MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 11, 2018

Total Value ($000): $1,448,788 (100.0% shares, 0.0% debt)

Holdings (63)

RY ROYAL BK CDA MONTREAL QUE 10.0%
Value ($000) $144,251 Shares 1,916,908 Est. Cost $64.13 Unrealized +19.4%
TD TORONTO DOMINION BK ONT 9.9%
Value ($000) $143,022 Shares 2,472,581 Est. Cost $48.19 Unrealized +18.7%
BNS BANK N S HALIFAX 8.8%
Value ($000) $127,335 Shares 2,250,169 Est. Cost $34.90 Unrealized +15.3%
SLF SUN LIFE FINL INC 5.8%
Value ($000) $84,057 Shares 2,092,989 Est. Cost $36.23 Unrealized +14.2%
NTR NUTRIEN LTD 5.7%
Value ($000) $82,838 Shares 1,523,620 Est. Cost $38.37 Unrealized -0.1%
TU TELUS CORP 5.5%
Value ($000) $79,139 Shares 2,229,208 Est. Cost $16.64 Unrealized +6.4%
AQN ALGONQUIN PWR UTILS CORP 5.4%
Value ($000) $77,843 Shares 8,062,899 Est. Cost $5.95 Unrealized +11.8%
FTS FORTIS INC 3.9%
Value ($000) $56,641 Shares 1,773,169 Est. Cost $24.24 Unrealized +0.8%
BIP BROOKFIELD INFRAST PARTNERS 2.9%
Value ($000) $41,974 Shares 1,094,666 Est. Cost $38.48 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 2.7%
Value ($000) $39,581 Shares 1,319,496 Est. Cost $30.98 Unrealized
FIRSTSERVICE CORP NEW 2.5%
Value ($000) $35,767 Shares 470,545 Est. Cost $50.70 Unrealized
TRANSCANADA CORP 2.4%
Value ($000) $34,316 Shares 793,613 Est. Cost $45.57 Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $27,119 Shares 24,063 Est. Cost $42.51 Unrealized +27.0%
DSGX DESCARTES SYS GROUP INC 1.9%
Value ($000) $27,082 Shares 831,772 Est. Cost $13.97 Unrealized +116.0%
BK BANK NEW YORK MELLON CORP 1.7%
Value ($000) $24,788 Shares 460,688 Est. Cost $29.86 Unrealized +49.3%
TJX TJX COS INC NEW 1.6%
Value ($000) $23,150 Shares 243,720 Est. Cost $27.71 Unrealized +42.8%
FORTUNA SILVER MINES INC 1.6%
Value ($000) $22,521 Shares 3,960,603 Est. Cost $4.10 Unrealized
DHR DANAHER CORP DEL 1.6%
Value ($000) $22,514 Shares 228,677 Est. Cost $64.41 Unrealized +33.5%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $21,472 Shares 109,429 Est. Cost $87.81 Unrealized +105.3%
AMZN AMAZON COM INC 1.4%
Value ($000) $20,364 Shares 11,998 Est. Cost $36.59 Unrealized +116.9%
PBA PEMBINA PIPELINE CORP 1.3%
Value ($000) $19,157 Shares 553,493 Est. Cost $17.44 Unrealized +26.2%
META FACEBOOK INC 1.3%
Value ($000) $18,170 Shares 93,727 Est. Cost $138.12 Unrealized +29.9%
EOG EOG RES INC 1.1%
Value ($000) $16,510 Shares 133,003 Est. Cost $67.79 Unrealized +28.7%
MSFT MICROSOFT CORP 1.0%
Value ($000) $15,024 Shares 152,355 Est. Cost $50.66 Unrealized +77.2%
TSN TYSON FOODS INC 1.0%
Value ($000) $14,406 Shares 209,735 Est. Cost $60.11 Unrealized -6.4%
UNP UNION PAC CORP 1.0%
Value ($000) $14,130 Shares 99,967 Est. Cost $81.58 Unrealized +44.3%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $12,948 Shares 119,622 Est. Cost $76.79 Unrealized +17.0%
BIIB BIOGEN INC 0.9%
Value ($000) $12,408 Shares 42,851 Est. Cost $322.92 Unrealized -12.9%
PSA PUBLIC STORAGE 0.8%
Value ($000) $11,712 Shares 51,708 Est. Cost $152.08 Unrealized 0.0%
PRAXAIR INC 0.8%
Value ($000) $11,593 Shares 73,419 Est. Cost $122.82 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $10,793 Shares 88,952 Est. Cost $85.29 Unrealized +18.1%
TD AMERITRADE HLDG CORP 0.7%
Value ($000) $10,242 Shares 187,394 Est. Cost $33.00 Unrealized
VARIAN MED SYS INC 0.7%
Value ($000) $10,048 Shares 88,570 Est. Cost $95.80 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $9,782 Shares 48,123 Est. Cost $98.35 Unrealized +87.9%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $9,645 Shares 99,997 Est. Cost $76.44 Unrealized +6.7%
THOMSON REUTERS CORP 0.7%
Value ($000) $9,576 Shares 237,448 Est. Cost $41.15 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $8,801 Shares 47,545 Est. Cost $39.62 Unrealized +7.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $8,518 Shares 102,964 Est. Cost $54.61 Unrealized +2.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $7,412 Shares 151,729 Est. Cost $48.51 Unrealized -0.9%
PEP PEPSICO INC 0.5%
Value ($000) $7,341 Shares 67,428 Est. Cost $72.13 Unrealized +13.3%
SHOP SHOPIFY INC 0.5%
Value ($000) $6,981 Shares 47,900 Est. Cost $5.95 Unrealized +137.8%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $6,548 Shares 85,762 Est. Cost $11.93 Unrealized +3.7%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $6,312 Shares 82,703 Est. Cost $76.32 Unrealized
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $5,309 Shares 37,204 Est. Cost $70.34 Unrealized +91.1%
GGG GRACO INC 0.4%
Value ($000) $5,206 Shares 115,115 Est. Cost $36.05 Unrealized +15.4%
VALEANT PHARMACEUTICALS INTL 0.3%
Value ($000) $4,750 Shares 204,197 Est. Cost $20.91 Unrealized
MEOH METHANEX CORP 0.3%
Value ($000) $4,648 Shares 65,768 Est. Cost $64.89 Unrealized +3.3%
GROUPE CGI INC 0.3%
Value ($000) $4,436 Shares 70,050 Est. Cost $42.17 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $4,419 Shares 425,858 Est. Cost $8.74 Unrealized 0.0%
ADVANTAGE OIL & GAS LTD 0.3%
Value ($000) $3,783 Shares 1,210,793 Est. Cost $5.02 Unrealized
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $3,698 Shares 50,903 Est. Cost $64.83 Unrealized -13.1%
CAE CAE INC 0.2%
Value ($000) $3,386 Shares 163,094 Est. Cost $19.35 Unrealized 0.0%
MGA MAGNA INTL INC 0.2%
Value ($000) $2,929 Shares 50,396 Est. Cost $43.90 Unrealized +11.5%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $2,421 Shares 29,612 Est. Cost $55.54 Unrealized +24.1%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $2,015 Shares 98,980 Est. Cost $19.32 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,903 Shares 52,442 Est. Cost $21.56 Unrealized +12.7%
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,266 Shares 6,910 Est. Cost $150.39 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,065 Shares 18,982 Est. Cost $48.82 Unrealized -6.0%
ABBV ABBVIE INC 0.1%
Value ($000) $987 Shares 10,656 Est. Cost $62.55 Unrealized +12.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $829 Shares 12,128 Est. Cost $44.03 Unrealized +17.1%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $809 Shares 19,896 Est. Cost $29.19 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $776 Shares 10,305 Est. Cost $70.99 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $322 Shares 4,122 Est. Cost $69.83 Unrealized -11.5%