NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 9, 2019

Total Value ($000): $602,930 (100.0% shares, 0.0% debt)

Holdings (89)

TD TORONTO DOMINION BK ONT 3.9%
Value ($000) $23,308 Shares 304,600 Est. Cost $58.52 Unrealized -3.9%
RY ROYAL BK CDA MONTREAL QUE 3.6%
Value ($000) $21,417 Shares 205,790 Est. Cost $81.18 Unrealized -3.7%
CNQ CANADIAN NAT RES LTD 2.8%
Value ($000) $17,154 Shares 485,800 Est. Cost $10.91 Unrealized -10.5%
ENB ENBRIDGE INC 2.8%
Value ($000) $17,059 Shares 361,500 Est. Cost $21.57 Unrealized +8.9%
SU SUNCOR ENERGY INC NEW 2.8%
Value ($000) $16,773 Shares 410,600 Est. Cost $25.81 Unrealized -4.8%
V VISA INC 2.6%
Value ($000) $15,814 Shares 81,634 Est. Cost $114.76 Unrealized +36.2%
MSFT MICROSOFT CORP 2.5%
Value ($000) $14,983 Shares 107,144 Est. Cost $88.18 Unrealized +35.5%
CNI CANADIAN NATL RY CO 2.2%
Value ($000) $13,162 Shares 108,600 Est. Cost $67.86 Unrealized +19.4%
VLO VALERO ENERGY CORP NEW 2.1%
Value ($000) $12,413 Shares 145,000 Est. Cost $70.24 Unrealized -10.3%
GOOGL ALPHABET INC 1.9%
Value ($000) $11,694 Shares 10,800 Est. Cost $56.05 Unrealized +2.5%
MEOH METHANEX CORP 1.9%
Value ($000) $11,593 Shares 195,000 Est. Cost $57.36 Unrealized -12.6%
TRP TC ENERGY CORP 1.8%
Value ($000) $10,911 Shares 168,070 Est. Cost $34.25 Unrealized 0.0%
SLF SUN LIFE FINL INC 1.8%
Value ($000) $10,879 Shares 200,600 Est. Cost $41.86 Unrealized -4.0%
MFC MANULIFE FINL CORP 1.7%
Value ($000) $10,146 Shares 426,300 Est. Cost $19.90 Unrealized -10.6%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $10,101 Shares 87,839 Est. Cost $67.79 Unrealized +33.5%
MTB M & T BK CORP 1.7%
Value ($000) $10,034 Shares 59,000 Est. Cost $138.89 Unrealized -3.6%
CM CDN IMPERIAL BK COMM TORONTO 1.6%
Value ($000) $9,845 Shares 95,600 Est. Cost $32.17 Unrealized -8.7%
HD HOME DEPOT INC 1.6%
Value ($000) $9,716 Shares 42,531 Est. Cost $155.33 Unrealized +9.2%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $9,705 Shares 30,435 Est. Cost $209.38 Unrealized +29.3%
EA ELECTRONIC ARTS INC 1.6%
Value ($000) $9,620 Shares 95,000 Est. Cost $89.19 Unrealized +3.9%
C CITIGROUP INC 1.6%
Value ($000) $9,454 Shares 135,000 Est. Cost $51.62 Unrealized +2.5%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $9,056 Shares 81,000 Est. Cost $89.91 Unrealized +2.3%
L BRANDS INC 1.4%
Value ($000) $8,483 Shares 325,000 Est. Cost $35.24 Unrealized
BROOKFIELD PROPERTY PARTRS L 1.4%
Value ($000) $8,387 Shares 339,000 Est. Cost $25.51 Unrealized
BROOKFIELD ASSET MGMT INC 1.4%
Value ($000) $8,332 Shares 133,000 Est. Cost $50.86 Unrealized
CAKE CHEESECAKE FACTORY INC 1.4%
Value ($000) $8,307 Shares 190,000 Est. Cost $42.98 Unrealized -5.2%
SHAW COMMUNICATIONS INC 1.4%
Value ($000) $8,230 Shares 308,000 Est. Cost $25.22 Unrealized
NTR NUTRIEN LTD 1.4%
Value ($000) $8,196 Shares 117,000 Est. Cost $39.46 Unrealized +5.5%
DELPHI TECHNOLOGIES PLC 1.4%
Value ($000) $8,140 Shares 407,000 Est. Cost $23.28 Unrealized
