Lumbard & Kellner, LLC Diversified Active

CIK: 0001602476 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 15, 2017

Total Value ($000): $183,533 (100.0% shares, 0.0% debt)

Holdings (86)

VTI VANGUARD TOTAL STOCK MARKET ETF 6.9%
Value ($000) $12,721 Shares 98,218 Est. Cost $104.41 Unrealized
MIPIX MATTHEWS ASIA DIVIDEND INS 6.7%
Value ($000) $12,233 Shares 646,226 Est. Cost $16.09 Unrealized
FGVXX FIRST AM GOVT OB FD CL Y 5.5%
Value ($000) $10,176 Shares 10,175,585 Est. Cost $1.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC 4.4%
Value ($000) $8,161 Shares 76,761 Est. Cost $52.28 Unrealized +37.9%
MET METLIFE INC 4.0%
Value ($000) $7,364 Shares 141,753 Est. Cost $30.86 Unrealized +18.7%
FDX FED EX CORP 3.5%
Value ($000) $6,498 Shares 28,804 Est. Cost $117.02 Unrealized +58.0%
MINT PIMCO ENHANCED SHORT MATURITY ETF 3.4%
Value ($000) $6,250 Shares 61,395 Est. Cost $101.71 Unrealized
WMT WAL MART STORES INC 3.1%
Value ($000) $5,630 Shares 72,050 Est. Cost $20.74 Unrealized +10.5%
GOOG ALPHABET INC CL C 3.0%
Value ($000) $5,536 Shares 5,772 Est. Cost $36.87 Unrealized +25.4%
BA BOEING CO 3.0%
Value ($000) $5,529 Shares 21,749 Est. Cost $118.66 Unrealized +85.8%
KRATON CORPORATION 2.8%
Value ($000) $5,196 Shares 128,483 Est. Cost $19.41 Unrealized
EPOL ISHARES MSCI POLAND CAPPED ETF 2.8%
Value ($000) $5,191 Shares 195,745 Est. Cost $24.30 Unrealized
MIDNX MATTHEWS INDIA FUND INSTITUTIONAL 2.6%
Value ($000) $4,778 Shares 150,067 Est. Cost $25.61 Unrealized
GS GOLDMAN SACHS GROUP INC 2.5%
Value ($000) $4,679 Shares 19,726 Est. Cost $137.27 Unrealized +37.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.2%
Value ($000) $4,087 Shares 93,807 Est. Cost $40.72 Unrealized
SHIRE PLC A D R 2.2%
Value ($000) $4,087 Shares 26,685 Est. Cost $173.91 Unrealized
GLW CORNING INC 2.2%
Value ($000) $4,050 Shares 135,376 Est. Cost $14.14 Unrealized +66.8%
MITEX MATTHEWS ASIA INNOVATORS INSTL FUND 2.2%
Value ($000) $3,961 Shares 279,711 Est. Cost $11.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.1%
Value ($000) $3,818 Shares 26,318 Est. Cost $106.68 Unrealized -9.2%
RF REGIONS FINL CORP 1.9%
Value ($000) $3,490 Shares 229,140 Est. Cost $7.24 Unrealized +44.1%
BANK OF AMERICA CORP 8.000 1/30/58 1.9%
Value ($000) $3,437 Shares 3,389,000 Est. Cost $1.03 Unrealized
TIME WARNER INC 1.8%
Value ($000) $3,327 Shares 32,473 Est. Cost $96.54 Unrealized
ZTS ZOETIS INC 1.8%
Value ($000) $3,304 Shares 51,820 Est. Cost $58.72 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 1.8%
Value ($000) $3,259 Shares 233,440 Est. Cost $6.11 Unrealized +48.7%
T AT&T INC 1.7%
Value ($000) $3,097 Shares 79,063 Est. Cost $12.59 Unrealized +24.0%
BWA BORG WARNER INC 1.7%
Value ($000) $3,043 Shares 59,390 Est. Cost $28.02 Unrealized +27.9%
SGAPY SINGAPORE TELECOMMUNICATNS A D R 1.6%
Value ($000) $2,896 Shares 106,578 Est. Cost $29.25 Unrealized
TSN TYSON FOODS INC CL A 1.5%
Value ($000) $2,800 Shares 39,740 Est. Cost $29.96 Unrealized +70.6%
KEY KEYCORP 1.4%
Value ($000) $2,509 Shares 133,315 Est. Cost $8.19 Unrealized +52.2%
VT VANGUARD TOTAL WORLD STOCK INDEX ETF 1.3%
Value ($000) $2,472 Shares 34,960 Est. Cost $70.71 Unrealized
ENERGY TRANSFER 3.36889 11/01/66 1.0%
Value ($000) $1,763 Shares 1,953,000 Est. Cost $0.85 Unrealized
STATE STREET CORP 2.13122 6/15/37 0.9%
Value ($000) $1,706 Shares 1,870,000 Est. Cost $0.88 Unrealized
GM GENERAL MOTORS CO 0.9%
Value ($000) $1,689 Shares 41,826 Est. Cost $26.87 Unrealized +17.5%
F FORD MOTOR CO 0.9%
Value ($000) $1,603 Shares 133,924 Est. Cost $9.00 Unrealized -19.4%
MORGAN STANLEY MTN 3.65222 9/30/17 0.7%
Value ($000) $1,370 Shares 1,370,000 Est. Cost $1.04 Unrealized
US BANK CAPITAL IX 3.54413 4/15/49 0.7%
Value ($000) $1,305 Shares 1,465,000 Est. Cost $0.78 Unrealized
MORGAN STANLEY MTN 3.40844 4/16/19 0.6%
Value ($000) $1,177 Shares 1,162,000 Est. Cost $0.99 Unrealized
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $1,159 Shares 22,250 Est. Cost $14.86 Unrealized +177.1%
FIRST MD CAP I 1.880 1/15/27 0.5%
