NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $638,321 (100.0% shares, 0.0% debt)

Holdings (90)

TD TORONTO DOMINION BK ONT 3.7%
Value ($000) $23,530 Shares 304,600 Est. Cost $58.52 Unrealized -2.9%
RY ROYAL BK CDA MONTREAL QUE 3.5%
Value ($000) $22,116 Shares 205,790 Est. Cost $81.18 Unrealized -3.8%
V VISA INC 3.0%
Value ($000) $19,413 Shares 109,056 Est. Cost $128.73 Unrealized +32.3%
ENB ENBRIDGE INC 2.8%
Value ($000) $17,972 Shares 386,500 Est. Cost $21.64 Unrealized +4.7%
CNQ CANADIAN NAT RES LTD 2.5%
Value ($000) $15,996 Shares 453,800 Est. Cost $10.91 Unrealized -18.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $15,582 Shares 107,144 Est. Cost $88.18 Unrealized +47.3%
SU SUNCOR ENERGY INC NEW 2.4%
Value ($000) $15,487 Shares 370,600 Est. Cost $25.81 Unrealized -9.5%
MEOH METHANEX CORP 2.0%
Value ($000) $12,928 Shares 275,000 Est. Cost $51.42 Unrealized -28.2%
CNI CANADIAN NATL RY CO 2.0%
Value ($000) $12,919 Shares 108,600 Est. Cost $67.86 Unrealized +20.6%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $12,702 Shares 102,063 Est. Cost $72.42 Unrealized +39.5%
GOOGL ALPHABET INC 2.0%
Value ($000) $12,700 Shares 10,400 Est. Cost $56.05 Unrealized +4.9%
VLO VALERO ENERGY CORP NEW 1.9%
Value ($000) $12,360 Shares 145,000 Est. Cost $70.24 Unrealized -11.1%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $11,920 Shares 46,337 Est. Cost $234.18 Unrealized +20.3%
TRP TC ENERGY CORP 1.8%
Value ($000) $11,530 Shares 168,070 Est. Cost $34.25 Unrealized +5.2%
CM CDN IMPERIAL BK COMM TORONTO 1.6%
Value ($000) $10,450 Shares 95,600 Est. Cost $32.17 Unrealized -9.8%
TAP MOLSON COORS BREWING CO 1.6%
Value ($000) $9,948 Shares 173,000 Est. Cost $50.08 Unrealized -8.5%
MTB M & T BK CORP 1.5%
Value ($000) $9,794 Shares 62,000 Est. Cost $138.36 Unrealized -7.5%
BROOKFIELD PROPERTY PARTRS L 1.5%
Value ($000) $9,788 Shares 364,000 Est. Cost $25.61 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $9,768 Shares 83,000 Est. Cost $90.04 Unrealized +5.6%
MFC MANULIFE FINL CORP 1.5%
Value ($000) $9,630 Shares 396,300 Est. Cost $19.90 Unrealized -11.2%
MRK MERCK & CO INC 1.5%
Value ($000) $9,580 Shares 103,800 Est. Cost $47.98 Unrealized +36.4%
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $9,357 Shares 133,000 Est. Cost $50.86 Unrealized
C CITIGROUP INC 1.5%
Value ($000) $9,326 Shares 135,000 Est. Cost $51.62 Unrealized +4.9%
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $9,293 Shares 95,000 Est. Cost $89.19 Unrealized +2.4%
SLF SUN LIFE FINL INC 1.5%
Value ($000) $9,277 Shares 156,600 Est. Cost $41.86 Unrealized -0.2%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $9,087 Shares 39,000 Est. Cost $35.15 Unrealized +31.6%
CAKE CHEESECAKE FACTORY INC 1.4%
Value ($000) $8,961 Shares 215,000 Est. Cost $42.18 Unrealized -14.3%
SHAW COMMUNICATIONS INC 1.4%
Value ($000) $8,798 Shares 338,000 Est. Cost $25.29 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $8,568 Shares 32,531 Est. Cost $155.33 Unrealized +20.4%
