MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 19, 2017

Total Value ($000): $1,817,464 (100.0% shares, 0.0% debt)

Holdings (73)

TD TORONTO DOMINION BK ONT 11.8%
Value ($000) $214,697 Shares 4,347,924 Est. Cost $43.96 Unrealized +6.3%
RY ROYAL BK CDA MONTREAL QUE 11.2%
Value ($000) $203,810 Shares 3,007,803 Est. Cost $61.89 Unrealized +4.7%
BNS BANK N S HALIFAX 7.0%
Value ($000) $127,702 Shares 2,290,728 Est. Cost $31.77 Unrealized +8.2%
AGRIUM INC 6.6%
Value ($000) $119,500 Shares 1,187,434 Est. Cost $89.58 Unrealized
THOMSON REUTERS CORP 6.2%
Value ($000) $111,856 Shares 2,552,826 Est. Cost $40.50 Unrealized
SLF SUN LIFE FINL INC 6.0%
Value ($000) $108,759 Shares 2,829,309 Est. Cost $36.23 Unrealized 0.0%
TRANSCANADA CORP 3.4%
Value ($000) $61,314 Shares 1,358,205 Est. Cost $45.14 Unrealized
TU TELUS CORP 3.2%
Value ($000) $58,640 Shares 1,839,499 Est. Cost $16.25 Unrealized -1.9%
FORTUNA SILVER MINES INC 2.8%
Value ($000) $51,100 Shares 9,028,620 Est. Cost $3.76 Unrealized
PBA PEMBINA PIPELINE CORP 2.7%
Value ($000) $49,087 Shares 1,568,822 Est. Cost $17.03 Unrealized +9.6%
OSISKO GOLD ROYALTIES LTD 2.6%
Value ($000) $47,310 Shares 4,846,845 Est. Cost $10.93 Unrealized
IMO IMPERIAL OIL LTD 2.4%
Value ($000) $43,841 Shares 1,258,690 Est. Cost $29.37 Unrealized -8.5%
BIP BROOKFIELD INFRAST PARTNERS 2.3%
Value ($000) $41,452 Shares 1,237,507 Est. Cost $33.50 Unrealized
ADVANTAGE OIL & GAS LTD 2.2%
Value ($000) $39,440 Shares 5,799,505 Est. Cost $4.69 Unrealized
FIRSTSERVICE CORP NEW 1.8%
Value ($000) $31,836 Shares 669,809 Est. Cost $40.53 Unrealized
CANADIAN PAC RY LTD 1.6%
Value ($000) $28,671 Shares 200,718 Est. Cost $150.15 Unrealized
MGA MAGNA INTL INC 1.4%
Value ($000) $25,136 Shares 578,201 Est. Cost $33.59 Unrealized -4.8%
GROUPE CGI INC 1.3%
Value ($000) $23,682 Shares 492,844 Est. Cost $36.63 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $21,041 Shares 26,633 Est. Cost $36.99 Unrealized +7.3%
DSGX DESCARTES SYS GROUP INC 1.1%
Value ($000) $20,316 Shares 951,618 Est. Cost $10.34 Unrealized +105.4%
BK BANK NEW YORK MELLON CORP 1.0%
Value ($000) $18,527 Shares 392,076 Est. Cost $25.70 Unrealized +38.1%
FTS FORTIS INC 0.9%
Value ($000) $16,434 Shares 531,578 Est. Cost $22.16 Unrealized 0.0%
STN STANTEC INC 0.9%
Value ($000) $16,206 Shares 640,699 Est. Cost $29.25 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.9%
Value ($000) $15,929 Shares 1,875,440 Est. Cost $5.39 Unrealized 0.0%
TD AMERITRADE HLDG CORP 0.9%
Value ($000) $15,847 Shares 364,702 Est. Cost $32.30 Unrealized
SPGI S&P GLOBAL INC 0.9%
Value ($000) $15,505 Shares 144,570 Est. Cost $96.34 Unrealized +14.1%
RED HAT INC 0.8%
Value ($000) $14,573 Shares 209,708 Est. Cost $74.77 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $14,503 Shares 193,661 Est. Cost $25.09 Unrealized +32.5%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $13,521 Shares 130,953 Est. Cost $80.75 Unrealized +21.7%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $12,022 Shares 133,507 Est. Cost $54.49 Unrealized +6.8%
CNI CANADIAN NATL RY CO 0.7%
Value ($000) $11,849 Shares 175,860 Est. Cost $43.67 Unrealized +27.8%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $11,535 Shares 72,150 Est. Cost $123.48 Unrealized +5.1%
PRAXAIR INC 0.6%
Value ($000) $11,455 Shares 98,065 Est. Cost $120.54 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $10,928 Shares 14,594 Est. Cost $28.14 Unrealized +39.2%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $10,818 Shares 141,751 Est. Cost $70.34 Unrealized +2.9%
