MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Diversified Active

Location: Mississauga, Ontario, Canada

CIK: 0001058231 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Mar 27, 2017

Total Value: $918M (100.0% shares, 0.0% debt)

Holdings (79)

RY ROYAL BANK OF CANADA 8.3%
Value $75.75M Shares 1,120,393 Est. Cost $61.23 Unrealized +5.9%
MFC MANULIFE FINL CORP 6.0%
Value $55.34M Shares 3,111,039 Est. Cost $14.94 Unrealized +9.0%
BNS BANK NOVA SCOTIA HALIFAX 5.6%
Value $51.82M Shares 931,624 Est. Cost $32.30 Unrealized +6.4%
CVE CENOVUS ENERGY INC. 5.3%
Value $48.67M Shares 3,222,430 Est. Cost $15.03 Unrealized -15.1%
BCE INC 5.0%
Value $45.67M Shares 1,057,760 Est. Cost $44.24 Unrealized
TD TORONTO DOMINION BK ONT 4.8%
Value $43.73M Shares 985,708 Est. Cost $42.71 Unrealized +9.4%
RCI ROGERS COMMUNICATIONS INC 4.4%
Value $40.29M Shares 1,045,675 Est. Cost $41.89 Unrealized -5.8%
BMO BANK MONTREAL QUE 3.8%
Value $34.91M Shares 485,820 Est. Cost $41.48 Unrealized +11.4%
TELUS CORP. 3.7%
Value $33.89M Shares 1,065,620 Est. Cost $31.68 Unrealized
SHAW COMMUNICATIONS 3.6%
Value $33.08M Shares 1,650,435 Est. Cost $21.72 Unrealized
CRESCENT POINT ENERGY CORP. 3.5%
Value $32.28M Shares 2,377,466 Est. Cost $13.40 Unrealized
SLF SUN LIFE FINL INC. 3.0%
Value $27.35M Shares 713,030 Est. Cost $31.53 Unrealized +14.9%
CM CANADIAN IMPERIAL BANK OF COMMERCE 2.9%
Value $26.31M Shares 322,748 Est. Cost $23.13 Unrealized +9.9%
ENERPLUS CORP. 2.8%
Value $25.54M Shares 2,694,470 Est. Cost $8.11 Unrealized
POTASH CORP SASK INC 2.4%
Value $21.84M Shares 1,208,520 Est. Cost $20.31 Unrealized
JPM JP MORGAN CHASE & CO 1.5%
Value $13.75M Shares 159,375 Est. Cost $40.19 Unrealized +49.0%
JNJ JOHNSON & JOHNSON 1.5%
Value $13.41M Shares 116,419 Est. Cost $63.57 Unrealized +41.1%
WALLGREENS BOOTS ALLIANCE INC 1.4%
Value $12.45M Shares 154,465 Est. Cost $84.22 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD. 1.3%
Value $12.07M Shares 379,290 Est. Cost $9.34 Unrealized +12.8%
DVN DEVON ENERGY CORP. 1.2%
Value $11.35M Shares 248,407 Est. Cost $20.44 Unrealized +52.3%
MS MORGAN STANLEY 1.2%
Value $10.88M Shares 257,628 Est. Cost $19.15 Unrealized +52.2%
ROYAL DUTCH SHELL 1.2%
Value $10.72M Shares 197,215 Est. Cost $52.27 Unrealized
MET METLIFE INC. 1.2%
Value $10.64M Shares 197,506 Est. Cost $25.87 Unrealized +30.4%
AIG AMERICAN INT'L GROUP INC. 1.1%
Value $10.53M Shares 161,215 Est. Cost $34.89 Unrealized +42.8%
GLW CORNING INC. 1.1%
Value $10.38M Shares 427,741 Est. Cost $11.17 Unrealized +66.8%
BAC BANK OF AMERICA CORPORATION 1.1%
Value $10.12M Shares 457,961 Est. Cost $11.16 Unrealized +40.5%
CSCO CISCO SYSTEMS INC. 1.1%
Value $10.07M Shares 333,371 Est. Cost $21.10 Unrealized +9.2%
PG PROCTER & GAMBLE CO 1.1%
Value $10.01M Shares 119,056 Est. Cost $60.24 Unrealized +10.8%
MSFT MICROSOFT CORP. 1.0%
Value $9.448M Shares 152,042 Est. Cost $38.54 Unrealized +40.0%
VZ VERIZON COMMUNICATIONS 1.0%
Value $9.23M Shares 177,572 Est. Cost $26.96 Unrealized +14.9%
SAP SAP SE 1.0%
Value $9.086M Shares 105,123 Est. Cost $71.42 Unrealized
C CITIGROUP INC. 1.0%
Value $8.93M Shares 150,259 Est. Cost $35.16 Unrealized +15.6%
WFC WELLS FARGO & CO NEW 0.9%
Value $8.148M Shares 184,013 Est. Cost $27.87 Unrealized +40.0%
THOMSON REUTERS CORP 0.8%
Value $7.796M Shares 178,320 Est. Cost $47.35 Unrealized
BED BATH & BEYOND 0.8%
Value $7.078M Shares 174,170 Est. Cost $54.88 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC. 0.7%
Value $6.74M Shares 51,837 Est. Cost $69.82 Unrealized +42.4%
EMR EMERSON ELECTRIC COMPANY 0.7%
Value $6.098M Shares 109,375 Est. Cost $41.04 Unrealized +4.4%
