NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $514,904 (100.0% shares, 0.0% debt)

Holdings (93)

TD TORONTO DOMINION BK ONT 5.1%
Value ($000) $26,145 Shares 343,600 Est. Cost $58.52 Unrealized -2.2%
RY ROYAL BK CDA MONTREAL QUE 4.1%
Value ($000) $21,064 Shares 212,790 Est. Cost $81.18 Unrealized -5.7%
TEMPLETON GLOBAL INCOME FD 3.1%
Value ($000) $16,104 Shares 1,995,000 Est. Cost $8.07 Unrealized
V VISA INC 2.7%
Value ($000) $13,977 Shares 92,473 Est. Cost $114.76 Unrealized +6.4%
CNQ CANADIAN NAT RES LTD 2.7%
Value ($000) $13,798 Shares 290,800 Est. Cost $11.09 Unrealized +5.7%
C CITIGROUP INC 2.5%
Value ($000) $12,716 Shares 179,198 Est. Cost $55.97 Unrealized -5.3%
ENB ENBRIDGE INC 2.4%
Value ($000) $12,526 Shares 266,500 Est. Cost $21.38 Unrealized -7.5%
MFC MANULIFE FINL CORP 2.4%
Value ($000) $12,408 Shares 525,300 Est. Cost $20.01 Unrealized -5.8%
SLF SUN LIFE FINL INC 2.3%
Value ($000) $11,813 Shares 223,600 Est. Cost $42.16 Unrealized -1.8%
CM CDN IMPERIAL BK COMM TORONTO 2.2%
Value ($000) $11,505 Shares 100,600 Est. Cost $32.17 Unrealized -5.0%
SU SUNCOR ENERGY INC NEW 2.0%
Value ($000) $10,518 Shares 196,600 Est. Cost $25.89 Unrealized +12.8%
MSFT MICROSOFT CORP 1.9%
Value ($000) $9,872 Shares 98,160 Est. Cost $84.31 Unrealized +6.5%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $9,742 Shares 90,600 Est. Cost $66.69 Unrealized +3.4%
L BRANDS INC 1.9%
Value ($000) $9,589 Shares 260,000 Est. Cost $37.52 Unrealized
TRANSCANADA CORP 1.9%
Value ($000) $9,560 Shares 168,070 Est. Cost $53.28 Unrealized
HYG ISHARES TR 1.7%
Value ($000) $8,508 Shares 100,000 Est. Cost Unrealized
MTB M & T BK CORP 1.5%
Value ($000) $7,487 Shares 44,000 Est. Cost $144.65 Unrealized -2.2%
HD HOME DEPOT INC 1.4%
Value ($000) $7,228 Shares 32,249 Est. Cost $154.72 Unrealized +0.2%
BEN FRANKLIN RES INC 1.4%
Value ($000) $7,211 Shares 225,000 Est. Cost $24.89 Unrealized -5.4%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $7,190 Shares 69,000 Est. Cost $91.43 Unrealized -2.6%
BROOKFIELD ASSET MGMT INC 1.4%
Value ($000) $7,146 Shares 134,000 Est. Cost $50.22 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $7,001 Shares 6,200 Est. Cost $55.03 Unrealized -1.9%
HDB HDFC BANK LTD 1.4%
Value ($000) $6,990 Shares 50,631 Est. Cost $101.48 Unrealized
GGP INC 1.3%
Value ($000) $6,866 Shares 270,000 Est. Cost $21.38 Unrealized
TECK TECK RESOURCES LTD 1.3%
Value ($000) $6,731 Shares 201,000 Est. Cost $27.39 Unrealized -2.2%
NTR NUTRIEN LTD 1.3%
Value ($000) $6,508 Shares 91,000 Est. Cost $38.36 Unrealized -0.1%
GIL GILDAN ACTIVEWEAR INC 1.2%
Value ($000) $6,369 Shares 172,000 Est. Cost $26.87 Unrealized -4.7%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $6,169 Shares 26,723 Est. Cost $205.72 Unrealized +1.1%
SHAW COMMUNICATIONS INC 1.2%
Value ($000) $5,972 Shares 223,000 Est. Cost $24.82 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $5,789 Shares 85,700 Est. Cost $42.47 Unrealized +4.8%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $5,726 Shares 35,000 Est. Cost $140.78 Unrealized -1.0%
