MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 12, 2019

Total Value ($000): $1,484,386 (100.0% shares, 0.0% debt)

Holdings (66)

RY ROYAL BK CDA MONTREAL QUE 7.8%
Value ($000) $115,218 Shares 1,684,127 Est. Cost $64.13 Unrealized +13.8%
TD TORONTO DOMINION BK ONT 7.3%
Value ($000) $109,027 Shares 2,194,355 Est. Cost $48.19 Unrealized +13.6%
BNS BANK N S HALIFAX 6.0%
Value ($000) $88,720 Shares 1,780,663 Est. Cost $35.19 Unrealized +4.8%
BROOKFIELD ASSET MGMT INC 4.8%
Value ($000) $71,319 Shares 1,861,767 Est. Cost $38.31 Unrealized
TU TELUS CORP 4.7%
Value ($000) $69,841 Shares 2,108,036 Est. Cost $16.64 Unrealized +4.6%
SLF SUN LIFE FINL INC 4.0%
Value ($000) $59,938 Shares 1,807,535 Est. Cost $36.23 Unrealized -0.2%
NTR NUTRIEN LTD 3.8%
Value ($000) $55,970 Shares 1,192,204 Est. Cost $38.37 Unrealized +6.5%
AQN ALGONQUIN PWR UTILS CORP 3.7%
Value ($000) $54,511 Shares 5,422,498 Est. Cost $5.95 Unrealized +21.0%
ENB ENBRIDGE INC 3.4%
Value ($000) $50,875 Shares 1,638,414 Est. Cost $20.25 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 3.2%
Value ($000) $47,584 Shares 1,378,358 Est. Cost $38.36 Unrealized
BROOKFIELD PPTY PARTNERS L P 3.1%
Value ($000) $46,374 Shares 2,876,368 Est. Cost $18.12 Unrealized
FTS FORTIS INC 2.9%
Value ($000) $43,544 Shares 1,306,808 Est. Cost $24.24 Unrealized +6.0%
BEP BROOKFIELD RENEWABLE PARTNER 2.6%
Value ($000) $38,034 Shares 1,469,500 Est. Cost $30.55 Unrealized
DHR DANAHER CORP DEL 2.3%
Value ($000) $33,670 Shares 329,885 Est. Cost $72.19 Unrealized +21.8%
GOOGL ALPHABET INC 2.2%
Value ($000) $32,645 Shares 31,620 Est. Cost $45.46 Unrealized +18.0%
MSFT MICROSOFT CORP 2.1%
Value ($000) $31,773 Shares 316,131 Est. Cost $76.41 Unrealized +30.9%
TRANSCANADA CORP 1.9%
Value ($000) $28,414 Shares 796,067 Est. Cost $45.57 Unrealized
MA MASTERCARD INCORPORATED 1.9%
Value ($000) $28,255 Shares 151,516 Est. Cost $124.73 Unrealized +53.1%
AMZN AMAZON COM INC 1.7%
Value ($000) $25,779 Shares 17,340 Est. Cost $53.42 Unrealized +55.6%
GRANITE REAL ESTATE INVT TR 1.6%
Value ($000) $23,469 Shares 602,415 Est. Cost $42.41 Unrealized
BK BANK NEW YORK MELLON CORP 1.5%
Value ($000) $22,413 Shares 482,446 Est. Cost $33.93 Unrealized +16.9%
TJX TJX COS INC NEW 1.4%
Value ($000) $20,388 Shares 461,446 Est. Cost $36.32 Unrealized +26.4%
TSN TYSON FOODS INC 1.4%
Value ($000) $20,386 Shares 386,432 Est. Cost $55.67 Unrealized -13.7%
BLACKROCK INC 1.3%
Value ($000) $19,559 Shares 50,444 Est. Cost $387.74 Unrealized
FIRSTSERVICE CORP NEW 1.3%
Value ($000) $18,749 Shares 273,326 Est. Cost $50.70 Unrealized
BIIB BIOGEN INC 1.2%
Value ($000) $18,049 Shares 60,607 Est. Cost $327.41 Unrealized -2.5%
PSA PUBLIC STORAGE 1.2%
Value ($000) $17,988 Shares 89,925 Est. Cost $155.20 Unrealized -2.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $16,766 Shares 129,916 Est. Cost $92.72 Unrealized +23.1%
PBA PEMBINA PIPELINE CORP 1.1%
Value ($000) $16,223 Shares 546,973 Est. Cost $17.44 Unrealized +28.1%
AAPL APPLE INC 1.1%
Value ($000) $15,600 Shares 98,895 Est. Cost $44.71 Unrealized +2.9%
CME CME GROUP INC 1.0%
Value ($000) $15,386 Shares 83,181 Est. Cost $142.24 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 1.0%
Value ($000) $15,172 Shares 172,532 Est. Cost $80.65 Unrealized -2.8%
