DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 23, 2018

Total Value ($000): $176,806 (100.0% shares, 0.0% debt)

Holdings (50)

TD TORONTO DOMINION BANK 7.9%
Value ($000) $13,967 Shares 230,025 Est. Cost $41.97 Unrealized +41.9%
BNS BANK OF NOVA SCOTIA 5.2%
Value ($000) $9,157 Shares 153,738 Est. Cost $31.40 Unrealized +25.7%
AMZN AMAZON.COM 4.8%
Value ($000) $8,567 Shares 4,277 Est. Cost $39.97 Unrealized +135.3%
BROOKFIELD ASSET MGMT-A LV 4.5%
Value ($000) $7,918 Shares 178,033 Est. Cost $31.61 Unrealized
SYK STRYKER CORP 4.2%
Value ($000) $7,468 Shares 41,919 Est. Cost $68.82 Unrealized +128.9%
GOOGL ALGONQUIN PWR & UTILITIES 4.1%
Value ($000) $7,272 Shares 21,303 Est. Cost $53.65 Unrealized +12.0%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 4.0%
Value ($000) $7,045 Shares 176,659 Est. Cost $42.48 Unrealized
DHR DANAHER 3.9%
Value ($000) $6,831 Shares 62,776 Est. Cost $26.41 Unrealized +233.4%
DIS DISNEY (WALT) COMPANY 3.7%
Value ($000) $6,580 Shares 56,267 Est. Cost $85.26 Unrealized +25.0%
JPM JP MORGAN CHASE 3.7%
Value ($000) $6,541 Shares 57,964 Est. Cost $73.57 Unrealized +25.9%
AAPL APPLE INC 3.6%
Value ($000) $6,400 Shares 28,349 Est. Cost $24.27 Unrealized +103.0%
GS GOLDMAN SACHS GROUP 3.5%
Value ($000) $6,153 Shares 27,440 Est. Cost $192.84 Unrealized +1.8%
SWK STANLEY BLACK & DECKER INC 3.5%
Value ($000) $6,123 Shares 41,813 Est. Cost $66.26 Unrealized +73.8%
RY ROYAL BANK OF CANADA 3.4%
Value ($000) $6,067 Shares 75,741 Est. Cost $59.39 Unrealized +32.0%
VET VERMILION ENERGY INC 3.3%
Value ($000) $5,783 Shares 174,689 Est. Cost $33.41 Unrealized 0.0%
META FACEBOOK INC CL-A 2.7%
Value ($000) $4,697 Shares 28,563 Est. Cost $104.75 Unrealized +71.6%
ACN ACCENTURE PLC CL-A 2.5%
Value ($000) $4,480 Shares 26,321 Est. Cost $125.91 Unrealized +18.5%
BTE BAYTEX ENERGY 2.3%
Value ($000) $4,147 Shares 1,429,606 Est. Cost $2.92 Unrealized 0.0%
MCD McDONALD'S CORP 2.2%
Value ($000) $3,949 Shares 23,606 Est. Cost $74.48 Unrealized +81.0%
ENB ENBRIDGE 2.1%
Value ($000) $3,760 Shares 116,601 Est. Cost $23.28 Unrealized -5.6%
PNC PNC FINANCIAL SERV GROUP 2.1%
Value ($000) $3,704 Shares 27,199 Est. Cost $111.05 Unrealized -1.4%
BKNG BOOKING HOLDINGS INC. 2.1%
Value ($000) $3,672 Shares 1,851 Est. Cost $1933.94 Unrealized +0.1%
FTS FORTIS 1.9%
Value ($000) $3,317 Shares 102,374 Est. Cost $22.16 Unrealized +11.0%
WFC WELLS FARGO 1.8%
Value ($000) $3,252 Shares 61,874 Est. Cost $44.82 Unrealized +3.8%
BCE BCE INC 1.8%
Value ($000) $3,173 Shares 77,275 Est. Cost $22.32 Unrealized +16.0%
ACTIVISION BLIZZARD INC 1.8%
Value ($000) $3,163 Shares 38,020 Est. Cost $70.80 Unrealized
FTV FORTIVE CORP 1.6%
Value ($000) $2,770 Shares 32,899 Est. Cost $30.88 Unrealized +61.1%
IMO IMPERIAL OIL 1.5%
Value ($000) $2,629 Shares 80,939 Est. Cost $31.16 Unrealized -15.5%
BMO BANK OF MONTREAL 1.3%
Value ($000) $2,218 Shares 26,914 Est. Cost $39.09 Unrealized +51.0%
PEP PEPSICO 1.1%
Value ($000) $1,994 Shares 17,832 Est. Cost $59.54 Unrealized +51.7%
C CITIGROUP NEW 1.1%
Value ($000) $1,928 Shares 26,870 Est. Cost $37.44 Unrealized +46.3%
MEDTRONIC PLC 1.0%
Value ($000) $1,846 Shares 18,673 Est. Cost $66.53 Unrealized
XOM EXXON MOBIL 1.0%
Value ($000) $1,725 Shares 20,286 Est. Cost $53.71 Unrealized +8.4%
APTIV PLC 0.7%
Value ($000) $1,301 Shares 15,507 Est. Cost $85.26 Unrealized
PBA PEMBINA PIPELINE 0.6%
Value ($000) $1,098 Shares 32,196 Est. Cost $14.29 Unrealized +62.0%
AQN ALCANNA CONV DEB 4.70 JAN 31/22 0.4%
Value ($000) $792 Shares 1,000,000 Est. Cost $6.95 Unrealized +0.2%
BHP BHP BILLITON -ADR- 0.4%
Value ($000) $778 Shares 15,616 Est. Cost $40.97 Unrealized
MSFT MICROSOFT 0.4%
Value ($000) $707 Shares 6,185 Est. Cost $28.21 Unrealized +257.3%
SU SUNCOR ENERGY 0.3%
Value ($000) $548 Shares 14,168 Est. Cost $20.98 Unrealized +45.2%
UNP UNION PACIFIC 0.2%
Value ($000) $407 Shares 2,500 Est. Cost $113.06 Unrealized +13.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $399 Shares 2,890 Est. Cost $60.08 Unrealized +79.8%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $380 Shares 1,302 Est. Cost $211.93 Unrealized
ELV ANTHEM INC 0.2%
Value ($000) $329 Shares 1,200 Est. Cost $141.45 Unrealized +66.5%
TRANSCANADA CORP 0.2%
Value ($000) $320 Shares 7,818 Est. Cost $42.11 Unrealized
IBM INT'L BUSINESS MACHINES 0.2%
Value ($000) $310 Shares 2,047 Est. Cost $109.12 Unrealized -7.2%
MMM 3M COMPANY 0.2%
Value ($000) $274 Shares 1,300 Est. Cost $150.16 Unrealized -12.0%
CANADIAN PACIFIC RAILWAY 0.1%
Value ($000) $256 Shares 1,206 Est. Cost $176.62 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $237 Shares 1,200 Est. Cost $38.40 Unrealized +24.5%
SLF SUN LIFE FINANCIAL 0.1%
Value ($000) $213 Shares 5,373 Est. Cost $41.40 Unrealized -3.3%
COTT CORP 0.1%
Value ($000) $161 Shares 10,000 Est. Cost $9.77 Unrealized