NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $669,256 (100.0% shares, 0.0% debt)

Holdings (101)

TD TORONTO DOMINION BK ONT 3.3%
Value ($000) $22,090 Shares 304,600 Est. Cost $58.52 Unrealized -5.5%
RY ROYAL BK CDA MONTREAL QUE 3.2%
Value ($000) $21,453 Shares 212,790 Est. Cost $81.18 Unrealized -6.8%
BNS BANK N S HALIFAX 3.1%
Value ($000) $20,647 Shares 294,500 Est. Cost $38.72 Unrealized -2.1%
CNQ CANADIAN NAT RES LTD 2.7%
Value ($000) $17,824 Shares 485,800 Est. Cost $10.91 Unrealized -14.3%
SU SUNCOR ENERGY INC NEW 2.6%
Value ($000) $17,350 Shares 400,600 Est. Cost $25.84 Unrealized -4.1%
ENB ENBRIDGE INC 2.5%
Value ($000) $16,771 Shares 346,500 Est. Cost $21.49 Unrealized +6.5%
AAPL APPLE INC 2.5%
Value ($000) $16,716 Shares 88,000 Est. Cost $45.54 Unrealized -11.2%
TEMPLETON GLOBAL INCOME FD 2.3%
Value ($000) $15,137 Shares 1,797,938 Est. Cost $8.07 Unrealized
V VISA INC 2.3%
Value ($000) $15,075 Shares 85,058 Est. Cost $114.76 Unrealized +19.7%
MSFT MICROSOFT CORP 2.2%
Value ($000) $14,418 Shares 117,144 Est. Cost $88.18 Unrealized +16.0%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $12,992 Shares 108,600 Est. Cost $67.86 Unrealized +8.6%
MEOH METHANEX CORP 1.8%
Value ($000) $11,765 Shares 155,000 Est. Cost $59.22 Unrealized -4.8%
VLO VALERO ENERGY CORP NEW 1.7%
Value ($000) $11,537 Shares 136,000 Est. Cost $70.72 Unrealized -11.8%
MFC MANULIFE FINL CORP 1.6%
Value ($000) $10,606 Shares 469,300 Est. Cost $19.90 Unrealized -18.3%
SLF SUN LIFE FINL INC 1.5%
Value ($000) $10,299 Shares 200,600 Est. Cost $41.86 Unrealized -12.3%
HD HOME DEPOT INC 1.5%
Value ($000) $10,109 Shares 48,230 Est. Cost $155.33 Unrealized -0.4%
CM CDN IMPERIAL BK COMM TORONTO 1.5%
Value ($000) $10,095 Shares 95,600 Est. Cost $32.17 Unrealized -7.2%
TRANSCANADA CORP 1.5%
Value ($000) $10,088 Shares 168,070 Est. Cost $53.03 Unrealized
EA ELECTRONIC ARTS INC 1.4%
Value ($000) $9,655 Shares 95,000 Est. Cost $89.19 Unrealized +3.3%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $9,624 Shares 87,839 Est. Cost $67.79 Unrealized +21.1%
CAKE CHEESECAKE FACTORY INC 1.4%
Value ($000) $9,295 Shares 190,000 Est. Cost $42.98 Unrealized -7.5%
MTB M & T BK CORP 1.4%
Value ($000) $9,264 Shares 59,000 Est. Cost $138.89 Unrealized -5.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $9,111 Shares 90,000 Est. Cost $89.91 Unrealized -5.1%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $9,107 Shares 30,435 Est. Cost $209.38 Unrealized +16.7%
GOOGL ALPHABET INC 1.4%
Value ($000) $9,062 Shares 7,700 Est. Cost $55.49 Unrealized +1.0%
NTR NUTRIEN LTD 1.3%
Value ($000) $8,951 Shares 127,000 Est. Cost $39.46 Unrealized +4.4%
BAC BANK AMER CORP 1.3%
Value ($000) $8,884 Shares 322,000 Est. Cost $23.89 Unrealized 0.0%
SHAW COMMUNICATIONS INC 1.3%
Value ($000) $8,565 Shares 308,000 Est. Cost $25.22 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $8,400 Shares 135,000 Est. Cost $51.62 Unrealized -5.5%
BROOKFIELD ASSET MGMT INC 1.2%
Value ($000) $8,281 Shares 133,000 Est. Cost $50.86 Unrealized
MRK MERCK & CO INC 1.2%
Value ($000) $8,177 Shares 85,400 Est. Cost $43.22 Unrealized +39.5%
DELPHI TECHNOLOGIES PLC 1.2%
Value ($000) $8,128 Shares 422,000 Est. Cost $23.28 Unrealized
FDX FEDEX CORP 1.2%
