MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $1,695,998 (100.0% shares, 0.0% debt)

Holdings (63)

RY ROYAL BK CDA MONTREAL QUE 7.1%
Value ($000) $120,065 Shares 1,485,386 Est. Cost $66.69 Unrealized +17.0%
TD TORONTO DOMINION BK ONT 6.7%
Value ($000) $114,227 Shares 1,996,199 Est. Cost $50.10 Unrealized +13.5%
BROOKFIELD ASSET MGMT INC 5.8%
Value ($000) $99,196 Shares 1,790,164 Est. Cost $39.11 Unrealized
BNS BANK N S HALIFAX 4.9%
Value ($000) $83,508 Shares 1,452,985 Est. Cost $35.72 Unrealized +6.6%
BCE BCE INC 4.7%
Value ($000) $80,354 Shares 1,690,362 Est. Cost $29.51 Unrealized +3.8%
TU TELUS CORP 4.3%
Value ($000) $72,635 Shares 2,037,745 Est. Cost $17.16 Unrealized +6.1%
BIP BROOKFIELD INFRAST PARTNERS 3.5%
Value ($000) $58,708 Shares 1,169,136 Est. Cost $38.82 Unrealized
ENB ENBRIDGE INC 3.4%
Value ($000) $57,469 Shares 1,574,625 Est. Cost $21.19 Unrealized +6.9%
MSFT MICROSOFT CORP 3.3%
Value ($000) $55,653 Shares 399,026 Est. Cost $82.44 Unrealized +57.6%
DHR DANAHER CORPORATION 2.7%
Value ($000) $46,208 Shares 339,548 Est. Cost $73.76 Unrealized +65.0%
PBA PEMBINA PIPELINE CORP 2.6%
Value ($000) $43,705 Shares 1,238,816 Est. Cost $23.71 Unrealized +9.2%
MA MASTERCARD INC 2.4%
Value ($000) $40,481 Shares 150,573 Est. Cost $135.17 Unrealized +96.9%
GRANITE REAL ESTATE INVT TR 2.3%
Value ($000) $38,294 Shares 771,732 Est. Cost $45.70 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $38,219 Shares 31,263 Est. Cost $45.60 Unrealized +28.9%
TRP TC ENERGY CORP 2.2%
Value ($000) $37,944 Shares 751,187 Est. Cost $35.43 Unrealized +1.7%
BEP BROOKFIELD RENEWABLE PARTNER 2.2%
Value ($000) $36,755 Shares 862,033 Est. Cost $30.61 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $35,155 Shares 20,455 Est. Cost $58.58 Unrealized +58.3%
PSA PUBLIC STORAGE 1.9%
Value ($000) $31,918 Shares 146,736 Est. Cost $163.24 Unrealized +17.5%
TJX TJX COS INC NEW 1.8%
Value ($000) $30,623 Shares 544,934 Est. Cost $38.20 Unrealized +31.1%
PEP PEPSICO INC 1.8%
Value ($000) $29,900 Shares 217,978 Est. Cost $93.07 Unrealized +17.5%
AAPL APPLE INC 1.7%
Value ($000) $28,916 Shares 116,242 Est. Cost $45.91 Unrealized +9.4%
BLACKROCK INC 1.7%
Value ($000) $28,506 Shares 63,438 Est. Cost $416.86 Unrealized
BIIB BIOGEN INC 1.5%
Value ($000) $26,069 Shares 89,172 Est. Cost $299.23 Unrealized -22.2%
FTS FORTIS INC 1.5%
Value ($000) $25,305 Shares 607,807 Est. Cost $24.24 Unrealized +32.2%
AQN ALGONQUIN PWR UTILS CORP 1.4%
Value ($000) $23,756 Shares 1,726,025 Est. Cost $5.95 Unrealized +57.2%
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $21,839 Shares 249,693 Est. Cost $89.56 Unrealized +9.4%
SLF SUN LIFE FINL INC 1.2%
Value ($000) $20,785 Shares 462,324 Est. Cost $36.37 Unrealized +14.9%
LINDE PLC 1.2%
Value ($000) $20,707 Shares 106,706 Est. Cost $160.73 Unrealized
CME CME GROUP INC 1.2%
Value ($000) $20,494 Shares 102,511 Est. Cost $141.12 Unrealized +16.4%
META FACEBOOK INC 1.1%
Value ($000) $19,214 Shares 102,383 Est. Cost $152.49 Unrealized +23.8%
IEX IDEX CORP 1.1%
Value ($000) $19,168 Shares 127,270 Est. Cost $149.29 Unrealized +2.9%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $18,767 Shares 409,339 Est. Cost $34.93 Unrealized +5.9%