SPG SIMON PROPERTY GROUP INC. 0.7%
Value $5.969M Shares 33,595 Est. Cost $111.40 Unrealized +3.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.6%
Value $5.59M Shares 83,140 Est. Cost $53.16 Unrealized +5.0%
MGA MAGNA INTL INC 0.6%
Value $5.414M Shares 121,900 Est. Cost $29.56 Unrealized +8.1%
PFE PFIZER INC 0.5%
Value $4.91M Shares 151,163 Est. Cost $17.12 Unrealized +19.8%
CPT CAMDEN PROPERTY TRUST 0.5%
Value $4.843M Shares 57,610 Est. Cost $53.15 Unrealized +9.5%
GLAXOSMITHKLINE PLC 0.5%
Value $4.577M Shares 118,855 Est. Cost $42.84 Unrealized
BDN BRANDYWINE REALTY TRUST 0.4%
Value $4.115M Shares 249,225 Est. Cost $14.87 Unrealized
CVX CHEVRON CORP. 0.4%
Value $4.072M Shares 34,595 Est. Cost $62.49 Unrealized +18.1%
HON HONEYWELL INTL INC 0.4%
Value $3.978M Shares 34,335 Est. Cost $57.44 Unrealized +46.6%
ING ING GROEP N V 0.4%
Value $3.736M Shares 264,985 Est. Cost $10.54 Unrealized
UNP UNION PACIFIC CORP. 0.4%
Value $3.561M Shares 36,510 Est. Cost $67.77 Unrealized +18.5%
XOM EXXON MOBIL CORP. 0.4%
Value $3.35M Shares 37,117 Est. Cost $53.96 Unrealized +7.8%
INN SUMMIT HOTEL PROPERTIES INC. 0.4%
Value $3.29M Shares 205,234 Est. Cost $11.94 Unrealized
WMT WAL MART STORES INC 0.4%
Value $3.223M Shares 44,696 Est. Cost $18.89 Unrealized +5.4%
ORCL ORACLE CORP 0.3%
Value $3.143M Shares 81,750 Est. Cost $30.63 Unrealized +11.4%
SUNCOR ENERGY INC 0.3%
Value $2.98M Shares 91,230 Est. Cost $32.41 Unrealized
VODAFONE GROUP PLC 0.3%
Value $2.977M Shares 102,119 Est. Cost $31.72 Unrealized
TOTAL S A 0.3%
Value $2.877M Shares 60,319 Est. Cost $51.18 Unrealized
TRNO TERRENO REALTY CORP. 0.3%
Value $2.853M Shares 100,137 Est. Cost $19.64 Unrealized
KO COCA-COLA COMPANY 0.3%
Value $2.441M Shares 58,865 Est. Cost $26.96 Unrealized +15.8%
ABBNY ABB LTD. 0.3%
Value $2.416M Shares 114,656 Est. Cost $21.53 Unrealized
BROOKFIELD ASSET MGMT INC. 0.3%
Value $2.386M Shares 72,386 Est. Cost $31.54 Unrealized
TECK TECK RESOURCES LTD. 0.2%
Value $2.265M Shares 113,310 Est. Cost $24.85 Unrealized -12.9%
SNY SANOFI AVENTIS 0.2%
Value $2.25M Shares 55,633 Est. Cost $48.31 Unrealized
ORANY ORANGE 0.2%
Value $2.136M Shares 141,086 Est. Cost $13.34 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD. 0.2%
Value $2.133M Shares 58,854 Est. Cost $44.77 Unrealized
BCS BARCLAYS PLC 0.2%
Value $1.949M Shares 177,204 Est. Cost $14.41 Unrealized
WELL WELLTOWER INC. 0.2%
Value $1.659M Shares 22,190 Est. Cost $44.67 Unrealized +5.9%
GM GENERAL MOTORS CORP. 0.2%
Value $1.635M Shares 46,923 Est. Cost $24.00 Unrealized +17.3%
CHINA MOBILE LIMITED 0.2%
Value $1.4M Shares 26,698 Est. Cost $51.35 Unrealized
MRK MERCK & CO. INC. 0.1%
Value $1.36M Shares 23,105 Est. Cost $34.24 Unrealized +28.7%
BARRICK GOLD INC. 0.1%
Value $1.186M Shares 74,177 Est. Cost $17.45 Unrealized
CAE CAE INC. 0.1%
Value $742K Shares 53,100 Est. Cost $9.37 Unrealized +45.5%
UNILEVER 0.0%
Value $293K Shares 6,190 Est. Cost $27.95 Unrealized
NATIONAL GRID PLC 0.0%
Value $275K Shares 4,715 Est. Cost $56.65 Unrealized
CONTROL4 CORPORATION 0.0%
Value $124K Shares 12,116 Est. Cost $8.16 Unrealized
NGD NEW GOLD INC. CDA 0.0%
Value $94,000 Shares 14,840 Est. Cost $2.86 Unrealized +32.5%
HBM HUDBAY MINERALS INC. 0.0%
Value $57,000 Shares 9,935 Est. Cost $6.22 Unrealized -14.0%
EXFO INC. 0.0%
Value $46,000 Shares 10,565 Est. Cost $5.00 Unrealized
CELESTICA INC. 0.0%
Value $39,000 Shares 3,280 Est. Cost $9.28 Unrealized
SIERRA WIRELESS INC 0.0%
Value $24,000 Shares 1,520 Est. Cost $14.24 Unrealized
PRIMERO MINING CORP 0.0%
Value $21,000 Shares 26,275 Est. Cost $2.40 Unrealized