MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 5, 2018

Total Value ($000): $1,383,603 (100.0% shares, 0.0% debt)

Holdings (60)

RY ROYAL BK CDA MONTREAL QUE 10.4%
Value ($000) $143,824 Shares 1,863,195 Est. Cost $63.78 Unrealized +27.3%
TD TORONTO DOMINION BK ONT 10.2%
Value ($000) $140,818 Shares 2,483,237 Est. Cost $48.19 Unrealized +21.4%
BNS BANK N S HALIFAX 7.5%
Value ($000) $103,683 Shares 1,684,388 Est. Cost $33.10 Unrealized +26.7%
SLF SUN LIFE FINL INC 6.8%
Value ($000) $93,964 Shares 2,289,600 Est. Cost $36.23 Unrealized +16.4%
AQN ALGONQUIN PWR UTILS CORP 5.8%
Value ($000) $79,699 Shares 8,046,321 Est. Cost $5.95 Unrealized +16.9%
TU TELUS CORP 5.6%
Value ($000) $77,001 Shares 2,194,383 Est. Cost $16.62 Unrealized +9.8%
NTR NUTRIEN LTD 5.3%
Value ($000) $73,692 Shares 1,560,310 Est. Cost $38.37 Unrealized 0.0%
FTS FORTIS INC 4.3%
Value ($000) $59,697 Shares 1,769,697 Est. Cost $24.24 Unrealized +3.7%
FIRSTSERVICE CORP NEW 2.9%
Value ($000) $40,654 Shares 555,160 Est. Cost $50.70 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 2.7%
Value ($000) $37,452 Shares 1,205,301 Est. Cost $31.07 Unrealized
TRANSCANADA CORP 2.4%
Value ($000) $32,932 Shares 796,866 Est. Cost $45.57 Unrealized
DSGX DESCARTES SYS GROUP INC 1.9%
Value ($000) $25,756 Shares 901,854 Est. Cost $13.97 Unrealized +99.5%
FORTUNA SILVER MINES INC 1.8%
Value ($000) $25,150 Shares 4,825,020 Est. Cost $4.10 Unrealized
PBA PEMBINA PIPELINE CORP 1.6%
Value ($000) $22,447 Shares 719,885 Est. Cost $17.44 Unrealized +23.4%
BK BANK NEW YORK MELLON CORP 1.6%
Value ($000) $22,118 Shares 430,120 Est. Cost $28.81 Unrealized +55.3%
GOOGL ALPHABET INC 1.6%
Value ($000) $21,947 Shares 21,200 Est. Cost $40.96 Unrealized +34.4%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $20,831 Shares 119,087 Est. Cost $87.81 Unrealized +86.4%
DHR DANAHER CORP DEL 1.5%
Value ($000) $20,816 Shares 213,035 Est. Cost $62.83 Unrealized +34.2%
TJX TJX COS INC NEW 1.4%
Value ($000) $19,464 Shares 239,150 Est. Cost $27.48 Unrealized +29.1%
BIP BROOKFIELD INFRAST PARTNERS 1.3%
Value ($000) $18,196 Shares 438,250 Est. Cost $38.68 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $16,223 Shares 101,731 Est. Cost $138.12 Unrealized +29.1%
UNP UNION PAC CORP 1.1%
Value ($000) $15,614 Shares 116,441 Est. Cost $81.58 Unrealized +38.6%
TD AMERITRADE HLDG CORP 1.1%
Value ($000) $15,582 Shares 263,702 Est. Cost $33.00 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $15,421 Shares 10,671 Est. Cost $31.28 Unrealized +128.6%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $15,093 Shares 79,214 Est. Cost $98.35 Unrealized +75.2%
EOG EOG RES INC 1.1%
Value ($000) $14,939 Shares 142,301 Est. Cost $67.79 Unrealized +19.2%
BIIB BIOGEN INC 0.9%
Value ($000) $13,049 Shares 47,758 Est. Cost $322.92 Unrealized -3.9%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $12,565 Shares 118,456 Est. Cost $76.79 Unrealized +7.7%
MSFT MICROSOFT CORP 0.9%
Value ($000) $12,395 Shares 135,804 Est. Cost $45.90 Unrealized +83.7%
TSN TYSON FOODS INC 0.8%
Value ($000) $11,349 Shares 155,416 Est. Cost $61.45 Unrealized +0.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $11,223 Shares 150,784 Est. Cost $54.61 Unrealized +2.1%
GROUPE CGI INC 0.8%
Value ($000) $11,112 Shares 192,812 Est. Cost $42.17 Unrealized
PRAXAIR INC 0.7%
Value ($000) $10,269 Shares 71,268 Est. Cost $121.76 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $9,660 Shares 96,538 Est. Cost $76.26 Unrealized +14.0%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $9,378 Shares 149,065 Est. Cost $11.93 Unrealized +3.4%
THOMSON REUTERS CORP 0.7%
Value ($000) $9,347 Shares 242,022 Est. Cost $41.15 Unrealized
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $8,956 Shares 59,908 Est. Cost $70.34 Unrealized +78.4%
PEP PEPSICO INC 0.6%
Value ($000) $8,703 Shares 79,733 Est. Cost $72.13 Unrealized +23.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $8,553 Shares 66,739 Est. Cost $80.16 Unrealized +35.2%
SHOP SHOPIFY INC 0.6%
Value ($000) $8,008 Shares 64,401 Est. Cost $5.95 Unrealized +117.5%
AAPL APPLE INC 0.6%
Value ($000) $7,916 Shares 47,178 Est. Cost $39.62 Unrealized +2.0%
VARIAN MED SYS INC 0.5%
Value ($000) $7,405 Shares 60,522 Est. Cost $87.62 Unrealized
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $6,724 Shares 92,061 Est. Cost $55.54 Unrealized +20.1%
ADVANTAGE OIL & GAS LTD 0.5%
Value ($000) $6,374 Shares 2,156,901 Est. Cost $5.02 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $6,094 Shares 105,275 Est. Cost $48.70 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $4,303 Shares 167,189 Est. Cost $28.18 Unrealized 0.0%
VALEANT PHARMACEUTICALS INTL 0.3%
Value ($000) $3,745 Shares 235,437 Est. Cost $20.91 Unrealized
BB BLACKBERRY LTD 0.3%
Value ($000) $3,649 Shares 317,696 Est. Cost $10.91 Unrealized +16.5%
GGG GRACO INC 0.3%
Value ($000) $3,618 Shares 79,124 Est. Cost $33.53 Unrealized +23.1%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $3,567 Shares 53,072 Est. Cost $64.83 Unrealized -14.5%
PFE PFIZER INC 0.1%
Value ($000) $1,861 Shares 52,442 Est. Cost $21.56 Unrealized +12.4%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $1,788 Shares 92,894 Est. Cost $19.25 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,535 Shares 8,713 Est. Cost $150.39 Unrealized
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $1,302 Shares 134,941 Est. Cost $10.93 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,180 Shares 21,289 Est. Cost $48.82 Unrealized +6.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,145 Shares 12,092 Est. Cost $62.55 Unrealized +25.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,102 Shares 13,902 Est. Cost $69.83 Unrealized -2.8%
MEOH METHANEX CORP 0.1%
Value ($000) $1,025 Shares 16,931 Est. Cost $58.66 Unrealized 0.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $943 Shares 16,754 Est. Cost $33.80 Unrealized +29.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $747 Shares 12,128 Est. Cost $44.03 Unrealized +19.0%