Lumbard & Kellner, LLC Diversified Active

CIK: 0001602476 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $174,834 (100.0% shares, 0.0% debt)

Holdings (87)

FGVXX FIRST AM GOVT OB FD CL Y 7.0%
Value ($000) $12,246 Shares 12,246,037 Est. Cost $1.00 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 6.8%
Value ($000) $11,859 Shares 95,288 Est. Cost $103.64 Unrealized
MIPIX MATTHEWS ASIA DIVIDEND INS 6.6%
Value ($000) $11,601 Shares 634,262 Est. Cost $16.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 4.7%
Value ($000) $8,283 Shares 76,594 Est. Cost $52.28 Unrealized +35.9%
MET METLIFE INC 4.4%
Value ($000) $7,667 Shares 139,553 Est. Cost $30.77 Unrealized +12.6%
MINT PIMCO ENHANCED SHORT MATURITY ETF 3.6%
Value ($000) $6,260 Shares 61,545 Est. Cost $101.71 Unrealized
FDX FED EX CORP 3.5%
Value ($000) $6,195 Shares 28,504 Est. Cost $116.30 Unrealized +47.0%
WMT WAL MART STORES INC 3.1%
Value ($000) $5,443 Shares 71,915 Est. Cost $20.74 Unrealized +6.2%
GOOG ALPHABET INC CL C 2.9%
Value ($000) $5,130 Shares 5,645 Est. Cost $36.66 Unrealized +23.9%
EPOL ISHARES MSCI POLAND CAPPED ETF 2.9%
Value ($000) $5,120 Shares 210,860 Est. Cost $24.30 Unrealized
KRATON CORPORATION 2.7%
Value ($000) $4,690 Shares 136,183 Est. Cost $19.41 Unrealized
MIDNX MATTHEWS INDIA FUND INSTITUTIONAL 2.7%
Value ($000) $4,662 Shares 147,911 Est. Cost $25.52 Unrealized
GS GOLDMAN SACHS GROUP INC 2.5%
Value ($000) $4,363 Shares 19,661 Est. Cost $137.27 Unrealized +34.5%
BA BOEING CO 2.4%
Value ($000) $4,271 Shares 21,599 Est. Cost $118.66 Unrealized +47.4%
GLW CORNING INC 2.3%
Value ($000) $4,100 Shares 136,436 Est. Cost $14.14 Unrealized +61.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.3%
Value ($000) $3,983 Shares 25,893 Est. Cost $106.84 Unrealized -2.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.2%
Value ($000) $3,869 Shares 94,752 Est. Cost $40.72 Unrealized
MITEX MATTHEWS ASIA SCIENCE AND TECHNOLOGY 2.1%
Value ($000) $3,660 Shares 277,092 Est. Cost $11.63 Unrealized
BANK OF AMERICA CORP 8.000 1/30/58 2.0%
Value ($000) $3,519 Shares 3,425,000 Est. Cost $1.03 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $3,417 Shares 76,505 Est. Cost $29.79 Unrealized -0.9%
RF REGIONS FINL CORP 1.9%
Value ($000) $3,324 Shares 227,040 Est. Cost $7.24 Unrealized +40.3%
TIME WARNER INC 1.9%
Value ($000) $3,287 Shares 32,733 Est. Cost $96.54 Unrealized
HBAN HUNTINGTON BANCSHARES INC 1.8%
Value ($000) $3,124 Shares 231,040 Est. Cost $6.08 Unrealized +46.2%
SHIRE PLC A D R 1.7%
Value ($000) $3,003 Shares 18,170 Est. Cost $183.64 Unrealized
SGAPY SINGAPORE TELECOMMUNICATNS A D R 1.7%
Value ($000) $2,960 Shares 104,653 Est. Cost $29.29 Unrealized
T AT&T INC 1.7%
Value ($000) $2,932 Shares 77,714 Est. Cost $12.54 Unrealized +27.0%
BWA BORG WARNER INC 1.5%
Value ($000) $2,539 Shares 59,940 Est. Cost $28.02 Unrealized +13.2%
TSN TYSON FOODS INC CL A 1.4%
Value ($000) $2,497 Shares 39,875 Est. Cost $29.96 Unrealized +63.1%
KEY KEYCORP 1.4%
Value ($000) $2,464 Shares 131,465 Est. Cost $8.13 Unrealized +52.5%
STATE STREET CORP 2.13122 6/15/37 1.0%
Value ($000) $1,722 Shares 1,870,000 Est. Cost $0.88 Unrealized
ENERGY TRANSFER 3.36889 11/01/66 1.0%
Value ($000) $1,702 Shares 1,968,000 Est. Cost $0.85 Unrealized
GM GENERAL MOTORS CO 0.9%
Value ($000) $1,519 Shares 43,501 Est. Cost $26.87 Unrealized +8.1%
F FORD MOTOR CO 0.9%
Value ($000) $1,518 Shares 135,644 Est. Cost $9.00 Unrealized -21.2%
MORGAN STANLEY MTN 3.65222 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) $1,301 Shares 1,465,000 Est. Cost $0.78 Unrealized
MORGAN STANLEY MTN 3.27178 4/16/19 0.7%
Value ($000) $1,197 Shares 1,182,000 Est. Cost $0.99 Unrealized
FIRST MD CAP I 1.880 1/15/27 0.6%
Value ($000) $974 Shares 1,031,000 Est. Cost $0.81 Unrealized
JP MORGAN CHASE MTN 2.000 4/30/24 0.5%
Value ($000) $939 Shares 1,000,000 Est. Cost $0.97 Unrealized
