NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $582,222 (100.0% shares, 0.0% debt)

Holdings (95)

TD TORONTO DOMINION BK ONT 4.5%
Value ($000) $26,027 Shares 331,600 Est. Cost $58.52 Unrealized +1.8%
RY ROYAL BK CDA MONTREAL QUE 3.8%
Value ($000) $22,032 Shares 212,790 Est. Cost $81.18 Unrealized -3.4%
CNQ CANADIAN NAT RES LTD 2.9%
Value ($000) $16,703 Shares 395,800 Est. Cost $11.28 Unrealized +4.7%
TEMPLETON GLOBAL INCOME FD 2.7%
Value ($000) $15,771 Shares 1,995,000 Est. Cost $8.07 Unrealized
V VISA INC 2.4%
Value ($000) $14,258 Shares 85,058 Est. Cost $114.76 Unrealized +17.7%
SLF SUN LIFE FINL INC 2.3%
Value ($000) $13,330 Shares 259,600 Est. Cost $41.86 Unrealized -4.4%
BNS BANK N S HALIFAX 2.3%
Value ($000) $13,204 Shares 171,500 Est. Cost $39.46 Unrealized 0.0%
MFC MANULIFE FINL CORP 2.1%
Value ($000) $12,129 Shares 525,300 Est. Cost $20.01 Unrealized -9.2%
CM CDN IMPERIAL BK COMM TORONTO 2.0%
Value ($000) $11,570 Shares 95,600 Est. Cost $32.17 Unrealized +0.3%
SU SUNCOR ENERGY INC NEW 1.9%
Value ($000) $11,325 Shares 226,600 Est. Cost $26.49 Unrealized +15.0%
ENB ENBRIDGE INC 1.9%
Value ($000) $11,129 Shares 266,500 Est. Cost $21.38 Unrealized +2.8%
MSFT MICROSOFT CORP 1.8%
Value ($000) $10,517 Shares 91,960 Est. Cost $84.31 Unrealized +19.6%
CNI CANADIAN NATL RY CO 1.8%
Value ($000) $10,498 Shares 90,600 Est. Cost $66.69 Unrealized +14.0%
HD HOME DEPOT INC 1.6%
Value ($000) $9,340 Shares 41,230 Est. Cost $157.61 Unrealized +6.6%
TRANSCANADA CORP 1.5%
Value ($000) $8,783 Shares 168,070 Est. Cost $53.28 Unrealized
HYG ISHARES TR 1.5%
Value ($000) $8,644 Shares 100,000 Est. Cost Unrealized
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $8,451 Shares 147,000 Est. Cost $50.86 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $8,322 Shares 169,900 Est. Cost $24.83 Unrealized +11.4%
NTR NUTRIEN LTD 1.4%
Value ($000) $8,278 Shares 111,000 Est. Cost $39.21 Unrealized +9.9%
VLO VALERO ENERGY CORP NEW 1.4%
Value ($000) $8,270 Shares 72,700 Est. Cost $77.00 Unrealized +9.4%
C CITIGROUP INC 1.4%
Value ($000) $8,265 Shares 109,065 Est. Cost $55.97 Unrealized -2.1%
BEN FRANKLIN RES INC 1.4%
Value ($000) $8,226 Shares 270,500 Est. Cost $24.54 Unrealized -7.1%
GOOGL ALPHABET INC 1.4%
Value ($000) $8,087 Shares 6,700 Est. Cost $55.41 Unrealized +8.4%
MTB M & T BK CORP 1.4%
Value ($000) $7,898 Shares 48,000 Est. Cost $144.07 Unrealized -4.4%
L BRANDS INC 1.4%
Value ($000) $7,878 Shares 260,000 Est. Cost $37.52 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $7,786 Shares 69,000 Est. Cost $91.43 Unrealized +1.3%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $7,647 Shares 87,839 Est. Cost $67.79 Unrealized 0.0%
TECK TECK RESOURCES LTD 1.3%
Value ($000) $7,565 Shares 243,000 Est. Cost $26.81 Unrealized -10.3%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $7,541 Shares 28,435 Est. Cost $206.92 Unrealized +9.0%
MRK MERCK & CO INC 1.3%
Value ($000) $7,492 Shares 94,400 Est. Cost $43.22 Unrealized +17.2%
SHAW COMMUNICATIONS INC 1.2%
Value ($000) $6,871 Shares 273,000 Est. Cost $24.88 Unrealized