MDT MEDTRONIC PLC 1.3%
Value ($000) $8,048 Shares 82,636 Est. Cost $69.50 Unrealized +9.6%
FDX FEDEX CORP 1.3%
Value ($000) $7,881 Shares 48,000 Est. Cost $193.62 Unrealized -20.0%
MRK MERCK & CO INC 1.3%
Value ($000) $7,740 Shares 81,600 Est. Cost $43.22 Unrealized +43.7%
BEN FRANKLIN RES INC 1.3%
Value ($000) $7,673 Shares 220,500 Est. Cost $24.54 Unrealized +0.5%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $7,375 Shares 36,000 Est. Cost $34.22 Unrealized +22.1%
TAP MOLSON COORS BREWING CO 1.2%
Value ($000) $7,280 Shares 130,000 Est. Cost $51.49 Unrealized -5.1%
BLACKROCK INC 1.2%
Value ($000) $7,274 Shares 15,500 Est. Cost $431.27 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $6,871 Shares 26,000 Est. Cost $178.94 Unrealized +26.6%
HRL HORMEL FOODS CORP 1.1%
Value ($000) $6,855 Shares 155,600 Est. Cost $32.34 Unrealized +4.9%
HDB HDFC BANK LTD 1.1%
Value ($000) $6,851 Shares 40,228 Est. Cost $101.48 Unrealized
MGA MAGNA INTL INC 1.1%
Value ($000) $6,842 Shares 105,000 Est. Cost $43.90 Unrealized -9.0%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $6,638 Shares 157,000 Est. Cost $31.70 Unrealized +12.1%
DE DEERE & CO 1.1%
Value ($000) $6,562 Shares 39,600 Est. Cost $141.43 Unrealized 0.0%
WM WASTE MGMT INC DEL 1.1%
Value ($000) $6,402 Shares 52,300 Est. Cost $74.90 Unrealized +29.8%
PFE PFIZER INC 1.1%
Value ($000) $6,349 Shares 133,900 Est. Cost $24.83 Unrealized +17.7%
ARCC ARES CAP CORP 1.0%
Value ($000) $6,094 Shares 259,372 Est. Cost $8.39 Unrealized +11.9%
XYL XYLEM INC 0.9%
Value ($000) $5,604 Shares 67,000 Est. Cost $66.80 Unrealized +10.2%
THO THOR INDS INC 0.9%
Value ($000) $5,553 Shares 95,000 Est. Cost $57.93 Unrealized -9.0%
EOG EOG RES INC 0.9%
Value ($000) $5,403 Shares 58,000 Est. Cost $71.74 Unrealized -1.9%
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $5,330 Shares 124,000 Est. Cost $29.06 Unrealized +32.4%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $5,174 Shares 28,000 Est. Cost $140.78 Unrealized +16.3%
NVDA NVIDIA CORP 0.8%
Value ($000) $5,091 Shares 31,000 Est. Cost $5.15 Unrealized -20.2%
ADBE ADOBE INC 0.8%
Value ($000) $5,068 Shares 17,200 Est. Cost $224.96 Unrealized +23.5%
WPM WHEATON PRECIOUS METALS CORP 0.8%
Value ($000) $5,067 Shares 160,000 Est. Cost $19.80 Unrealized +3.8%
TECK TECK RESOURCES LTD 0.8%
Value ($000) $4,956 Shares 164,000 Est. Cost $26.81 Unrealized -16.4%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $4,944 Shares 27,000 Est. Cost $129.19 Unrealized +21.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.8%
Value ($000) $4,777 Shares 99,000 Est. Cost $44.88 Unrealized +3.3%
GIS GENERAL MLS INC 0.8%
Value ($000) $4,595 Shares 66,800 Est. Cost $37.93 Unrealized +8.7%
VMC VULCAN MATLS CO 0.7%
Value ($000) $4,394 Shares 32,000 Est. Cost $104.14 Unrealized +15.8%
BIP BROOKFIELD INFRAST PARTNERS 0.7%
Value ($000) $4,266 Shares 76,000 Est. Cost $56.13 Unrealized
