NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $664,763 (100.0% shares, 0.0% debt)

Holdings (92)

TD TORONTO DOMINION BK ONT 3.5%
Value ($000) $23,568 Shares 323,600 Est. Cost $58.42 Unrealized -2.9%
ENB ENBRIDGE INC 3.5%
Value ($000) $23,053 Shares 446,500 Est. Cost $22.07 Unrealized +12.6%
BNS BANK N S HALIFAX 3.5%
Value ($000) $22,995 Shares 313,500 Est. Cost $40.76 Unrealized 0.0%
RY ROYAL BK CDA MONTREAL QUE 3.1%
Value ($000) $20,528 Shares 199,790 Est. Cost $81.18 Unrealized -0.8%
MSFT MICROSOFT CORP 2.6%
Value ($000) $17,611 Shares 107,144 Est. Cost $88.18 Unrealized +57.9%
V VISA INC 2.4%
Value ($000) $16,237 Shares 78,270 Est. Cost $128.73 Unrealized +34.0%
SU SUNCOR ENERGY INC NEW 2.4%
Value ($000) $15,773 Shares 370,600 Est. Cost $25.81 Unrealized -5.1%
CNQ CANADIAN NAT RES LTD 2.2%
Value ($000) $14,629 Shares 348,300 Est. Cost $10.91 Unrealized -9.5%
GOOGL ALPHABET INC 2.1%
Value ($000) $13,930 Shares 10,400 Est. Cost $56.05 Unrealized +14.2%
MEOH METHANEX CORP 2.0%
Value ($000) $13,440 Shares 268,000 Est. Cost $51.42 Unrealized -27.1%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $12,757 Shares 108,600 Est. Cost $67.86 Unrealized +17.9%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $12,546 Shares 90,000 Est. Cost $91.49 Unrealized +18.8%
TRP TC ENERGY CORP 1.9%
Value ($000) $12,315 Shares 178,070 Est. Cost $34.43 Unrealized +8.6%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $11,615 Shares 46,088 Est. Cost $37.46 Unrealized +33.9%
MTB M & T BK CORP 1.7%
Value ($000) $11,543 Shares 68,000 Est. Cost $137.87 Unrealized -3.6%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $11,264 Shares 85,313 Est. Cost $72.42 Unrealized +45.3%
MRK MERCK & CO INC 1.6%
Value ($000) $10,371 Shares 104,600 Est. Cost $47.98 Unrealized +40.8%
MFC MANULIFE FINL CORP 1.5%
Value ($000) $10,183 Shares 386,300 Est. Cost $19.90 Unrealized -4.0%
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $9,979 Shares 133,000 Est. Cost $50.86 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 1.5%
Value ($000) $9,790 Shares 90,600 Est. Cost $32.17 Unrealized -1.6%
TAP MOLSON COORS BREWING CO 1.4%
Value ($000) $9,325 Shares 173,000 Est. Cost $50.08 Unrealized -8.3%
PEP PEPSICO INC 1.4%
Value ($000) $9,020 Shares 66,000 Est. Cost $109.91 Unrealized +2.6%
MDT MEDTRONIC PLC 1.3%
Value ($000) $8,808 Shares 77,636 Est. Cost $69.50 Unrealized +33.2%
SLF SUN LIFE FINL INC 1.3%
Value ($000) $8,680 Shares 146,600 Est. Cost $41.86 Unrealized +7.5%
PFE PFIZER INC 1.3%
Value ($000) $8,459 Shares 202,600 Est. Cost $25.57 Unrealized +4.5%
SHAW COMMUNICATIONS INC 1.3%
Value ($000) $8,458 Shares 321,000 Est. Cost $25.29 Unrealized
CAKE CHEESECAKE FACTORY INC 1.3%
Value ($000) $8,355 Shares 215,000 Est. Cost $42.18 Unrealized -13.3%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $7,936 Shares 27,000 Est. Cost $181.81 Unrealized +49.3%
BEN FRANKLIN RES INC 1.2%