GIL GILDAN ACTIVEWEAR INC 1.2%
Value ($000) $6,760 Shares 172,000 Est. Cost $26.87 Unrealized -4.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $6,457 Shares 65,636 Est. Cost $68.14 Unrealized +12.0%
MGA MAGNA INTL INC 1.1%
Value ($000) $6,446 Shares 95,000 Est. Cost $44.46 Unrealized 0.0%
DELPHI TECHNOLOGIES PLC 1.1%
Value ($000) $6,335 Shares 202,000 Est. Cost $34.59 Unrealized
L3 TECHNOLOGIES INC 1.1%
Value ($000) $6,272 Shares 29,500 Est. Cost $208.00 Unrealized
UNP UNION PAC CORP 1.1%
Value ($000) $6,155 Shares 37,800 Est. Cost $113.06 Unrealized +13.0%
BAC BANK AMER CORP 1.0%
Value ($000) $6,010 Shares 204,000 Est. Cost $25.47 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $5,957 Shares 35,000 Est. Cost $140.78 Unrealized +6.0%
AAPL APPLE INC 1.0%
Value ($000) $5,779 Shares 25,600 Est. Cost $49.27 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $5,587 Shares 21,000 Est. Cost $203.22 Unrealized +13.5%
CEF SPROTT PHYSICAL GOLD & SILVE 0.9%
Value ($000) $5,436 Shares 360,000 Est. Cost $13.38 Unrealized
BROOKFIELD PPTY PARTNERS L P 0.9%
Value ($000) $5,374 Shares 198,960 Est. Cost $25.64 Unrealized
CCL CARNIVAL CORP 0.9%
Value ($000) $5,293 Shares 83,000 Est. Cost $59.79 Unrealized -4.9%
CCI CROWN CASTLE INTL CORP NEW 0.9%
Value ($000) $5,233 Shares 47,000 Est. Cost $77.31 Unrealized +5.2%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $5,196 Shares 31,000 Est. Cost $32.06 Unrealized +10.6%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $5,167 Shares 22,000 Est. Cost $175.42 Unrealized +15.8%
SYF SYNCHRONY FINL 0.9%
Value ($000) $5,128 Shares 165,000 Est. Cost $28.29 Unrealized -6.5%
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $5,092 Shares 89,689 Est. Cost $47.41 Unrealized -1.9%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $4,997 Shares 52,300 Est. Cost $74.90 Unrealized +4.5%
HDB HDFC BANK LTD 0.8%
Value ($000) $4,890 Shares 40,228 Est. Cost $101.48 Unrealized
FDX FEDEX CORP 0.8%
Value ($000) $4,816 Shares 20,000 Est. Cost $212.22 Unrealized 0.0%
EOG EOG RES INC 0.8%
Value ($000) $4,593 Shares 36,000 Est. Cost $80.82 Unrealized +13.1%
DOWDUPONT INC 0.8%
Value ($000) $4,510 Shares 70,126 Est. Cost $63.75 Unrealized
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $4,492 Shares 54,000 Est. Cost $83.19 Unrealized
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $4,404 Shares 30,000 Est. Cost $85.71 Unrealized +1.0%
ADBE ADOBE SYS INC 0.7%
Value ($000) $4,319 Shares 16,000 Est. Cost $203.33 Unrealized +26.8%
AER AERCAP HOLDINGS NV 0.7%
Value ($000) $4,285 Shares 74,500 Est. Cost $52.13 Unrealized +6.7%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $4,235 Shares 110,000 Est. Cost $27.88 Unrealized +25.3%
AIG AMERICAN INTL GROUP INC 0.7%
Value ($000) $4,099 Shares 77,000 Est. Cost $44.18 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $4,037 Shares 114,000 Est. Cost $31.79 Unrealized -7.7%
CLX CLOROX CO DEL 0.7%
Value ($000) $4,022 Shares 20,700 Est. Cost $106.39 Unrealized +7.7%
GIS GENERAL MLS INC 0.7%
