NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value ($000): $606,999 (100.0% shares, 0.0% debt)

Holdings (104)

TD TORONTO DOMINION BK ONT 3.6%
Value ($000) $21,824 Shares 321,600 Est. Cost $58.52 Unrealized -6.5%
RY ROYAL BK CDA MONTREAL QUE 3.3%
Value ($000) $19,883 Shares 212,790 Est. Cost $81.18 Unrealized -10.1%
C CITIGROUP INC 2.7%
Value ($000) $16,607 Shares 319,000 Est. Cost $51.62 Unrealized -4.4%
TEMPLETON GLOBAL INCOME FD 2.7%
Value ($000) $16,422 Shares 1,995,000 Est. Cost $8.07 Unrealized
CNQ CANADIAN NAT RES LTD 2.7%
Value ($000) $16,332 Shares 495,800 Est. Cost $10.91 Unrealized -13.5%
SU SUNCOR ENERGY INC NEW 2.3%
Value ($000) $13,673 Shares 358,600 Est. Cost $25.97 Unrealized -3.5%
BNS BANK N S HALIFAX 2.2%
Value ($000) $13,440 Shares 197,500 Est. Cost $39.12 Unrealized -5.8%
V VISA INC 2.1%
Value ($000) $12,863 Shares 85,058 Est. Cost $114.76 Unrealized +14.5%
ENB ENBRIDGE INC 2.1%
Value ($000) $12,659 Shares 298,500 Est. Cost $21.26 Unrealized -4.8%
SLF SUN LIFE FINL INC 1.9%
Value ($000) $11,757 Shares 259,600 Est. Cost $41.86 Unrealized -13.6%
HD HOME DEPOT INC 1.8%
Value ($000) $11,179 Shares 60,230 Est. Cost $155.33 Unrealized -3.2%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $11,031 Shares 113,000 Est. Cost $89.91 Unrealized -2.6%
EA ELECTRONIC ARTS INC 1.7%
Value ($000) $10,495 Shares 133,000 Est. Cost $89.19 Unrealized 0.0%
MFC MANULIFE FINL CORP 1.7%
Value ($000) $10,466 Shares 540,300 Est. Cost $19.90 Unrealized -20.3%
AAPL APPLE INC 1.7%
Value ($000) $10,348 Shares 65,600 Est. Cost $47.28 Unrealized -2.7%
CM CDN IMPERIAL BK COMM TORONTO 1.6%
Value ($000) $9,721 Shares 95,600 Est. Cost $32.17 Unrealized -6.1%
MSFT MICROSOFT CORP 1.5%
Value ($000) $9,340 Shares 91,960 Est. Cost $84.31 Unrealized +18.6%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $9,161 Shares 90,600 Est. Cost $66.69 Unrealized +8.7%
TRANSCANADA CORP 1.4%
Value ($000) $8,681 Shares 178,070 Est. Cost $53.03 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $8,539 Shares 87,839 Est. Cost $67.79 Unrealized +10.3%
CAKE CHEESECAKE FACTORY INC 1.4%
Value ($000) $8,267 Shares 190,000 Est. Cost $42.98 Unrealized -3.0%
BEN FRANKLIN RES INC 1.3%
Value ($000) $8,023 Shares 270,500 Est. Cost $24.54 Unrealized -10.6%
MRK MERCK & CO INC 1.3%
Value ($000) $7,596 Shares 85,400 Est. Cost $43.22 Unrealized +30.7%
UNP UNION PAC CORP 1.2%
Value ($000) $7,299 Shares 52,800 Est. Cost $116.86 Unrealized +8.2%
TECK TECK RESOURCES LTD 1.2%
Value ($000) $7,142 Shares 243,000 Est. Cost $26.81 Unrealized -19.1%
VLO VALERO ENERGY CORP NEW 1.2%
Value ($000) $7,122 Shares 95,000 Est. Cost $74.31 Unrealized -11.8%
NTR NUTRIEN LTD 1.2%
Value ($000) $7,117 Shares 111,000 Est. Cost $39.21 Unrealized +4.2%
PFE PFIZER INC 1.2%
Value ($000) $7,104 Shares 144,100 Est. Cost $24.83 Unrealized +20.9%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $7,053 Shares 28,435 Est. Cost $206.92 Unrealized +11.3%
GOOGL ALPHABET INC 1.2%
Value ($000) $7,001 Shares 6,700 Est. Cost $55.41 Unrealized -3.2%
BROOKFIELD ASSET MGMT INC 1.1%
Value ($000) $6,959 Shares 133,000 Est. Cost $50.86 Unrealized
FDX FEDEX CORP 1.1%
Value ($000) $6,937 Shares 43,000 Est. Cost $198.13 Unrealized -6.2%
SHAW COMMUNICATIONS INC 1.1%
Value ($000) $6,746 Shares 273,000 Est. Cost $24.88 Unrealized
TAP MOLSON COORS BREWING CO 1.1%
