total Value ($000): $169,093 (100.0% shares, 0.0% debt)

Holdings (90)

FGVXX FIRST AMERICAN GOVT OBLIG FUND CL Y 9.7%
Value ($000) $16,359 Shares 16,359,144 Est. Cost $1.00 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 7.0%
Value ($000) $11,755 Shares 96,895 Est. Cost $103.64 Unrealized
MIPIX MATTHEWS ASIA DIVIDEND INS 6.5%
Value ($000) $10,976 Shares 634,105 Est. Cost $16.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 4.7%
Value ($000) $7,931 Shares 74,346 Est. Cost $51.71 Unrealized +38.7%
MET METLIFE INC 4.1%
Value ($000) $6,943 Shares 131,445 Est. Cost $30.53 Unrealized +15.7%
FDX FED EX CORP 3.2%
Value ($000) $5,402 Shares 27,680 Est. Cost $114.68 Unrealized +44.0%
WMT WAL MART STORES INC 3.1%
Value ($000) $5,166 Shares 71,665 Est. Cost $20.74 Unrealized -4.6%
GOOG ALPHABET INC CL C 3.0%
Value ($000) $5,006 Shares 6,034 Est. Cost $36.66 Unrealized +11.1%
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.7%
Value ($000) $4,636 Shares 26,624 Est. Cost $106.84 Unrealized +7.1%
MIDNX MATTHEWS INDIA FUND INSTITUTIONAL 2.7%
Value ($000) $4,536 Shares 149,850 Est. Cost $25.52 Unrealized
GS GOLDMAN SACHS GROUP INC 2.7%
Value ($000) $4,482 Shares 19,511 Est. Cost $137.27 Unrealized +45.7%
EPOL ISHARES MSCI POLAND CAPPED INVST ETF 2.6%
Value ($000) $4,394 Shares 203,605 Est. Cost $24.30 Unrealized
KRATON CORPORATION 2.5%
Value ($000) $4,203 Shares 135,938 Est. Cost $19.41 Unrealized
BA BOEING CO 2.3%
Value ($000) $3,810 Shares 21,544 Est. Cost $118.66 Unrealized +33.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.2%
Value ($000) $3,758 Shares 94,600 Est. Cost $40.72 Unrealized
GLW CORNING INC 2.2%
Value ($000) $3,678 Shares 136,226 Est. Cost $14.14 Unrealized +48.3%
BANK OF AMERICA CORP 8.000 1/30/58 2.1%
Value ($000) $3,528 Shares 3,425,000 Est. Cost $1.03 Unrealized
FMC F M C CORPORATION 2.0%
Value ($000) $3,397 Shares 48,815 Est. Cost $32.73 Unrealized +27.5%
RF REGIONS FINL CORP 1.9%
Value ($000) $3,263 Shares 224,560 Est. Cost $7.20 Unrealized +47.1%
T AT&T INC 1.9%
Value ($000) $3,249 Shares 78,200 Est. Cost $12.54 Unrealized +33.5%
TIME WARNER INC 1.9%
Value ($000) $3,190 Shares 32,648 Est. Cost $96.54 Unrealized
SHIRE PLC A D R 1.9%
Value ($000) $3,156 Shares 18,115 Est. Cost $183.64 Unrealized
MITEX MATTHEWS ASIA SCIENCE AND TECHNOLOGY 1.8%
Value ($000) $3,093 Shares 266,139 Est. Cost $11.56 Unrealized
HBAN HUNTINGTON BANCSHARES INC 1.8%
Value ($000) $3,048 Shares 227,625 Est. Cost $6.04 Unrealized +54.5%
SGAPY SINGAPORE TELECOMMUNICATNS A D R 1.7%
Value ($000) $2,904 Shares 103,295 Est. Cost $29.30 Unrealized
BWA BORG WARNER INC 1.5%
Value ($000) $2,505 Shares 59,945 Est. Cost $28.02 Unrealized +13.4%
TSN TYSON FOODS INC CL A 1.4%
Value ($000) $2,451 Shares 39,725 Est. Cost $29.96 Unrealized +67.0%
KEY KEYCORP 1.4%
Value ($000) $2,290 Shares 128,785 Est. Cost $8.04 Unrealized +55.2%
ENERGY TRANSFER 3.36889 11/01/66 1.0%