Value ($000) $7,677 Shares 295,500 Est. Cost $23.67 Unrealized -15.3%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $7,456 Shares 20,435 Est. Cost $234.18 Unrealized +27.4%
FDX FEDEX CORP 1.1%
Value ($000) $7,258 Shares 48,000 Est. Cost $193.62 Unrealized -29.0%
WPM WHEATON PRECIOUS METALS CORP 1.1%
Value ($000) $7,226 Shares 187,000 Est. Cost $20.55 Unrealized +24.0%
LOW LOWES COS INC 1.1%
Value ($000) $7,186 Shares 60,000 Est. Cost $102.36 Unrealized 0.0%
FNV FRANCO NEVADA CORP 1.1%
Value ($000) $7,174 Shares 53,500 Est. Cost $86.52 Unrealized +5.7%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $7,060 Shares 157,000 Est. Cost $31.70 Unrealized +19.4%
HRL HORMEL FOODS CORP 1.0%
Value ($000) $6,840 Shares 140,900 Est. Cost $32.76 Unrealized +11.0%
EA ELECTRONIC ARTS INC 1.0%
Value ($000) $6,666 Shares 62,000 Est. Cost $89.19 Unrealized +8.2%
ADBE ADOBE INC 1.0%
Value ($000) $6,662 Shares 20,200 Est. Cost $234.90 Unrealized +25.3%
HDB HDFC BANK LTD 1.0%
Value ($000) $6,620 Shares 80,456 Est. Cost $88.54 Unrealized
ARCC ARES CAP CORP 1.0%
Value ($000) $6,580 Shares 271,715 Est. Cost $8.47 Unrealized +21.7%
CCI CROWN CASTLE INTL CORP NEW 1.0%
Value ($000) $6,539 Shares 46,000 Est. Cost $85.66 Unrealized +21.6%
XIFR NEXTERA ENERGY PARTNERS LP 1.0%
Value ($000) $6,529 Shares 124,000 Est. Cost $46.01 Unrealized +13.1%
XYL XYLEM INC 1.0%
Value ($000) $6,382 Shares 81,000 Est. Cost $67.83 Unrealized +6.8%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $6,317 Shares 30,000 Est. Cost $178.42 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.9%
Value ($000) $6,315 Shares 164,500 Est. Cost $28.43 Unrealized -7.0%
NTR NUTRIEN LTD 0.9%
Value ($000) $6,155 Shares 99,000 Est. Cost $39.46 Unrealized -0.6%
MGA MAGNA INTL INC 0.9%
Value ($000) $6,052 Shares 85,000 Est. Cost $43.90 Unrealized +1.4%
BIP BROOKFIELD INFRAST PARTNERS 0.9%
Value ($000) $5,967 Shares 92,000 Est. Cost $58.81 Unrealized
BA BOEING CO 0.9%
Value ($000) $5,896 Shares 18,100 Est. Cost $351.04 Unrealized 0.0%
L BRANDS INC 0.9%
Value ($000) $5,889 Shares 325,000 Est. Cost $35.24 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $5,880 Shares 20,000 Est. Cost $209.39 Unrealized +13.0%
AAPL APPLE INC 0.9%
Value ($000) $5,873 Shares 20,000 Est. Cost $62.02 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $5,822 Shares 49,000 Est. Cost $74.90 Unrealized +36.3%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $5,719 Shares 9,800 Est. Cost $138.10 Unrealized +30.8%
NVDA NVIDIA CORP 0.8%
Value ($000) $5,647 Shares 24,000 Est. Cost $5.12 Unrealized +1.0%
PLAY DAVE & BUSTERS ENTMT INC 0.8%
Value ($000) $5,624 Shares 140,000 Est. Cost $47.11 Unrealized -15.0%
VLO VALERO ENERGY CORP NEW 0.8%
Value ($000) $5,619 Shares 60,000 Est. Cost $70.24 Unrealized +4.8%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $5,607 Shares 124,000 Est. Cost $29.06 Unrealized +44.0%
DELPHI TECHNOLOGIES PLC 0.8%
Value ($000) $5,543 Shares 432,000 Est. Cost $22.67 Unrealized
BROOKFIELD PROPERTY PARTRS L 0.8%
Value ($000) $5,197 Shares 219,000 Est. Cost $25.61 Unrealized