Value ($000) $968 Shares 1,020,000 Est. Cost $0.81 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $965 Shares 5,217 Est. Cost $128.43 Unrealized
JP MORGAN CHASE MTN 2.000 4/30/24 0.5%
Value ($000) $908 Shares 969,000 Est. Cost $0.97 Unrealized
BANK OF AMERICA MT 1.70456 12/01/26 0.5%
Value ($000) $890 Shares 968,000 Est. Cost $0.87 Unrealized
MELLON CAP IV 4.08889 6/29/49 0.5%
Value ($000) $868 Shares 944,000 Est. Cost $0.87 Unrealized
BHF BRIGHTHOUSE FINL INC 0.5%
Value ($000) $857 Shares 14,102 Est. Cost $59.99 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $767 Shares 5,408 Est. Cost $69.20 Unrealized +50.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $726 Shares 8,856 Est. Cost $56.40 Unrealized -3.7%
NTC CAPITAL II 1.66304 4/15/27 0.4%
Value ($000) $707 Shares 758,000 Est. Cost $0.82 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $697 Shares 4,525 Est. Cost $30.44 Unrealized +18.8%
KEYCORP CAPITAL 1 1.3651 7/01/28 0.4%
Value ($000) $677 Shares 718,000 Est. Cost $0.82 Unrealized
VOYA VOYA FINANCIAL INC 0.4%
Value ($000) $654 Shares 16,405 Est. Cost $36.14 Unrealized -4.9%
ELV ANTHEM INC 0.3%
Value ($000) $631 Shares 3,325 Est. Cost $141.45 Unrealized +20.5%
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $572 Shares 5,020 Est. Cost $98.01 Unrealized +12.1%
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $556 Shares 14,442 Est. Cost $24.26 Unrealized +32.0%
LLY ELI LILLY CO 0.3%
Value ($000) $509 Shares 5,955 Est. Cost $50.99 Unrealized +41.5%
CITIGROUP INC 1.54892 8/25/36 0.3%
Value ($000) $500 Shares 600,000 Est. Cost $0.78 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $481 Shares 4,334 Est. Cost $52.73 Unrealized +42.7%
GENERAL ELECTRIC CO 0.2%
Value ($000) $404 Shares 16,700 Est. Cost $28.51 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $393 Shares 6,920 Est. Cost $55.47 Unrealized
MRK MERCK CO INC 0.2%
Value ($000) $392 Shares 6,120 Est. Cost $32.98 Unrealized +41.5%
PEP PEPSICO INC 0.2%
Value ($000) $329 Shares 2,950 Est. Cost $58.29 Unrealized +53.4%
MTB M T BANK CORP 0.2%
Value ($000) $325 Shares 2,018 Est. Cost $124.95 Unrealized -2.0%
MSFT MICROSOFT CORP 0.2%
Value ($000) $317 Shares 4,250 Est. Cost $31.32 Unrealized +112.9%
V VISA INC CLASS A SHARES 0.2%
Value ($000) $310 Shares 2,945 Est. Cost $80.89 Unrealized +18.3%
NI NISOURCE INC 0.2%
Value ($000) $307 Shares 12,000 Est. Cost $8.50 Unrealized +136.0%
CITIGROUP INC MTN 3.000 12/15/20 0.2%
Value ($000) $303 Shares 300,000 Est. Cost $1.03 Unrealized
LYB LYONDELLBASELL INDUSTRIES CL A 0.2%
Value ($000) $293 Shares 2,955 Est. Cost $54.20 Unrealized +0.6%
META FACEBOOK INC A 0.1%
Value ($000) $275 Shares 1,612 Est. Cost $132.71 Unrealized +24.9%
MEXICO EQUITY & INCOME FD 0.1%
Value ($000) $209 Shares 18,045 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 1.89556 3/15/28 0.1%
Value ($000) $201 Shares 219,000 Est. Cost $0.88 Unrealized
MANUF TRADERS 2.53052 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) $104 Shares 100,000 Est. Cost $1.05 Unrealized
BANK OF AMER MTN 4.68061 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) $92 Shares 90,000 Est. Cost $1.00 Unrealized
ALTRIA GROUP INC 9.700 11/10/18 0.0%
Value ($000) $54 Shares 50,000 Est. Cost $1.20 Unrealized
SOUTHBOROUGH MA REF 4.00 6/01/20 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) $52 Shares 50,000 Est. Cost $1.04 Unrealized
WESTWOOD MA REF 4.000 6/01/19 0.0%
Value ($000) $52 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
KOHLS CORPORATION 4.250 7/17/25 0.0%
Value ($000) $51 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) $40 Shares 40,000 Est. Cost $1.02 Unrealized
SOUTH CAROLINA ST 2.500 12/01/49 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.04 Unrealized
TEXAS A M UNIV REVS 5.000 5/15/18 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.16 Unrealized
PENNSYLVANIA ST 5.000 7/01/18 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.16 Unrealized
GABRIEL RESOURCES LTD 0.0%
Value ($000) $8 Shares 30,000 Est. Cost $0.37 Unrealized