Value ($000) $6,739 Shares 120,000 Est. Cost $51.71 Unrealized -1.7%
L BRANDS INC 1.1%
Value ($000) $6,674 Shares 260,000 Est. Cost $37.52 Unrealized
TXN TEXAS INSTRS INC 1.1%
Value ($000) $6,615 Shares 70,000 Est. Cost $79.11 Unrealized 0.0%
DELPHI TECHNOLOGIES PLC 1.1%
Value ($000) $6,544 Shares 457,000 Est. Cost $23.28 Unrealized
MGA MAGNA INTL INC 1.1%
Value ($000) $6,507 Shares 105,000 Est. Cost $43.90 Unrealized -12.1%
CEF SPROTT PHYSICAL GOLD & SILVE 1.0%
Value ($000) $6,158 Shares 360,000 Est. Cost $13.38 Unrealized
BLACKROCK INC 1.0%
Value ($000) $6,089 Shares 15,500 Est. Cost $431.27 Unrealized
DOWDUPONT INC 1.0%
Value ($000) $6,050 Shares 113,126 Est. Cost $59.85 Unrealized
CSL CARLISLE COS INC 1.0%
Value ($000) $6,031 Shares 60,000 Est. Cost $94.22 Unrealized 0.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $5,970 Shares 65,636 Est. Cost $68.14 Unrealized +13.2%
HDB HDFC BANK LTD 0.9%
Value ($000) $5,689 Shares 40,228 Est. Cost $101.48 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,585 Shares 74,447 Est. Cost $56.89 Unrealized -0.9%
SYF SYNCHRONY FINL 0.9%
Value ($000) $5,396 Shares 230,000 Est. Cost $26.69 Unrealized -15.2%
ARCC ARES CAP CORP 0.9%
Value ($000) $5,317 Shares 250,000 Est. Cost $8.36 Unrealized 0.0%
TJX TJX COS INC NEW 0.9%
Value ($000) $5,302 Shares 118,500 Est. Cost $45.89 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $5,232 Shares 21,000 Est. Cost $203.22 Unrealized +15.7%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $4,989 Shares 52,300 Est. Cost $74.90 Unrealized +6.4%
THO THOR INDS INC 0.8%
Value ($000) $4,940 Shares 95,000 Est. Cost $57.93 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $4,935 Shares 35,000 Est. Cost $140.78 Unrealized +1.5%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,867 Shares 28,000 Est. Cost $32.06 Unrealized +14.3%
MTB M & T BK CORP 0.8%
Value ($000) $4,866 Shares 34,000 Est. Cost $144.07 Unrealized -11.5%
MEOH METHANEX CORP 0.8%
Value ($000) $4,793 Shares 73,000 Est. Cost $62.41 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.8%
Value ($000) $4,792 Shares 49,000 Est. Cost $103.40 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $4,516 Shares 50,000 Est. Cost $84.46 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $4,482 Shares 22,000 Est. Cost $175.42 Unrealized +15.1%
CCI CROWN CASTLE INTL CORP NEW 0.7%
Value ($000) $4,345 Shares 40,000 Est. Cost $77.31 Unrealized +4.8%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $4,200 Shares 27,000 Est. Cost $85.71 Unrealized +0.8%
STN STANTEC INC 0.7%
Value ($000) $4,068 Shares 136,000 Est. Cost $31.57 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $4,040 Shares 76,000 Est. Cost $37.93 Unrealized -13.1%
XYL XYLEM INC 0.7%
Value ($000) $4,003 Shares 60,000 Est. Cost $66.01 Unrealized -3.7%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $3,887 Shares 110,000 Est. Cost $27.88 Unrealized +30.1%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $3,882 Shares 114,000 Est. Cost $31.79 Unrealized -4.3%
NVDA NVIDIA CORP 0.6%
Value ($000) $3,738 Shares 28,000 Est. Cost $5.27 Unrealized -10.0%
GIL GILDAN ACTIVEWEAR INC 0.6%
Value ($000) $3,647 Shares 88,000 Est. Cost $26.87 Unrealized +2.2%
ADBE ADOBE INC 0.6%
Value ($000) $3,620 Shares 16,000 Est. Cost $203.33 Unrealized +18.7%
CLX CLOROX CO DEL 0.6%