Value ($000) $1,663 Shares 1,968,000 Est. Cost $0.85 Unrealized
STATE STREET CORP 2.13122 6/15/37 1.0%
Value ($000) $1,639 Shares 1,870,000 Est. Cost $0.88 Unrealized
F FORD MOTOR CO 0.9%
Value ($000) $1,579 Shares 135,669 Est. Cost $9.00 Unrealized -13.6%
GM GENERAL MOTORS CO 0.9%
Value ($000) $1,538 Shares 43,501 Est. Cost $26.87 Unrealized +15.2%
MORGAN STANLEY MTN 3.500 9/30/17 0.8%
Value ($000) $1,376 Shares 1,370,000 Est. Cost $1.04 Unrealized
US BANK CAPITAL IX 3.54413 4/15/49 0.7%
Value ($000) $1,245 Shares 1,465,000 Est. Cost $0.78 Unrealized
MORGAN STANLEY MTN 3.130 4/16/19 0.7%
Value ($000) $1,199 Shares 1,182,000 Est. Cost $0.99 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $1,078 Shares 7,507 Est. Cost $30.44 Unrealized 0.0%
FIRST MD CAP I 1.880 1/15/27 0.6%
Value ($000) $952 Shares 1,031,000 Est. Cost $0.81 Unrealized
JP MORGAN CHASE MTN 2.000 4/30/24 0.5%
Value ($000) $930 Shares 1,000,000 Est. Cost $0.97 Unrealized
BANK OF AMERICA MT 1.58067 12/01/26 0.5%
Value ($000) $885 Shares 980,000 Est. Cost $0.87 Unrealized
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $866 Shares 22,250 Est. Cost $14.86 Unrealized +119.1%
ELV ANTHEM INC 0.5%
Value ($000) $855 Shares 5,169 Est. Cost $141.45 Unrealized 0.0%
MELLON CAP IV 4.000 6/29/49 0.5%
Value ($000) $801 Shares 944,000 Est. Cost $0.87 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $726 Shares 8,856 Est. Cost $56.40 Unrealized -0.5%
NTC CAPITAL II 0.82174 4/15/27 0.4%
Value ($000) $686 Shares 758,000 Est. Cost $0.82 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $675 Shares 5,408 Est. Cost $69.20 Unrealized +32.8%
VOYA VOYA FINANCIAL INC 0.4%
Value ($000) $670 Shares 17,644 Est. Cost $36.14 Unrealized 0.0%
LAM RESEARCH CORP 0.4%
Value ($000) $670 Shares 5,217 Est. Cost $128.43 Unrealized
KEYCORP CAPITAL 1 1.3651 7/01/28 0.4%
Value ($000) $657 Shares 742,000 Est. Cost $0.82 Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $543 Shares 14,442 Est. Cost $24.26 Unrealized +23.3%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $516 Shares 7,594 Est. Cost $50.66 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $515 Shares 5,020 Est. Cost $98.01 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $515 Shares 10,562 Est. Cost $31.43 Unrealized 0.0%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $502 Shares 4,449 Est. Cost $52.73 Unrealized +24.4%
LLY ELI LILLY CO 0.3%
Value ($000) $501 Shares 5,955 Est. Cost $50.99 Unrealized +36.4%
GENERAL ELECTRIC CO 0.3%
Value ($000) $498 Shares 16,700 Est. Cost $28.51 Unrealized
CITIGROUP INC 1.54589 8/25/36 0.3%
Value ($000) $485 Shares 600,000 Est. Cost $0.78 Unrealized
MRK MERCK CO INC 0.2%
Value ($000) $404 Shares 6,365 Est. Cost $32.98 Unrealized +39.6%
LYB LYONDELLBASELL INDUSTRIES CL A 0.2%
Value ($000) $384 Shares 4,213 Est. Cost $54.20 Unrealized 0.0%
KRE SPDR S P REGIONAL BANKING ETF 0.2%