Value ($000) $3,975 Shares 71,700 Est. Cost $38.23 Unrealized -8.5%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $3,973 Shares 64,000 Est. Cost $46.78 Unrealized -3.9%
AMZN AMAZON COM INC 0.7%
Value ($000) $3,899 Shares 1,507 Est. Cost $94.03 Unrealized 0.0%
VMC VULCAN MATLS CO 0.7%
Value ($000) $3,892 Shares 35,000 Est. Cost $117.04 Unrealized -7.1%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $3,778 Shares 8,300 Est. Cost $127.08 Unrealized +9.1%
NVDA NVIDIA CORP 0.6%
Value ($000) $3,653 Shares 13,000 Est. Cost $5.87 Unrealized +9.7%
XYL XYLEM INC 0.6%
Value ($000) $3,594 Shares 45,000 Est. Cost $66.83 Unrealized +2.2%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $3,488 Shares 24,000 Est. Cost $125.72 Unrealized +0.6%
HRL HORMEL FOODS CORP 0.6%
Value ($000) $3,354 Shares 65,900 Est. Cost $27.67 Unrealized +14.1%
HPQ HP INC 0.6%
Value ($000) $3,345 Shares 129,800 Est. Cost $17.32 Unrealized +8.5%
BA BOEING CO 0.5%
Value ($000) $3,161 Shares 8,500 Est. Cost $339.07 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.5%
Value ($000) $3,106 Shares 153,000 Est. Cost $18.88 Unrealized -12.1%
CAKE CHEESECAKE FACTORY INC 0.5%
Value ($000) $2,945 Shares 55,000 Est. Cost $46.18 Unrealized 0.0%
WY WEYERHAEUSER CO 0.5%
Value ($000) $2,904 Shares 90,000 Est. Cost $25.91 Unrealized -0.0%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $2,887 Shares 65,800 Est. Cost $27.25 Unrealized +0.3%
GOOG ALPHABET INC 0.5%
Value ($000) $2,869 Shares 1,861 Est. Cost $54.79 Unrealized +8.5%
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $2,715 Shares 56,100 Est. Cost $45.94 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $2,687 Shares 13,269 Est. Cost $123.54 Unrealized +10.9%
APTIV PLC 0.4%
Value ($000) $2,584 Shares 30,800 Est. Cost $84.97 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $2,445 Shares 11,510 Est. Cost $178.31 Unrealized +0.8%
WESTROCK CO 0.4%
Value ($000) $2,405 Shares 45,000 Est. Cost $57.02 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $2,365 Shares 17,000 Est. Cost $90.90 Unrealized +28.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,246 Shares 20,447 Est. Cost $58.19 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $1,991 Shares 33,367 Est. Cost $34.02 Unrealized +6.7%
BLACKROCK INC 0.3%
Value ($000) $1,885 Shares 4,000 Est. Cost $541.77 Unrealized
STN STANTEC INC 0.3%
Value ($000) $1,864 Shares 58,000 Est. Cost $33.81 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $1,845 Shares 18,000 Est. Cost $68.99 Unrealized -0.4%
TAP MOLSON COORS BREWING CO 0.3%
Value ($000) $1,845 Shares 30,000 Est. Cost $54.30 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $1,568 Shares 12,641 Est. Cost $89.12 Unrealized +9.5%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,221 Shares 22,000 Est. Cost $35.06 Unrealized +1.5%
COTT CORP QUE 0.2%
Value ($000) $1,043 Shares 50,000 Est. Cost $18.95 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $889 Shares 10,333 Est. Cost $51.34 Unrealized +19.7%
MOGO FIN TECHNOLOGY INC 0.1%
Value ($000) $588 Shares 147,341 Est. Cost $3.99 Unrealized