NKE NIKE INC 0.6%
Value ($000) $10,736 Shares 211,848 Est. Cost $49.43 Unrealized -7.8%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $10,598 Shares 142,342 Est. Cost $64.72 Unrealized -2.0%
RICHMONT MINES INC 0.6%
Value ($000) $10,590 Shares 1,628,676 Est. Cost $7.37 Unrealized
VARIAN MED SYS INC 0.6%
Value ($000) $10,525 Shares 117,536 Est. Cost $82.39 Unrealized
VCA INC 0.6%
Value ($000) $10,258 Shares 147,590 Est. Cost $64.34 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $9,296 Shares 111,081 Est. Cost $60.50 Unrealized +4.2%
GIL GILDAN ACTIVEWEAR INC 0.5%
Value ($000) $9,047 Shares 355,905 Est. Cost $22.57 Unrealized +2.1%
TRANSGLOBE ENERGY CORP 0.5%
Value ($000) $8,881 Shares 5,246,718 Est. Cost $5.78 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $8,654 Shares 157,027 Est. Cost $33.24 Unrealized +17.4%
BIIB BIOGEN INC 0.5%
Value ($000) $8,203 Shares 28,993 Est. Cost $348.88 Unrealized -15.0%
EOG EOG RES INC 0.4%
Value ($000) $7,180 Shares 71,288 Est. Cost $62.91 Unrealized +15.0%
DHR DANAHER CORP DEL 0.4%
Value ($000) $6,869 Shares 88,513 Est. Cost $45.49 Unrealized +45.9%
UNP UNION PAC CORP 0.3%
Value ($000) $6,087 Shares 58,860 Est. Cost $68.80 Unrealized +16.7%
ENCANA CORP 0.3%
Value ($000) $5,659 Shares 481,538 Est. Cost $8.05 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $5,469 Shares 47,471 Est. Cost $62.56 Unrealized +43.4%
MSFT MICROSOFT CORP 0.3%
Value ($000) $5,390 Shares 86,732 Est. Cost $35.89 Unrealized +50.3%
PEP PEPSICO INC 0.3%
Value ($000) $5,316 Shares 50,804 Est. Cost $62.33 Unrealized +27.3%
GGG GRACO INC 0.3%
Value ($000) $5,079 Shares 61,130 Est. Cost $21.72 Unrealized +7.6%
MEOH METHANEX CORP 0.3%
Value ($000) $4,887 Shares 111,292 Est. Cost $39.94 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $4,863 Shares 242,692 Est. Cost $10.33 Unrealized +109.5%
HSIC SCHEIN HENRY INC 0.2%
Value ($000) $3,446 Shares 22,713 Est. Cost $51.13 Unrealized +18.1%
KLONDEX MNS LTD 0.2%
Value ($000) $3,191 Shares 684,620 Est. Cost $3.05 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $2,991 Shares 39,451 Est. Cost $12.32 Unrealized 0.0%
FTV FORTIVE CORP 0.2%
Value ($000) $2,880 Shares 53,694 Est. Cost $30.87 Unrealized +3.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,445 Shares 37,499 Est. Cost $48.44 Unrealized +7.9%
ABBV ABBVIE INC 0.1%
Value ($000) $2,215 Shares 35,377 Est. Cost $40.82 Unrealized +2.4%
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $1,608 Shares 47,340 Est. Cost $33.97 Unrealized
COLONY CAP INC 0.1%
Value ($000) $1,086 Shares 53,620 Est. Cost $16.10 Unrealized
CA INC 0.1%
Value ($000) $1,045 Shares 32,884 Est. Cost $31.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $938 Shares 28,870 Est. Cost $21.56 Unrealized -4.9%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $613 Shares 7,800 Est. Cost $47.42 Unrealized 0.0%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $546 Shares 36,136 Est. Cost $18.70 Unrealized -13.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $376 Shares 1,570 Est. Cost $167.76 Unrealized 0.0%
BAC BANK AMER CORP 0.0%
Value ($000) $361 Shares 16,315 Est. Cost $12.93 Unrealized +21.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $360 Shares 6,652 Est. Cost $41.70 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $358 Shares 8,464 Est. Cost $29.14 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $302 Shares 4,964 Est. Cost $37.95 Unrealized +15.7%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $274 Shares 3,253 Est. Cost $59.25 Unrealized +12.7%