L3 TECHNOLOGIES INC 1.1%
Value ($000) $5,673 Shares 29,500 Est. Cost $208.00 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $5,664 Shares 140,300 Est. Cost $24.24 Unrealized +0.3%
ADBE ADOBE SYS INC 1.1%
Value ($000) $5,608 Shares 23,000 Est. Cost $203.33 Unrealized +16.3%
CEF SPROTT PHYSICAL GOLD & SILVE 1.0%
Value ($000) $5,362 Shares 325,000 Est. Cost $13.20 Unrealized
UNP UNION PAC CORP 1.0%
Value ($000) $5,356 Shares 37,800 Est. Cost $113.06 Unrealized +4.1%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $5,152 Shares 21,000 Est. Cost $203.22 Unrealized +4.4%
MDT MEDTRONIC PLC 1.0%
Value ($000) $5,105 Shares 59,636 Est. Cost $67.32 Unrealized +1.8%
CCI CROWN CASTLE INTL CORP NEW 1.0%
Value ($000) $5,068 Shares 47,000 Est. Cost $77.31 Unrealized -2.9%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $4,677 Shares 28,000 Est. Cost $31.70 Unrealized +5.4%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $4,517 Shares 52,300 Est. Cost $74.90 Unrealized -3.0%
VMC VULCAN MATLS CO 0.9%
Value ($000) $4,517 Shares 35,000 Est. Cost $117.04 Unrealized -1.5%
EOG EOG RES INC 0.9%
Value ($000) $4,479 Shares 36,000 Est. Cost $80.82 Unrealized +7.9%
DOWDUPONT INC 0.8%
Value ($000) $4,293 Shares 65,126 Est. Cost $63.71 Unrealized
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $4,181 Shares 66,457 Est. Cost $47.72 Unrealized -9.2%
AER AERCAP HOLDINGS NV 0.8%
Value ($000) $4,119 Shares 75,700 Est. Cost $52.13 Unrealized +1.7%
WMT WALMART INC 0.7%
Value ($000) $3,854 Shares 45,000 Est. Cost $28.34 Unrealized -10.9%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3,762 Shares 18,000 Est. Cost $169.26 Unrealized +5.0%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,740 Shares 114,000 Est. Cost $31.79 Unrealized -15.5%
HRL HORMEL FOODS CORP 0.7%
Value ($000) $3,723 Shares 76,100 Est. Cost $27.67 Unrealized +6.4%
CLX CLOROX CO DEL 0.7%
Value ($000) $3,627 Shares 20,400 Est. Cost $106.27 Unrealized -6.9%
VLO VALERO ENERGY CORP NEW 0.7%
Value ($000) $3,624 Shares 32,700 Est. Cost $68.16 Unrealized +21.1%
HCA HCA HEALTHCARE INC 0.7%
Value ($000) $3,591 Shares 35,000 Est. Cost $90.90 Unrealized +3.9%
CCL CARNIVAL CORP 0.7%
Value ($000) $3,439 Shares 60,000 Est. Cost $60.92 Unrealized -3.2%
META FACEBOOK INC 0.7%
Value ($000) $3,422 Shares 13,395 Est. Cost $178.31 Unrealized +0.6%
VET VERMILION ENERGY INC 0.7%
Value ($000) $3,414 Shares 72,000 Est. Cost $34.79 Unrealized -0.6%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $3,400 Shares 40,000 Est. Cost $104.83 Unrealized -12.0%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $3,383 Shares 8,300 Est. Cost $127.08 Unrealized -4.9%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $3,282 Shares 23,700 Est. Cost $85.49 Unrealized -7.1%
WY WEYERHAEUSER CO 0.6%
Value ($000) $3,281 Shares 90,000 Est. Cost $25.91 Unrealized +4.5%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $3,270 Shares 100,000 Est. Cost $27.18 Unrealized +11.0%
CSL CARLISLE COS INC 0.6%
