MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $1,737,632 (100.0% shares, 0.0% debt)

Holdings (61)

TD TORONTO DOMINION BK ONT 6.9%
Value ($000) $119,255 Shares 2,123,354 Est. Cost $50.50 Unrealized +12.3%
RY ROYAL BK CDA MONTREAL QUE 6.4%
Value ($000) $111,063 Shares 1,401,659 Est. Cost $66.69 Unrealized +20.8%
BNS BANK N S HALIFAX 5.8%
Value ($000) $100,082 Shares 1,769,344 Est. Cost $36.62 Unrealized +11.3%
BROOKFIELD ASSET MGMT INC 5.4%
Value ($000) $93,075 Shares 1,608,626 Est. Cost $39.11 Unrealized
TU TELUS CORP 4.5%
Value ($000) $78,295 Shares 2,019,268 Est. Cost $17.16 Unrealized +8.0%
BCE BCE INC 4.5%
Value ($000) $77,758 Shares 1,676,083 Est. Cost $29.51 Unrealized +7.5%
MSFT MICROSOFT CORP 3.3%
Value ($000) $57,491 Shares 377,637 Est. Cost $82.44 Unrealized +68.9%
ENB ENBRIDGE INC 3.3%
Value ($000) $56,774 Shares 1,425,942 Est. Cost $21.19 Unrealized +17.3%
DHR DANAHER CORPORATION 3.0%
Value ($000) $51,436 Shares 344,761 Est. Cost $74.50 Unrealized +65.1%
BIP BROOKFIELD INFRAST PARTNERS 2.7%
Value ($000) $46,541 Shares 930,496 Est. Cost $38.82 Unrealized
FTS FORTIS INC 2.5%
Value ($000) $43,911 Shares 1,056,828 Est. Cost $27.70 Unrealized +16.9%
MA MASTERCARD INC 2.5%
Value ($000) $43,605 Shares 152,029 Est. Cost $135.17 Unrealized +101.7%
GRANITE REAL ESTATE INVT TR 2.3%
Value ($000) $39,216 Shares 770,734 Est. Cost $45.70 Unrealized
PBA PEMBINA PIPELINE CORP 2.0%
Value ($000) $35,221 Shares 948,942 Est. Cost $23.71 Unrealized +6.6%
AMZN AMAZON COM INC 2.0%
Value ($000) $35,200 Shares 19,788 Est. Cost $58.58 Unrealized +51.1%
TRP TC ENERGY CORP 2.0%
Value ($000) $34,712 Shares 650,859 Est. Cost $35.43 Unrealized +5.6%
THOMSON REUTERS CORP 2.0%
Value ($000) $33,933 Shares 473,710 Est. Cost $62.74 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $31,100 Shares 105,907 Est. Cost $45.91 Unrealized +35.1%
PSA PUBLIC STORAGE 1.7%
Value ($000) $30,242 Shares 147,375 Est. Cost $163.24 Unrealized +4.7%
QCOM QUALCOMM INC 1.7%
Value ($000) $29,302 Shares 332,113 Est. Cost $71.44 Unrealized +2.0%
PEP PEPSICO INC 1.6%
Value ($000) $28,459 Shares 208,229 Est. Cost $93.07 Unrealized +21.2%
TJX TJX COS INC NEW 1.5%
Value ($000) $26,846 Shares 454,854 Est. Cost $38.20 Unrealized +42.9%
BEP BROOKFIELD RENEWABLE PARTNER 1.4%
Value ($000) $25,175 Shares 541,397 Est. Cost $30.61 Unrealized
META FACEBOOK INC 1.4%
Value ($000) $25,138 Shares 127,581 Est. Cost $160.36 Unrealized +19.9%
FSV FIRSTSERVICE CORP NEW 1.4%
Value ($000) $25,061 Shares 268,825 Est. Cost $89.65 Unrealized +1.2%
VARIAN MED SYS INC 1.4%
Value ($000) $24,548 Shares 172,858 Est. Cost $118.52 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 1.4%
Value ($000) $24,466 Shares 541,837 Est. Cost $11.66 Unrealized -3.0%
AQN ALGONQUIN PWR UTILS CORP 1.4%
Value ($000) $23,763 Shares 1,677,474 Est. Cost $5.95 Unrealized +70.5%
GOOGL ALPHABET INC 1.3%
Value ($000) $22,207 Shares 16,580 Est. Cost $45.60 Unrealized +40.4%
PROOFPOINT INC 1.3%
Value ($000) $22,061 Shares 195,174 Est. Cost $109.21 Unrealized