HRL HORMEL FOODS CORP 1.3%
Value ($000) $8,513 Shares 181,500 Est. Cost $32.76 Unrealized +7.8%
MDT MEDTRONIC PLC 1.3%
Value ($000) $8,433 Shares 77,636 Est. Cost $69.50 Unrealized +26.0%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $7,779 Shares 27,000 Est. Cost $181.81 Unrealized +41.0%
PFE PFIZER INC 1.2%
Value ($000) $7,624 Shares 198,900 Est. Cost $25.55 Unrealized +5.8%
PEP PEPSICO INC 1.2%
Value ($000) $7,541 Shares 55,000 Est. Cost $109.33 Unrealized 0.0%
NTR NUTRIEN LTD 1.2%
Value ($000) $7,392 Shares 112,000 Est. Cost $39.46 Unrealized +4.0%
BEN FRANKLIN RES INC 1.2%
Value ($000) $7,374 Shares 255,500 Est. Cost $24.24 Unrealized -7.8%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $7,078 Shares 157,000 Est. Cost $31.70 Unrealized +18.3%
FDX FEDEX CORP 1.1%
Value ($000) $6,987 Shares 48,000 Est. Cost $193.62 Unrealized -26.0%
BIP BROOKFIELD INFRAST PARTNERS 1.1%
Value ($000) $6,954 Shares 106,000 Est. Cost $58.81 Unrealized
FNV FRANCO NEVADA CORP 1.1%
Value ($000) $6,821 Shares 56,500 Est. Cost $86.52 Unrealized 0.0%
ARCC ARES CAP CORP 1.0%
Value ($000) $6,554 Shares 265,444 Est. Cost $8.43 Unrealized +19.5%
WPM WHEATON PRECIOUS METALS CORP 1.0%
Value ($000) $6,496 Shares 187,000 Est. Cost $20.55 Unrealized +21.8%
CCI CROWN CASTLE INTL CORP NEW 1.0%
Value ($000) $6,394 Shares 46,000 Est. Cost $85.66 Unrealized +22.3%
XIFR NEXTERA ENERGY PARTNERS LP 1.0%
Value ($000) $6,394 Shares 121,000 Est. Cost $45.86 Unrealized +9.6%
L BRANDS INC 1.0%
Value ($000) $6,367 Shares 325,000 Est. Cost $35.24 Unrealized
XYL XYLEM INC 1.0%
Value ($000) $6,290 Shares 79,000 Est. Cost $67.71 Unrealized +7.5%
WM WASTE MGMT INC DEL 1.0%
Value ($000) $6,156 Shares 50,700 Est. Cost $74.90 Unrealized +40.3%
HDB HDFC BANK LTD 1.0%
Value ($000) $6,082 Shares 80,456 Est. Cost $88.54 Unrealized
MGA MAGNA INTL INC 0.9%
Value ($000) $6,003 Shares 85,000 Est. Cost $43.90 Unrealized -7.4%
ADBE ADOBE INC 0.9%
Value ($000) $5,580 Shares 20,200 Est. Cost $234.90 Unrealized +24.3%
NVDA NVIDIA CORP 0.9%
Value ($000) $5,570 Shares 32,000 Est. Cost $5.12 Unrealized -18.4%
DELPHI TECHNOLOGIES PLC 0.9%
Value ($000) $5,454 Shares 407,000 Est. Cost $23.28 Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.9%
Value ($000) $5,453 Shares 140,000 Est. Cost $47.11 Unrealized -14.5%
THO THOR INDS INC 0.8%
Value ($000) $5,381 Shares 95,000 Est. Cost $57.93 Unrealized -20.7%
VMC VULCAN MATLS CO 0.8%
Value ($000) $5,293 Shares 35,000 Est. Cost $106.67 Unrealized +25.3%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $5,046 Shares 124,000 Est. Cost $29.06 Unrealized +45.8%
EOG EOG RES INC 0.8%
Value ($000) $4,973 Shares 67,000 Est. Cost $70.36 Unrealized -12.6%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $4,839 Shares 8,800 Est. Cost $133.27 Unrealized +20.7%
STN STANTEC INC 0.8%