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $4,206 Shares 24,100 Est. Cost $85.71 Unrealized +19.2%
CCL CARNIVAL CORP 0.7%
Value ($000) $4,190 Shares 90,000 Est. Cost $52.80 Unrealized -4.7%
CCI CROWN CASTLE INTL CORP NEW 0.7%
Value ($000) $4,171 Shares 32,000 Est. Cost $77.31 Unrealized +24.9%
AER AERCAP HOLDINGS NV 0.7%
Value ($000) $4,109 Shares 79,000 Est. Cost $44.45 Unrealized +8.6%
EMR EMERSON ELEC CO 0.7%
Value ($000) $4,003 Shares 60,000 Est. Cost $57.46 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $3,575 Shares 7,800 Est. Cost $129.74 Unrealized +8.6%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $3,481 Shares 46,375 Est. Cost $27.24 Unrealized 0.0%
WY WEYERHAEUSER CO 0.6%
Value ($000) $3,477 Shares 132,000 Est. Cost $24.07 Unrealized -18.1%
ECL ECOLAB INC 0.6%
Value ($000) $3,431 Shares 13,269 Est. Cost $123.54 Unrealized +40.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,416 Shares 14,000 Est. Cost $204.97 Unrealized +5.1%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $3,277 Shares 20,000 Est. Cost $149.90 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $3,065 Shares 2,165 Est. Cost $55.14 Unrealized +3.9%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,902 Shares 64,000 Est. Cost $46.78 Unrealized -22.8%
NWL NEWELL BRANDS INC 0.5%
Value ($000) $2,776 Shares 180,000 Est. Cost $17.69 Unrealized -38.0%
PLAY DAVE & BUSTERS ENTMT INC 0.4%
Value ($000) $2,631 Shares 65,000 Est. Cost $54.98 Unrealized -7.5%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,440 Shares 9,113 Est. Cost $129.50 Unrealized +29.9%
SYF SYNCHRONY FINL 0.4%
Value ($000) $2,427 Shares 70,000 Est. Cost $26.69 Unrealized +7.7%
SEAGATE TECHNOLOGY PLC 0.4%
Value ($000) $2,309 Shares 49,000 Est. Cost $47.12 Unrealized
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $2,285 Shares 65,800 Est. Cost $27.25 Unrealized -18.5%
KO COCA COLA CO 0.4%
Value ($000) $2,225 Shares 33,367 Est. Cost $34.02 Unrealized +17.4%
CLX CLOROX CO DEL 0.4%
Value ($000) $2,145 Shares 10,700 Est. Cost $106.39 Unrealized +18.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,052 Shares 20,447 Est. Cost $56.89 Unrealized -0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $1,617 Shares 12,641 Est. Cost $89.12 Unrealized +10.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,530 Shares 24,689 Est. Cost $47.41 Unrealized -17.6%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $1,413 Shares 17,033 Est. Cost $55.18 Unrealized +7.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,369 Shares 19,400 Est. Cost $35.06 Unrealized +25.8%
MSCI MSCI INC 0.2%
Value ($000) $1,208 Shares 3,862 Est. Cost $209.74 Unrealized 0.0%
MOGO INC 0.1%
Value ($000) $663 Shares 147,341 Est. Cost $4.50 Unrealized
THL CREDIT INC 0.1%
Value ($000) $435 Shares 50,000 Est. Cost $8.30 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $233 Shares 1,537 Est. Cost $109.77 Unrealized +7.6%