NFLX NETFLIX INC 1.3%
Value ($000) $21,962 Shares 70,710 Est. Cost $30.59 Unrealized -3.1%
SLF SUN LIFE FINL INC 1.2%
Value ($000) $20,811 Shares 455,783 Est. Cost $36.37 Unrealized +23.7%
CME CME GROUP INC 1.2%
Value ($000) $20,704 Shares 107,714 Est. Cost $142.13 Unrealized +14.0%
BLACKROCK INC 1.2%
Value ($000) $20,661 Shares 42,157 Est. Cost $416.86 Unrealized
LINDE PLC 1.2%
Value ($000) $20,440 Shares 98,013 Est. Cost $160.73 Unrealized
IEX IDEX CORP 1.2%
Value ($000) $20,204 Shares 121,919 Est. Cost $149.29 Unrealized +0.7%
BK BANK NEW YORK MELLON CORP 1.2%
Value ($000) $20,013 Shares 407,973 Est. Cost $34.93 Unrealized +14.3%
BKNG BOOKING HLDGS INC 1.0%
Value ($000) $17,752 Shares 8,644 Est. Cost $1790.92 Unrealized +7.8%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $17,169 Shares 139,403 Est. Cost $90.93 Unrealized +14.1%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $16,253 Shares 166,225 Est. Cost $78.08 Unrealized -1.3%
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $15,092 Shares 73,069 Est. Cost $128.77 Unrealized +39.2%
BIIB BIOGEN INC 0.8%
Value ($000) $13,299 Shares 46,368 Est. Cost $299.23 Unrealized -7.3%
EOG EOG RES INC 0.7%
Value ($000) $12,931 Shares 154,384 Est. Cost $73.55 Unrealized -24.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $12,660 Shares 86,791 Est. Cost $94.82 Unrealized +20.3%
BROOKFIELD PROPERTY PARTRS L 0.7%
Value ($000) $12,436 Shares 679,568 Est. Cost $18.77 Unrealized
ACTIVISION BLIZZARD INC 0.7%
Value ($000) $12,163 Shares 204,698 Est. Cost $68.74 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $11,718 Shares 167,925 Est. Cost $55.72 Unrealized -6.6%
DSGX DESCARTES SYS GROUP INC 0.6%
Value ($000) $11,136 Shares 260,190 Est. Cost $16.62 Unrealized +145.6%
CIGI COLLIERS INTL GROUP INC 0.5%
Value ($000) $8,849 Shares 113,502 Est. Cost $64.00 Unrealized +11.0%
NTR NUTRIEN LTD 0.5%
Value ($000) $8,070 Shares 168,332 Est. Cost $38.37 Unrealized +2.2%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $6,459 Shares 53,435 Est. Cost $75.16 Unrealized +12.9%
XYL XYLEM INC 0.4%
Value ($000) $6,143 Shares 77,971 Est. Cost $72.41 Unrealized 0.0%
BBU BROOKFIELD BUSINESS PARTNERS 0.2%
Value ($000) $3,203 Shares 77,296 Est. Cost $39.02 Unrealized
GIB CGI INC 0.1%
Value ($000) $2,515 Shares 30,009 Est. Cost $65.67 Unrealized +21.9%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $1,669 Shares 13,363 Est. Cost $86.35 Unrealized +21.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,507 Shares 17,712 Est. Cost $60.85 Unrealized +16.2%
PFE PFIZER INC 0.1%
Value ($000) $1,506 Shares 38,427 Est. Cost $26.17 Unrealized +2.1%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,380 Shares 15,236 Est. Cost $55.54 Unrealized +44.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,285 Shares 3,228 Est. Cost $7.68 Unrealized +340.3%
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,274 Shares 4,989 Est. Cost $194.64 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $432 Shares 4,874 Est. Cost $60.96 Unrealized +6.0%