Value ($000) $7,801 Shares 43,000 Est. Cost $198.13 Unrealized -21.3%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $7,425 Shares 70,000 Est. Cost $79.11 Unrealized +7.9%
BEN FRANKLIN RES INC 1.1%
Value ($000) $7,307 Shares 220,500 Est. Cost $24.54 Unrealized -7.4%
L BRANDS INC 1.1%
Value ($000) $7,171 Shares 260,000 Est. Cost $37.52 Unrealized
MDT MEDTRONIC PLC 1.1%
Value ($000) $7,162 Shares 78,636 Est. Cost $69.16 Unrealized +7.5%
TAP MOLSON COORS BREWING CO 1.1%
Value ($000) $7,158 Shares 120,000 Est. Cost $51.71 Unrealized -0.7%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $7,036 Shares 176,000 Est. Cost $31.70 Unrealized -0.5%
PFE PFIZER INC 1.0%
Value ($000) $6,850 Shares 144,100 Est. Cost $24.83 Unrealized +17.7%
MGA MAGNA INTL INC 1.0%
Value ($000) $6,832 Shares 105,000 Est. Cost $43.90 Unrealized -7.9%
BLACKROCK INC 1.0%
Value ($000) $6,624 Shares 15,500 Est. Cost $431.27 Unrealized
TECK TECK RESOURCES LTD 1.0%
Value ($000) $6,617 Shares 214,000 Est. Cost $26.81 Unrealized -15.9%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $6,296 Shares 26,000 Est. Cost $178.94 Unrealized +10.8%
HDB HDFC BANK LTD 0.9%
Value ($000) $6,231 Shares 40,228 Est. Cost $101.48 Unrealized
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $6,161 Shares 35,000 Est. Cost $140.78 Unrealized +1.0%
THO THOR INDS INC 0.9%
Value ($000) $5,925 Shares 95,000 Est. Cost $57.93 Unrealized -5.6%
SYF SYNCHRONY FINL 0.9%
Value ($000) $5,902 Shares 185,000 Est. Cost $26.69 Unrealized -5.0%
CSL CARLISLE COS INC 0.9%
Value ($000) $5,873 Shares 47,900 Est. Cost $94.22 Unrealized +12.6%
ARCC ARES CAP CORP 0.9%
Value ($000) $5,801 Shares 253,267 Est. Cost $8.37 Unrealized +3.7%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $5,794 Shares 52,300 Est. Cost $74.90 Unrealized +16.2%
TJX TJX COS INC NEW 0.9%
Value ($000) $5,773 Shares 108,500 Est. Cost $45.89 Unrealized -0.9%
DOWDUPONT INC 0.8%
Value ($000) $5,498 Shares 103,126 Est. Cost $59.85 Unrealized
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $5,413 Shares 28,000 Est. Cost $32.06 Unrealized +20.4%
HRL HORMEL FOODS CORP 0.8%
Value ($000) $5,154 Shares 99,000 Est. Cost $31.43 Unrealized +13.4%
CCI CROWN CASTLE INTL CORP NEW 0.8%
Value ($000) $5,120 Shares 40,000 Est. Cost $77.31 Unrealized +13.0%
NVDA NVIDIA CORP 0.8%
Value ($000) $5,028 Shares 28,000 Est. Cost $5.27 Unrealized -26.9%
EOG EOG RES INC 0.7%
Value ($000) $4,854 Shares 51,000 Est. Cost $71.93 Unrealized 0.0%
GIS GENERAL MLS INC 0.7%
Value ($000) $4,834 Shares 69,900 Est. Cost $37.93 Unrealized -5.7%
XYL XYLEM INC 0.7%
Value ($000) $4,742 Shares 60,000 Est. Cost $66.01 Unrealized +1.8%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $4,648 Shares 27,800 Est. Cost $116.86 Unrealized +18.2%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $4,606 Shares 120,000 Est. Cost $28.74 Unrealized +32.9%
CCL CARNIVAL CORP 0.7%
Value ($000) $4,565 Shares 90,000 Est. Cost $52.80 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $4,470 Shares 27,000 Est. Cost $85.71 Unrealized +6.5%
WPM WHEATON PRECIOUS METALS CORP 0.6%
Value ($000) $3,976 Shares 125,000 Est. Cost $19.59 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $3,973 Shares 24,000 Est. Cost $125.72 Unrealized +7.0%
AER AERCAP HOLDINGS NV 0.6%
