MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 17, 2014

Total Value ($000): $1,421,627 (100.0% shares, 0.0% debt)

Holdings (81)

TD TORONTO DOMINION BK ONT 6.9%
Value ($000) $97,725 Shares 1,037,182 Est. Cost $40.69 Unrealized +11.8%
BNS BANK N S HALIFAX 6.1%
Value ($000) $87,104 Shares 1,393,169 Est. Cost $30.60 Unrealized +8.2%
TRANSGLOBE ENERGY CORP 4.8%
Value ($000) $68,180 Shares 8,157,836 Est. Cost $6.27 Unrealized
OTEX OPEN TEXT CORP 4.7%
Value ($000) $66,875 Shares 727,199 Est. Cost $13.91 Unrealized +15.2%
CVE CENOVUS ENERGY INC 4.2%
Value ($000) $60,252 Shares 2,105,840 Est. Cost $22.42 Unrealized +0.1%
GIL GILDAN ACTIVEWEAR INC 3.5%
Value ($000) $50,138 Shares 941,023 Est. Cost $17.33 Unrealized +18.7%
TU TELUS CORP 3.4%
Value ($000) $48,840 Shares 1,419,386 Est. Cost $17.22 Unrealized +0.2%
CNI CANADIAN NATL RY CO 3.2%
Value ($000) $46,157 Shares 809,798 Est. Cost $41.98 Unrealized +5.6%
PBA PEMBINA PIPELINE CORP 3.2%
Value ($000) $45,260 Shares 1,285,109 Est. Cost $16.69 Unrealized +5.3%
ALAMOS GOLD INC 3.1%
Value ($000) $44,587 Shares 3,680,951 Est. Cost $12.08 Unrealized
RY ROYAL BK CDA MONTREAL QUE 3.0%
Value ($000) $42,211 Shares 628,046 Est. Cost $60.21 Unrealized +10.1%
GROUPE CGI INC 2.9%
Value ($000) $40,637 Shares 1,214,873 Est. Cost $30.55 Unrealized
DSGX DESCARTES SYS GROUP INC 2.1%
Value ($000) $29,549 Shares 2,209,398 Est. Cost $10.34 Unrealized +22.0%
CNQ CANADIAN NAT RES LTD 2.0%
Value ($000) $28,974 Shares 856,558 Est. Cost $8.90 Unrealized +7.7%
ADVANTAGE OIL & GAS LTD 1.8%
Value ($000) $25,822 Shares 5,951,437 Est. Cost $3.93 Unrealized
UNP UNION PAC CORP 1.7%
Value ($000) $24,658 Shares 146,773 Est. Cost $58.22 Unrealized +4.0%
VALEANT PHARMACEUTICALS INTL 1.7%
Value ($000) $24,322 Shares 207,371 Est. Cost $85.96 Unrealized
EXPRESS SCRIPTS HLDG CO 1.7%
Value ($000) $24,262 Shares 345,420 Est. Cost $61.71 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $23,124 Shares 278,807 Est. Cost $56.15 Unrealized +2.9%
MEOH METHANEX CORP 1.6%
Value ($000) $22,316 Shares 377,441 Est. Cost $42.29 Unrealized +36.4%
MGA MAGNA INTL INC 1.6%
Value ($000) $22,226 Shares 271,130 Est. Cost $22.79 Unrealized +30.5%
CANADIAN PAC RY LTD 1.5%
Value ($000) $21,923 Shares 144,994 Est. Cost $150.78 Unrealized
GOOGLE INC 1.5%
Value ($000) $21,406 Shares 19,100 Est. Cost $879.95 Unrealized
PENGROWTH ENERGY CORP 1.5%
Value ($000) $21,254 Shares 3,437,184 Est. Cost $5.90 Unrealized
BTE BAYTEX ENERGY CORP 1.4%
Value ($000) $20,038 Shares 511,284 Est. Cost $32.60 Unrealized +3.9%
MA MASTERCARD INC 1.4%
Value ($000) $19,785 Shares 23,682 Est. Cost $51.54 Unrealized +34.0%
FORTUNA SILVER MINES INC 1.4%
Value ($000) $19,650 Shares 6,845,262 Est. Cost $3.34 Unrealized
STN STANTEC INC 1.3%
Value ($000) $19,112 Shares 308,322 Est. Cost $61.99 Unrealized
GOLDCORP INC NEW 1.3%
Value ($000) $18,337 Shares 845,618 Est. Cost $24.99 Unrealized
PRIMERO MNG CORP 1.3%
Value ($000) $18,148 Shares 4,120,160 Est. Cost $4.40 Unrealized
POINTS INTL LTD 1.3%
Value ($000) $17,964 Shares 707,194 Est. Cost $23.57 Unrealized
POTASH CORP SASK INC 1.3%
Value ($000) $17,883 Shares 542,575 Est. Cost $37.90 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $16,609 Shares 164,120 Est. Cost $53.70 Unrealized +4.2%
YUM YUM BRANDS INC 1.2%
Value ($000) $16,436 Shares 217,375 Est. Cost $39.94 Unrealized +2.4%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $16,130 Shares 461,635 Est. Cost $21.22 Unrealized +14.5%
BEN FRANKLIN RES INC 1.1%
Value ($000) $15,596 Shares 270,155 Est. Cost $29.06 Unrealized +10.5%
TJX TJX COS INC NEW 1.1%
Value ($000) $14,981 Shares 235,065 Est. Cost $20.82 Unrealized +23.5%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $13,044 Shares 69,542 Est. Cost $112.19 Unrealized -5.2%
PRAXAIR INC 0.9%
Value ($000) $12,405 Shares 95,403 Est. Cost $123.35 Unrealized
TD AMERITRADE HLDG CORP 0.8%