Value ($000) $378 Shares 6,920 Est. Cost $55.47 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $330 Shares 2,950 Est. Cost $58.29 Unrealized +40.5%
MTB M T BANK CORP 0.2%
Value ($000) $312 Shares 2,018 Est. Cost $124.95 Unrealized 0.0%
CITIGROUP INC MTN 3.000 12/15/20 0.2%
Value ($000) $295 Shares 300,000 Est. Cost $1.03 Unrealized
NI NISOURCE INC 0.2%
Value ($000) $285 Shares 12,000 Est. Cost $8.50 Unrealized +102.2%
MSFT MICROSOFT CORP 0.2%
Value ($000) $280 Shares 4,250 Est. Cost $31.32 Unrealized +84.7%
META FACEBOOK INC A 0.2%
Value ($000) $273 Shares 1,924 Est. Cost $132.71 Unrealized 0.0%
V VISA INC CLASS A SHARES 0.2%
Value ($000) $262 Shares 2,945 Est. Cost $80.89 Unrealized 0.0%
JNJ JOHNSON JOHNSON 0.1%
Value ($000) $211 Shares 1,698 Est. Cost $93.39 Unrealized 0.0%
OPUS BANK 5.500 7/01/26 0.1%
Value ($000) $200 Shares 200,000 Est. Cost $1.00 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $200 Shares 2,800 Est. Cost $38.56 Unrealized 0.0%
MEXICO EQUITY & INCOME FD 0.1%
Value ($000) $199 Shares 18,315 Est. Cost $15.70 Unrealized
MANUF & TRADERS 5.585 12/28/20 0.1%
Value ($000) $197 Shares 198,000 Est. Cost $1.04 Unrealized
SUNTRUST CAPITAL 1.57837 3/15/28 0.1%
Value ($000) $191 Shares 219,000 Est. Cost $0.88 Unrealized
SLM CORP MTN 8.450 6/15/18 0.1%
Value ($000) $107 Shares 100,000 Est. Cost $1.05 Unrealized
BANK OF AMER MTN 4.12562 6/29/20 0.1%
Value ($000) $103 Shares 100,000 Est. Cost $1.02 Unrealized
INGRAM MICRO INC 4.950 12/15/24 0.1%
Value ($000) $89 Shares 90,000 Est. Cost $1.00 Unrealized
ALTRIA GROUP INC 9.700 11/10/18 0.0%
Value ($000) $56 Shares 50,000 Est. Cost $1.20 Unrealized
SOUTHBOROUGH MA REF 4.000 6/01/20 0.0%
Value ($000) $54 Shares 50,000 Est. Cost $1.14 Unrealized
WESTWOOD MA REF 4.000 6/01/19 0.0%
Value ($000) $53 Shares 50,000 Est. Cost $1.14 Unrealized
MASSACHUSETTS ST SER 3.000 12/01/23 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.04 Unrealized
WELLS FARGO MTN 3.500 3/08/22 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.04 Unrealized
MILTON MA REF 2.000 1/15/19 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $1.02 Unrealized
US STEEL CORP 7.000 2/01/18 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $0.70 Unrealized
KOHLS CORPORATION 4.250 7/17/25 0.0%
Value ($000) $48 Shares 50,000 Est. Cost $0.98 Unrealized
GOLDMAN SACHS GR MTN 3.250 8/15/18 0.0%
Value ($000) $41 Shares 40,000 Est. Cost $1.02 Unrealized
PENNSYLVANIA ST 5.000 7/01/18 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.16 Unrealized
TEXAS A M UNIV REVS 5.000 5/15/18 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.16 Unrealized
GABRIEL RESOURCES LTD 0.0%
Value ($000) $9 Shares 30,000 Est. Cost $0.37 Unrealized
AMICUS WIND DOWN 0.00001 6/15/12 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
FIVE STAR SENIOR LIVING INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
JAPANESE YEN CURRENCY 0.0%
Value ($000) $0 Shares 46,238 Est. Cost Unrealized