Value ($000) $3,723 Shares 80,000 Est. Cost $44.45 Unrealized 0.0%
STN STANTEC INC 0.5%
Value ($000) $3,663 Shares 116,000 Est. Cost $31.57 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $3,586 Shares 1,507 Est. Cost $94.03 Unrealized -11.5%
WY WEYERHAEUSER CO 0.5%
Value ($000) $3,477 Shares 132,000 Est. Cost $24.07 Unrealized -19.8%
BA BOEING CO 0.5%
Value ($000) $3,433 Shares 9,000 Est. Cost $341.08 Unrealized +10.0%
VMC VULCAN MATLS CO 0.5%
Value ($000) $3,315 Shares 28,000 Est. Cost $101.79 Unrealized 0.0%
ADBE ADOBE INC 0.5%
Value ($000) $3,251 Shares 12,200 Est. Cost $203.33 Unrealized +24.0%
ECL ECOLAB INC 0.5%
Value ($000) $3,130 Shares 13,269 Est. Cost $123.54 Unrealized +22.2%
AIG AMERICAN INTL GROUP INC 0.5%
Value ($000) $3,100 Shares 72,000 Est. Cost $35.73 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $3,053 Shares 64,000 Est. Cost $46.78 Unrealized -18.1%
BERRY GLOBAL GROUP INC 0.5%
Value ($000) $3,022 Shares 56,100 Est. Cost $45.94 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,967 Shares 12,000 Est. Cost $203.22 Unrealized +12.0%
GOOG ALPHABET INC 0.4%
Value ($000) $2,918 Shares 1,861 Est. Cost $54.79 Unrealized +1.6%
CLX CLOROX CO DEL 0.4%
Value ($000) $2,809 Shares 13,100 Est. Cost $106.39 Unrealized +19.3%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,713 Shares 6,300 Est. Cost $127.08 Unrealized +3.0%
BROOKFIELD PPTY PARTNERS L P 0.4%
Value ($000) $2,612 Shares 95,000 Est. Cost $27.49 Unrealized
HPQ HP INC 0.4%
Value ($000) $2,522 Shares 129,800 Est. Cost $17.32 Unrealized -3.6%
PLAY DAVE & BUSTERS ENTMT INC 0.4%
Value ($000) $2,494 Shares 50,000 Est. Cost $56.22 Unrealized -12.7%
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $2,439 Shares 65,800 Est. Cost $27.25 Unrealized -36.2%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,400 Shares 9,113 Est. Cost $129.50 Unrealized +12.8%
WESTROCK CO 0.4%
Value ($000) $2,378 Shares 62,000 Est. Cost $51.74 Unrealized
NWL NEWELL BRANDS INC 0.4%
Value ($000) $2,347 Shares 153,000 Est. Cost $18.88 Unrealized -29.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $2,332 Shares 50,000 Est. Cost $43.43 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,208 Shares 20,447 Est. Cost $56.89 Unrealized -2.6%
KO COCA COLA CO 0.3%
Value ($000) $2,089 Shares 33,367 Est. Cost $34.02 Unrealized +11.1%
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $1,697 Shares 12,641 Est. Cost $89.12 Unrealized +7.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,594 Shares 24,689 Est. Cost $47.41 Unrealized -14.0%
CANADIAN PAC RY LTD 0.2%
Value ($000) $1,377 Shares 5,000 Est. Cost $242.20 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,294 Shares 19,400 Est. Cost $35.06 Unrealized +10.6%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $1,285 Shares 12,833 Est. Cost $53.75 Unrealized +18.6%
THL CREDIT INC 0.1%
Value ($000) $639 Shares 72,894 Est. Cost $8.30 Unrealized
MOGO FIN TECHNOLOGY INC 0.1%
Value ($000) $488 Shares 147,341 Est. Cost $3.99 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $311 Shares 1,837 Est. Cost $109.77 Unrealized +5.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $302 Shares 2,556 Est. Cost $70.60 Unrealized +11.3%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $192 Shares 10,454 Est. Cost $18.37 Unrealized