Value ($000) $11,547 Shares 376,854 Est. Cost $24.48 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.8%
Value ($000) $11,014 Shares 115,815 Est. Cost $58.82 Unrealized +7.7%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $11,008 Shares 146,184 Est. Cost $50.84 Unrealized +16.2%
WFC WELLS FARGO & CO NEW 0.8%
Value ($000) $10,714 Shares 235,990 Est. Cost $27.41 Unrealized +12.2%
SYY SYSCO CORP 0.7%
Value ($000) $10,571 Shares 292,830 Est. Cost $24.30 Unrealized +0.3%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $10,397 Shares 115,378 Est. Cost $53.03 Unrealized +22.7%
DHR DANAHER CORP DEL 0.7%
Value ($000) $9,802 Shares 126,974 Est. Cost $25.06 Unrealized +18.6%
MCO MOODYS CORP 0.7%
Value ($000) $9,479 Shares 120,803 Est. Cost $53.22 Unrealized +21.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $8,816 Shares 96,255 Est. Cost $59.66 Unrealized +10.2%
SIGMA ALDRICH CORP 0.5%
Value ($000) $7,611 Shares 80,960 Est. Cost $83.49 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $7,471 Shares 18,734 Est. Cost $13.77 Unrealized +30.6%
MSFT MICROSOFT CORP 0.4%
Value ($000) $5,965 Shares 159,371 Est. Cost $26.70 Unrealized +12.4%
SOLERA HOLDINGS INC 0.4%
Value ($000) $5,935 Shares 83,877 Est. Cost $55.65 Unrealized
GGG GRACO INC 0.4%
Value ($000) $5,435 Shares 69,571 Est. Cost $17.04 Unrealized +27.0%
FNV FRANCO NEVADA CORP 0.4%
Value ($000) $5,393 Shares 132,368 Est. Cost $34.68 Unrealized +5.2%
VARIAN MED SYS INC 0.3%
Value ($000) $4,960 Shares 63,842 Est. Cost $69.44 Unrealized
NKE NIKE INC 0.3%
Value ($000) $4,754 Shares 60,455 Est. Cost $26.61 Unrealized +23.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $4,176 Shares 35,086 Est. Cost $86.56 Unrealized +9.9%
SM SM ENERGY CO 0.3%
Value ($000) $3,759 Shares 45,232 Est. Cost $54.11 Unrealized +40.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $3,232 Shares 49,558 Est. Cost $44.38 Unrealized +9.1%
APACHE CORP 0.2%
Value ($000) $3,197 Shares 37,200 Est. Cost $83.83 Unrealized
OPENTABLE INC 0.2%
Value ($000) $3,045 Shares 38,369 Est. Cost $69.99 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,631 Shares 154,859 Est. Cost $17.66 Unrealized
ENERPLUS CORP 0.1%
Value ($000) $1,713 Shares 94,280 Est. Cost $16.59 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $1,415 Shares 71,745 Est. Cost $15.16 Unrealized +20.7%
SLF SUN LIFE FINL INC 0.1%
Value ($000) $1,285 Shares 36,380 Est. Cost $34.04 Unrealized 0.0%
THOMSON REUTERS CORP 0.1%
Value ($000) $1,265 Shares 33,470 Est. Cost $37.80 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,011 Shares 11,150 Est. Cost $77.05 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $1,009 Shares 7,020 Est. Cost $112.11 Unrealized 0.0%
HEWLETT PACKARD CO 0.1%
Value ($000) $999 Shares 35,690 Est. Cost $27.99 Unrealized
BA BOEING CO 0.1%
Value ($000) $999 Shares 7,320 Est. Cost $91.56 Unrealized +21.2%
MS MORGAN STANLEY 0.1%
Value ($000) $997 Shares 31,790 Est. Cost $17.33 Unrealized +25.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $993 Shares 13,220 Est. Cost $36.21 Unrealized +33.6%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $975 Shares 62,590 Est. Cost $10.03 Unrealized +16.5%
WALGREEN CO 0.1%
Value ($000) $973 Shares 16,940 Est. Cost $57.44 Unrealized
TIM HORTONS INC 0.0%
Value ($000) $618 Shares 10,600 Est. Cost $54.18 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $594 Shares 13,600 Est. Cost $23.24 Unrealized -4.9%
TAHOE RES INC 0.0%
Value ($000) $480 Shares 28,850 Est. Cost $17.97 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $457 Shares 10,000 Est. Cost $42.90 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $423 Shares 6,350 Est. Cost $36.25 Unrealized +14.8%
GRAN TIERRA ENERGY INC 0.0%
Value ($000) $334 Shares 45,800 Est. Cost $7.29 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $255 Shares 5,750 Est. Cost $30.07 Unrealized +12.0%