Value ($000) $3,249 Shares 30,000 Est. Cost $99.37 Unrealized -3.0%
GOOG ALPHABET INC 0.6%
Value ($000) $3,146 Shares 2,145 Est. Cost $54.79 Unrealized -2.1%
BLACKROCK INC 0.6%
Value ($000) $3,094 Shares 6,200 Est. Cost $541.77 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $3,080 Shares 13,000 Est. Cost $5.87 Unrealized +2.4%
XYL XYLEM INC 0.6%
Value ($000) $3,032 Shares 45,000 Est. Cost $66.83 Unrealized -0.9%
BROOKFIELD PPTY PARTNERS L P 0.6%
Value ($000) $2,996 Shares 120,000 Est. Cost $24.73 Unrealized
NWL NEWELL BRANDS INC 0.6%
Value ($000) $2,992 Shares 116,000 Est. Cost $19.61 Unrealized -7.1%
HPQ HP INC 0.6%
Value ($000) $2,991 Shares 131,800 Est. Cost $17.32 Unrealized -0.5%
PLAY DAVE & BUSTERS ENTMT INC 0.6%
Value ($000) $2,856 Shares 60,000 Est. Cost $45.04 Unrealized -1.7%
APTIV PLC 0.5%
Value ($000) $2,822 Shares 30,800 Est. Cost $84.97 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $2,817 Shares 15,269 Est. Cost $123.54 Unrealized +7.6%
GIS GENERAL MLS INC 0.5%
Value ($000) $2,671 Shares 45,900 Est. Cost $40.06 Unrealized -16.6%
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $2,577 Shares 56,100 Est. Cost $45.94 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $2,568 Shares 18,000 Est. Cost $125.48 Unrealized +7.1%
WESTROCK CO 0.5%
Value ($000) $2,566 Shares 45,000 Est. Cost $57.02 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.5%
Value ($000) $2,563 Shares 23,000 Est. Cost $108.85 Unrealized -6.1%
USB US BANCORP DEL 0.5%
Value ($000) $2,551 Shares 51,000 Est. Cost $39.24 Unrealized -5.1%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $2,546 Shares 54,200 Est. Cost $27.24 Unrealized +1.6%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,528 Shares 23,818 Est. Cost $68.70 Unrealized -17.6%
SYF SYNCHRONY FINL 0.5%
Value ($000) $2,504 Shares 75,000 Est. Cost $30.49 Unrealized -7.0%
COTT CORP QUE 0.5%
Value ($000) $2,367 Shares 108,700 Est. Cost $18.95 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $2,225 Shares 38,589 Est. Cost $34.02 Unrealized 0.0%
MHK MOHAWK INDS INC 0.4%
Value ($000) $2,143 Shares 10,000 Est. Cost $257.62 Unrealized -15.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,048 Shares 37,000 Est. Cost $48.10 Unrealized -15.5%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $1,977 Shares 18,000 Est. Cost $68.99 Unrealized -0.9%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,970 Shares 9,000 Est. Cost $199.66 Unrealized 0.0%
STN STANTEC INC 0.4%
Value ($000) $1,961 Shares 58,000 Est. Cost $33.81 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,911 Shares 20,000 Est. Cost $81.91 Unrealized -3.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.4%
Value ($000) $1,871 Shares 14,701 Est. Cost $89.12 Unrealized +4.9%
DELPHI TECHNOLOGIES PLC 0.4%
Value ($000) $1,818 Shares 40,000 Est. Cost $47.65 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $850 Shares 9,433 Est. Cost $50.37 Unrealized +15.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $803 Shares 14,900 Est. Cost $34.81 Unrealized -4.2%