Value ($000) $4,838 Shares 165,000 Est. Cost $29.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,781 Shares 22,000 Est. Cost $209.39 Unrealized +3.7%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $4,775 Shares 24,000 Est. Cost $129.19 Unrealized +36.3%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $4,611 Shares 24,500 Est. Cost $86.11 Unrealized +27.4%
GIS GENERAL MLS INC 0.7%
Value ($000) $4,360 Shares 59,700 Est. Cost $37.93 Unrealized +14.4%
OSK OSHKOSH CORP 0.7%
Value ($000) $4,359 Shares 57,500 Est. Cost $68.81 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.7%
Value ($000) $4,249 Shares 79,000 Est. Cost $49.65 Unrealized
NWL NEWELL BRANDS INC 0.7%
Value ($000) $4,231 Shares 226,000 Est. Cost $16.53 Unrealized -27.4%
PGR PROGRESSIVE CORP OHIO 0.7%
Value ($000) $4,172 Shares 54,000 Est. Cost $64.62 Unrealized 0.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $4,012 Shares 60,000 Est. Cost $57.46 Unrealized -5.4%
ECL ECOLAB INC 0.6%
Value ($000) $3,743 Shares 18,603 Est. Cost $141.78 Unrealized +32.0%
TECK TECK RESOURCES LTD 0.6%
Value ($000) $3,523 Shares 164,000 Est. Cost $26.81 Unrealized -29.5%
GOOG ALPHABET INC 0.5%
Value ($000) $3,497 Shares 2,165 Est. Cost $55.14 Unrealized +6.5%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $3,296 Shares 20,000 Est. Cost $149.90 Unrealized -5.9%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $3,037 Shares 74,700 Est. Cost $26.65 Unrealized -16.8%
KO COCA COLA CO 0.5%
Value ($000) $3,034 Shares 36,492 Est. Cost $34.87 Unrealized +26.1%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,800 Shares 20,907 Est. Cost $159.90 Unrealized +14.7%
CCL CARNIVAL CORP 0.4%
Value ($000) $2,797 Shares 64,000 Est. Cost $52.80 Unrealized -15.1%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $2,778 Shares 28,833 Est. Cost $58.01 Unrealized +7.1%
BLACKROCK INC 0.4%
Value ($000) $2,451 Shares 5,500 Est. Cost $431.27 Unrealized
SYF SYNCHRONY FINL 0.4%
Value ($000) $2,386 Shares 70,000 Est. Cost $26.69 Unrealized +9.6%
GIL GILDAN ACTIVEWEAR INC 0.3%
Value ($000) $2,092 Shares 44,500 Est. Cost $33.81 Unrealized 0.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $2,073 Shares 10,300 Est. Cost $106.39 Unrealized +23.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,913 Shares 20,447 Est. Cost $56.89 Unrealized -5.5%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,650 Shares 24,689 Est. Cost $47.41 Unrealized -16.1%
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $1,620 Shares 12,641 Est. Cost $89.12 Unrealized +4.0%
THL CREDIT INC 0.2%
Value ($000) $1,351 Shares 150,000 Est. Cost $8.77 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,334 Shares 18,200 Est. Cost $35.06 Unrealized +33.2%
MSCI MSCI INC 0.2%
Value ($000) $1,114 Shares 3,862 Est. Cost $209.74 Unrealized +3.6%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $922 Shares 10,200 Est. Cost $18.74 Unrealized 0.0%
MOGO INC 0.1%
Value ($000) $698 Shares 147,341 Est. Cost $4.50 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $223 Shares 1,537 Est. Cost $109.77 Unrealized +1.6%