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $919 Shares 22,250 Est. Cost $14.86 Unrealized +159.9%
BANK OF AMERICA MT 1.70456 12/01/26 0.5%
Value ($000) $900 Shares 980,000 Est. Cost $0.87 Unrealized
MELLON CAP IV 4.000 6/29/49 0.5%
Value ($000) $845 Shares 944,000 Est. Cost $0.87 Unrealized
LAM RESEARCH CORP 0.4%
Value ($000) $738 Shares 5,217 Est. Cost $128.43 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $721 Shares 5,408 Est. Cost $69.20 Unrealized +42.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $715 Shares 8,856 Est. Cost $56.40 Unrealized -1.7%
NTC CAPITAL II 0.82174 4/15/27 0.4%
Value ($000) $705 Shares 758,000 Est. Cost $0.82 Unrealized
KEYCORP CAPITAL 1 1.3651 7/01/28 0.4%
Value ($000) $685 Shares 742,000 Est. Cost $0.82 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $646 Shares 4,488 Est. Cost $30.44 Unrealized +12.7%
ELV ANTHEM INC 0.4%
Value ($000) $626 Shares 3,325 Est. Cost $141.45 Unrealized +13.4%
VOYA VOYA FINANCIAL INC 0.3%
Value ($000) $605 Shares 16,405 Est. Cost $36.14 Unrealized -9.6%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $562 Shares 14,442 Est. Cost $24.26 Unrealized +31.5%
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $548 Shares 5,020 Est. Cost $98.01 Unrealized +10.2%
CITIGROUP INC 1.54892 8/25/36 0.3%
Value ($000) $512 Shares 600,000 Est. Cost $0.78 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $505 Shares 4,300 Est. Cost $52.73 Unrealized +40.9%
LLY ELI LILLY CO 0.3%
Value ($000) $490 Shares 5,955 Est. Cost $50.99 Unrealized +39.8%
GENERAL ELECTRIC CO 0.3%
Value ($000) $451 Shares 16,700 Est. Cost $28.51 Unrealized
MRK MERCK CO INC 0.2%
Value ($000) $392 Shares 6,120 Est. Cost $32.98 Unrealized +41.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $380 Shares 6,920 Est. Cost $55.47 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $341 Shares 2,950 Est. Cost $58.29 Unrealized +51.3%
MTB M T BANK CORP 0.2%
Value ($000) $327 Shares 2,018 Est. Cost $124.95 Unrealized -2.0%
NI NISOURCE INC 0.2%
Value ($000) $304 Shares 12,000 Est. Cost $8.50 Unrealized +122.1%
CITIGROUP INC MTN 3.000 12/15/20 0.2%
Value ($000) $296 Shares 300,000 Est. Cost $1.03 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $293 Shares 4,250 Est. Cost $31.32 Unrealized +99.0%
V VISA INC CLASS A SHARES 0.2%
Value ($000) $276 Shares 2,945 Est. Cost $80.89 Unrealized +8.1%
LYB LYONDELLBASELL INDUSTRIES CL A 0.1%
Value ($000) $249 Shares 2,955 Est. Cost $54.20 Unrealized -8.1%
META FACEBOOK INC A 0.1%
Value ($000) $243 Shares 1,612 Est. Cost $132.71 Unrealized +11.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $209 Shares 2,800 Est. Cost $38.56 Unrealized +1.9%
MEXICO EQUITY & INCOME FD 0.1%
Value ($000) $209 Shares 18,315 Est. Cost $15.70 Unrealized
OPUS BANK 5.500 7/01/26 0.1%
Value ($000) $202 Shares 200,000 Est. Cost $1.00 Unrealized
SUNTRUST CAPITAL 1.78122 3/15/28 0.1%
Value ($000) $201 Shares 219,000 Est. Cost $0.88 Unrealized
MANUF TRADERS 2.43711 12/28/20 0.1%
Value ($000) $198 Shares 198,000 Est. Cost $1.04 Unrealized
SLM CORP MTN 8.450 6/15/18 0.1%
Value ($000) $105 Shares 100,000 Est. Cost $1.05 Unrealized
BANK OF AMER MTN 5.03796 6/29/20 0.1%
Value ($000) $101 Shares 100,000 Est. Cost $1.02 Unrealized
INGRAM MICRO INC 4.950 12/15/24 0.1%
Value ($000) $92 Shares 90,000 Est. Cost $1.00 Unrealized
ALTRIA GROUP INC 9.700 11/10/18 0.0%
Value ($000) $55 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
WELLS FARGO MTN 3.500 3/08/22 0.0%
Value ($000) $52 Shares 50,000 Est. Cost $1.04 Unrealized
MASSACHUSETTS ST SER 3.000 12/01/23 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) $49 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
U S TREAS BDS 8.125 8/15/19 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized
GABRIEL RESOURCES LTD 0.0%
Value ($000) $6 Shares 30,000 Est. Cost $0.37 Unrealized
FIVE STAR SENIOR LIVING INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized