MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 10, 2018

Total Value ($000): $1,634,271 (100.0% shares, 0.0% debt)

Holdings (63)

RY ROYAL BK CDA MONTREAL QUE 8.9%
Value ($000) $144,693 Shares 1,806,356 Est. Cost $64.13 Unrealized +22.2%
BNS BANK N S HALIFAX 8.8%
Value ($000) $143,073 Shares 2,402,072 Est. Cost $35.19 Unrealized +12.1%
TD TORONTO DOMINION BK ONT 8.7%
Value ($000) $142,654 Shares 2,349,271 Est. Cost $48.19 Unrealized +23.6%
AQN ALGONQUIN PWR UTILS CORP 5.1%
Value ($000) $82,998 Shares 8,030,228 Est. Cost $5.95 Unrealized +17.2%
TU TELUS CORP 4.7%
Value ($000) $77,534 Shares 2,105,039 Est. Cost $16.64 Unrealized +10.1%
NTR NUTRIEN LTD 4.5%
Value ($000) $74,152 Shares 1,285,174 Est. Cost $38.37 Unrealized +12.3%
SLF SUN LIFE FINL INC 4.4%
Value ($000) $71,364 Shares 1,796,398 Est. Cost $36.23 Unrealized +10.4%
BIP BROOKFIELD INFRAST PARTNERS 3.1%
Value ($000) $50,790 Shares 1,273,060 Est. Cost $38.68 Unrealized
FTS FORTIS INC 2.6%
Value ($000) $42,060 Shares 1,298,158 Est. Cost $24.24 Unrealized +1.5%
BEP BROOKFIELD RENEWABLE PARTNER 2.5%
Value ($000) $40,895 Shares 1,350,546 Est. Cost $30.96 Unrealized
DHR DANAHER CORP DEL 2.3%
Value ($000) $36,966 Shares 340,987 Est. Cost $72.19 Unrealized +21.9%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $36,177 Shares 162,870 Est. Cost $124.73 Unrealized +60.6%
BK BANK NEW YORK MELLON CORP 2.1%
Value ($000) $34,295 Shares 674,297 Est. Cost $33.93 Unrealized +25.9%
TRANSCANADA CORP 2.0%
Value ($000) $31,899 Shares 788,988 Est. Cost $45.57 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $31,888 Shares 15,948 Est. Cost $50.82 Unrealized +85.0%
GOOGL ALPHABET INC 1.9%
Value ($000) $30,711 Shares 25,510 Est. Cost $43.50 Unrealized +38.1%
TJX TJX COS INC NEW 1.8%
Value ($000) $30,002 Shares 268,552 Est. Cost $29.44 Unrealized +57.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $26,002 Shares 227,347 Est. Cost $67.20 Unrealized +50.0%
BROOKFIELD PPTY PARTNERS L P 1.5%
Value ($000) $25,113 Shares 1,201,800 Est. Cost $20.90 Unrealized
FIRSTSERVICE CORP NEW 1.5%
Value ($000) $24,749 Shares 293,136 Est. Cost $50.70 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $22,718 Shares 100,637 Est. Cost $44.71 Unrealized +10.2%
EOG EOG RES INC 1.4%
Value ($000) $22,608 Shares 177,693 Est. Cost $73.73 Unrealized +24.0%
GRANITE REAL ESTATE INVT TR 1.4%
Value ($000) $22,530 Shares 525,006 Est. Cost $42.91 Unrealized
TSN TYSON FOODS INC 1.3%
Value ($000) $21,323 Shares 359,087 Est. Cost $56.25 Unrealized -9.6%
BIIB BIOGEN INC 1.2%
Value ($000) $19,878 Shares 56,341 Est. Cost $328.04 Unrealized +5.0%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $19,718 Shares 101,150 Est. Cost $148.28 Unrealized +30.6%
VARIAN MED SYS INC 1.2%
Value ($000) $19,207 Shares 172,033 Est. Cost $103.49 Unrealized
FORTUNA SILVER MINES INC 1.2%
Value ($000) $19,019 Shares 4,358,960 Est. Cost $4.12 Unrealized
PBA PEMBINA PIPELINE CORP 1.1%
Value ($000) $18,793 Shares 553,460 Est. Cost $17.44 Unrealized +32.7%
PSA PUBLIC STORAGE 1.1%
Value ($000) $18,779 Shares 93,318 Est. Cost $155.20 Unrealized +2.5%
DSGX DESCARTES SYS GROUP INC 1.1%
Value ($000) $18,470 Shares 544,937 Est. Cost $13.97 Unrealized +141.6%
CFR CULLEN FROST BANKERS INC 1.1%
Value ($000) $18,339 Shares 175,598 Est. Cost $80.65 Unrealized +10.2%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $18,261 Shares 132,161 Est. Cost $92.72 Unrealized +16.5%
META FACEBOOK INC 1.1%
Value ($000) $17,525 Shares 106,851 Est. Cost $143.23 Unrealized +25.5%
PRAXAIR INC 1.0%
Value ($000) $16,735 Shares 104,318 Est. Cost $133.96 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $14,474 Shares 89,128 Est. Cost $81.58 Unrealized +56.7%
ACTIVISION BLIZZARD INC 0.9%
Value ($000) $14,315 Shares 172,076 Est. Cost $79.89 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $13,000 Shares 152,901 Est. Cost $55.78 Unrealized +4.3%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $12,093 Shares 133,609 Est. Cost $77.04 Unrealized +2.3%
SBUX STARBUCKS CORP 0.7%
Value ($000) $11,559 Shares 203,369 Est. Cost $47.64 Unrealized -5.4%
THOMSON REUTERS CORP 0.7%
Value ($000) $10,670 Shares 234,005 Est. Cost $41.15 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $10,211 Shares 91,333 Est. Cost $76.89 Unrealized +17.5%
SHOP SHOPIFY INC 0.6%
Value ($000) $9,670 Shares 58,874 Est. Cost $7.68 Unrealized +98.3%
TD AMERITRADE HLDG CORP 0.6%
Value ($000) $9,270 Shares 175,917 Est. Cost $33.00 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $8,248 Shares 56,758 Est. Cost $89.67 Unrealized +41.0%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $6,948 Shares 64,762 Est. Cost $90.24 Unrealized 0.0%
GGG GRACO INC 0.4%
Value ($000) $5,807 Shares 125,307 Est. Cost $36.57 Unrealized +16.0%
PROOFPOINT INC 0.3%
Value ($000) $5,500 Shares 51,726 Est. Cost $106.33 Unrealized
BHC BAUSCH HEALTH COS INC 0.3%
Value ($000) $4,768 Shares 185,817 Est. Cost $22.90 Unrealized 0.0%
GROUPE CGI INC 0.3%
Value ($000) $4,382 Shares 68,017 Est. Cost $42.17 Unrealized
RITCHIE BROS AUCTIONEERS 0.2%
Value ($000) $4,059 Shares 112,573 Est. Cost $36.06 Unrealized
MEOH METHANEX CORP 0.2%
Value ($000) $3,561 Shares 45,142 Est. Cost $64.89 Unrealized +12.1%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $2,615 Shares 29,160 Est. Cost $55.54 Unrealized +36.9%
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,212 Shares 10,466 Est. Cost $171.10 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value ($000) $2,198 Shares 57,794 Est. Cost $31.83 Unrealized 0.0%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $1,734 Shares 89,067 Est. Cost $19.32 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,194 Shares 16,581 Est. Cost $48.82 Unrealized +11.9%
ABBV ABBVIE INC 0.1%
Value ($000) $923 Shares 9,755 Est. Cost $62.55 Unrealized +10.6%
PAYX PAYCHEX INC 0.1%
Value ($000) $818 Shares 11,102 Est. Cost $44.03 Unrealized +31.6%
MGA MAGNA INTL INC 0.0%
Value ($000) $772 Shares 14,702 Est. Cost $43.90 Unrealized +1.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $723 Shares 18,703 Est. Cost $29.19 Unrealized +4.4%
PFE PFIZER INC 0.0%
Value ($000) $315 Shares 7,157 Est. Cost $21.56 Unrealized +28.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $314 Shares 3,773 Est. Cost $69.83 Unrealized -2.9%