BROOKFIELD PROPERTY PARTRS L 1.1%
Value ($000) $18,506 Shares 980,008 Est. Cost $18.77 Unrealized
PROOFPOINT INC 1.0%
Value ($000) $17,647 Shares 152,957 Est. Cost $108.16 Unrealized
VARIAN MED SYS INC 1.0%
Value ($000) $17,238 Shares 142,690 Est. Cost $113.55 Unrealized
CFR CULLEN FROST BANKERS INC 1.0%
Value ($000) $16,435 Shares 182,449 Est. Cost $78.08 Unrealized -6.6%
DSGX DESCARTES SYS GROUP INC 0.9%
Value ($000) $15,574 Shares 399,400 Est. Cost $16.62 Unrealized +122.7%
BKNG BOOKING HLDGS INC 0.9%
Value ($000) $15,562 Shares 7,596 Est. Cost $1771.53 Unrealized +7.5%
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $14,939 Shares 80,199 Est. Cost $128.77 Unrealized +36.7%
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $13,806 Shares 158,231 Est. Cost $75.16 Unrealized -8.9%
IBKR INTERACTIVE BROKERS GROUP IN 0.8%
Value ($000) $13,614 Shares 292,419 Est. Cost $11.96 Unrealized 0.0%
THOMSON REUTERS CORP 0.8%
Value ($000) $13,241 Shares 196,619 Est. Cost $50.22 Unrealized
ACTIVISION BLIZZARD INC 0.7%
Value ($000) $12,589 Shares 224,679 Est. Cost $68.74 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $12,579 Shares 95,263 Est. Cost $94.82 Unrealized +16.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $12,351 Shares 182,788 Est. Cost $55.72 Unrealized -3.5%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $11,870 Shares 100,599 Est. Cost $85.98 Unrealized +19.6%
EOG EOG RES INC 0.7%
Value ($000) $11,367 Shares 163,997 Est. Cost $73.55 Unrealized -16.4%
NFLX NETFLIX INC 0.7%
Value ($000) $11,318 Shares 40,497 Est. Cost $31.29 Unrealized 0.0%
NTR NUTRIEN LTD 0.5%
Value ($000) $8,112 Shares 169,212 Est. Cost $38.37 Unrealized +6.9%
CIGI COLLIERS INTL GROUP INC 0.4%
Value ($000) $7,594 Shares 113,106 Est. Cost $64.00 Unrealized +9.3%
GGG GRACO INC 0.3%
Value ($000) $5,823 Shares 128,830 Est. Cost $36.89 Unrealized +18.1%
CB CHUBB LIMITED 0.3%
Value ($000) $5,032 Shares 35,806 Est. Cost $126.80 Unrealized +9.9%
BBU BROOKFIELD BUSINESS PARTNERS 0.2%
Value ($000) $3,221 Shares 82,262 Est. Cost $39.02 Unrealized
GIB CGI INC 0.1%
Value ($000) $2,411 Shares 30,949 Est. Cost $65.67 Unrealized +18.1%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $1,664 Shares 13,363 Est. Cost $86.35 Unrealized +17.0%
PFE PFIZER INC 0.1%
Value ($000) $1,655 Shares 43,141 Est. Cost $26.17 Unrealized +3.2%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,561 Shares 17,421 Est. Cost $55.54 Unrealized +47.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,481 Shares 17,712 Est. Cost $60.85 Unrealized +13.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,480 Shares 18,397 Est. Cost $47.26 Unrealized +37.5%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,186 Shares 3,774 Est. Cost $7.68 Unrealized +345.8%
CANADIAN PAC RY LTD 0.1%
Value ($000) $857 Shares 3,759 Est. Cost $174.77 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $388 Shares 4,874 Est. Cost $60.96 Unrealized -13.7%
MGA MAGNA INTL INC 0.0%
Value ($000) $354 Shares 6,573 Est. Cost $43.52 Unrealized -6.6%