Value ($000) $3,472 Shares 16,500 Est. Cost $106.39 Unrealized +18.9%
PSX PHILLIPS 66 0.6%
Value ($000) $3,446 Shares 40,000 Est. Cost $73.27 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.6%
Value ($000) $3,437 Shares 20,000 Est. Cost $168.62 Unrealized 0.0%
BB&T CORP 0.6%
Value ($000) $3,379 Shares 78,000 Est. Cost $43.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $3,327 Shares 64,000 Est. Cost $46.78 Unrealized -12.4%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $3,266 Shares 8,300 Est. Cost $127.08 Unrealized -0.4%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $3,122 Shares 24,000 Est. Cost $125.72 Unrealized -1.3%
CB CHUBB LIMITED 0.5%
Value ($000) $3,100 Shares 24,000 Est. Cost $114.50 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $3,090 Shares 1,507 Est. Cost $94.03 Unrealized -11.6%
AL AIR LEASE CORP 0.5%
Value ($000) $3,051 Shares 101,000 Est. Cost $33.43 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $3,047 Shares 52,300 Est. Cost $27.67 Unrealized +29.0%
WY WEYERHAEUSER CO 0.5%
Value ($000) $2,886 Shares 132,000 Est. Cost $24.07 Unrealized -16.4%
NWL NEWELL BRANDS INC 0.5%
Value ($000) $2,844 Shares 153,000 Est. Cost $18.88 Unrealized -24.8%
BA BOEING CO 0.5%
Value ($000) $2,741 Shares 8,500 Est. Cost $339.07 Unrealized -1.2%
ECL ECOLAB INC 0.4%
Value ($000) $2,669 Shares 13,269 Est. Cost $123.54 Unrealized +14.5%
BERRY GLOBAL GROUP INC 0.4%
Value ($000) $2,666 Shares 56,100 Est. Cost $45.94 Unrealized
HPQ HP INC 0.4%
Value ($000) $2,656 Shares 129,800 Est. Cost $17.32 Unrealized +5.3%
GOOG ALPHABET INC 0.4%
Value ($000) $2,631 Shares 1,861 Est. Cost $54.79 Unrealized -3.0%
L3 TECHNOLOGIES INC 0.4%
Value ($000) $2,344 Shares 13,500 Est. Cost $208.00 Unrealized
WESTROCK CO 0.4%
Value ($000) $2,341 Shares 62,000 Est. Cost $51.74 Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.4%
Value ($000) $2,228 Shares 50,000 Est. Cost $56.22 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value ($000) $2,157 Shares 33,367 Est. Cost $34.02 Unrealized +12.9%
META FACEBOOK INC 0.3%
Value ($000) $2,060 Shares 11,510 Est. Cost $178.31 Unrealized -19.3%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,968 Shares 9,113 Est. Cost $129.50 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $1,919 Shares 65,800 Est. Cost $27.25 Unrealized -10.8%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,553 Shares 24,689 Est. Cost $47.41 Unrealized -11.3%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,500 Shares 12,641 Est. Cost $89.12 Unrealized -0.5%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,369 Shares 11,000 Est. Cost $90.90 Unrealized +38.7%
CANADIAN PAC RY LTD 0.2%
Value ($000) $1,211 Shares 5,000 Est. Cost $242.20 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,202 Shares 22,000 Est. Cost $35.06 Unrealized +2.1%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $1,038 Shares 10,333 Est. Cost $51.34 Unrealized +33.9%
THL CREDIT INC 0.1%
Value ($000) $605 Shares 72,894 Est. Cost $8.30 Unrealized
MOGO FIN TECHNOLOGY INC 0.1%
Value ($000) $469 Shares 147,341 Est. Cost $3.99 Unrealized
FIAT CHRYSLER AUTOMOBILES N 0.1%
Value ($000) $397 Shares 20,109 Est. Cost $19.74 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $257 Shares 1,837 Est. Cost $109.77 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $256 Shares 2,556 Est. Cost $70.60 Unrealized 0.0%