EOG EOG RES INC 1.0%
Value ($000) $14,856 Shares 170,607 Est. Cost $73.73 Unrealized +9.4%
DSGX DESCARTES SYS GROUP INC 1.0%
Value ($000) $14,754 Shares 559,299 Est. Cost $14.36 Unrealized +103.6%
LINDE PLC 1.0%
Value ($000) $14,334 Shares 92,689 Est. Cost $154.65 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $13,480 Shares 104,080 Est. Cost $143.23 Unrealized +0.4%
VARIAN MED SYS INC 0.9%
Value ($000) $12,759 Shares 113,506 Est. Cost $103.49 Unrealized
TXN TEXAS INSTRS INC 0.8%
Value ($000) $12,480 Shares 132,062 Est. Cost $84.57 Unrealized -6.5%
UNP UNION PAC CORP 0.8%
Value ($000) $12,411 Shares 91,015 Est. Cost $82.51 Unrealized +53.2%
THOMSON REUTERS CORP 0.7%
Value ($000) $10,872 Shares 225,221 Est. Cost $48.27 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $10,249 Shares 150,298 Est. Cost $55.78 Unrealized +1.1%
PEP PEPSICO INC 0.7%
Value ($000) $9,919 Shares 89,780 Est. Cost $76.89 Unrealized +17.9%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $8,997 Shares 135,861 Est. Cost $76.85 Unrealized -15.1%
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $8,839 Shares 189,803 Est. Cost $76.78 Unrealized
PROOFPOINT INC 0.5%
Value ($000) $7,434 Shares 88,698 Est. Cost $96.94 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $7,254 Shares 55,757 Est. Cost $89.67 Unrealized +38.4%
SBUX STARBUCKS CORP 0.5%
Value ($000) $7,108 Shares 110,374 Est. Cost $47.64 Unrealized +12.6%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $5,750 Shares 33,833 Est. Cost $148.28 Unrealized +13.6%
SHOP SHOPIFY INC 0.4%
Value ($000) $5,693 Shares 41,187 Est. Cost $7.68 Unrealized +83.3%
FORTUNA SILVER MINES INC 0.4%
Value ($000) $5,331 Shares 1,456,349 Est. Cost $4.12 Unrealized
GGG GRACO INC 0.3%
Value ($000) $5,155 Shares 123,176 Est. Cost $36.57 Unrealized +4.4%
CANADIAN PAC RY LTD 0.3%
Value ($000) $4,472 Shares 25,212 Est. Cost $174.77 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $3,811 Shares 336,282 Est. Cost $11.26 Unrealized 0.0%
GROUPE CGI INC 0.2%
Value ($000) $2,921 Shares 47,774 Est. Cost $42.17 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $2,792 Shares 92,031 Est. Cost $27.47 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $2,026 Shares 27,362 Est. Cost $55.54 Unrealized +30.5%
CAE CAE INC 0.1%
Value ($000) $1,916 Shares 104,274 Est. Cost $18.71 Unrealized 0.0%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $1,620 Shares 89,560 Est. Cost $19.32 Unrealized
BHC BAUSCH HEALTH COS INC 0.1%
Value ($000) $1,611 Shares 87,127 Est. Cost $22.90 Unrealized +3.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,133 Shares 17,388 Est. Cost $48.01 Unrealized +14.7%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $652 Shares 12,732 Est. Cost $51.83 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $527 Shares 5,716 Est. Cost $62.55 Unrealized +3.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $525 Shares 9,225 Est. Cost $48.82 Unrealized +4.2%
MGA MAGNA INTL INC 0.0%
Value ($000) $414 Shares 9,125 Est. Cost $43.90 Unrealized -12.1%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $345 Shares 3,755 Est. Cost $69.83 Unrealized +7.1%
PFE PFIZER INC 0.0%
Value ($000) $307 Shares 7,043 Est. Cost $21.56 Unrealized +39.3%