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $5,067 Shares 70,000 Est. Cost $63.40 Unrealized -6.5%
VMC VULCAN MATLS CO 0.8%
Value ($000) $5,040 Shares 35,000 Est. Cost $106.67 Unrealized +27.3%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $4,957 Shares 24,000 Est. Cost $129.19 Unrealized +38.8%
SEAGATE TECHNOLOGY PLC 0.7%
Value ($000) $4,701 Shares 79,000 Est. Cost $49.65 Unrealized
TU TELUS CORP 0.7%
Value ($000) $4,676 Shares 93,000 Est. Cost $18.53 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $4,534 Shares 35,051 Est. Cost $40.27 Unrealized +14.0%
CANADIAN PAC RY LTD 0.6%
Value ($000) $4,303 Shares 13,000 Est. Cost $331.00 Unrealized
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $4,126 Shares 23,100 Est. Cost $86.11 Unrealized +26.3%
GIS GENERAL MLS INC 0.6%
Value ($000) $4,069 Shares 58,500 Est. Cost $37.93 Unrealized +12.8%
C CITIGROUP INC 0.6%
Value ($000) $3,995 Shares 50,000 Est. Cost $51.62 Unrealized +14.8%
HD HOME DEPOT INC 0.6%
Value ($000) $3,837 Shares 13,531 Est. Cost $155.33 Unrealized +25.5%
DLTR DOLLAR TREE INC 0.6%
Value ($000) $3,762 Shares 40,000 Est. Cost $104.97 Unrealized 0.0%
GOOG ALPHABET INC 0.6%
Value ($000) $3,759 Shares 2,165 Est. Cost $55.14 Unrealized +16.2%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,698 Shares 1,541 Est. Cost $88.51 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.6%
Value ($000) $3,693 Shares 164,000 Est. Cost $26.81 Unrealized -39.2%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $3,637 Shares 81,800 Est. Cost $26.29 Unrealized -14.5%
ECL ECOLAB INC 0.5%
Value ($000) $3,325 Shares 13,269 Est. Cost $141.78 Unrealized +25.3%
LW LAMB WESTON HLDGS INC 0.5%
Value ($000) $3,221 Shares 28,833 Est. Cost $58.01 Unrealized +26.0%
EOG EOG RES INC 0.5%
Value ($000) $3,099 Shares 37,000 Est. Cost $70.36 Unrealized -20.7%
WMT WALMART INC 0.5%
Value ($000) $3,090 Shares 26,000 Est. Cost $36.38 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,720 Shares 9,113 Est. Cost $159.90 Unrealized +15.0%
KO COCA COLA CO 0.4%
Value ($000) $2,398 Shares 33,367 Est. Cost $34.87 Unrealized +27.7%
CLX CLOROX CO DEL 0.3%
Value ($000) $2,054 Shares 10,300 Est. Cost $106.39 Unrealized +17.1%
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $1,928 Shares 12,641 Est. Cost $89.12 Unrealized +18.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,905 Shares 25,249 Est. Cost $75.45 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,884 Shares 36,374 Est. Cost $54.78 Unrealized -4.9%
MSCI MSCI INC 0.2%
Value ($000) $1,295 Shares 3,862 Est. Cost $209.74 Unrealized +9.4%
THL CREDIT INC 0.2%
Value ($000) $1,229 Shares 150,000 Est. Cost $8.77 Unrealized
BGRN ISHARES TR 0.2%
Value ($000) $1,073 Shares 20,000 Est. Cost $53.65 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $828 Shares 10,000 Est. Cost $66.92 Unrealized 0.0%
MOGO INC 0.1%
Value ($000) $494 Shares 147,341 Est. Cost $4.50 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $221 Shares 1,537 Est. Cost $109.77 Unrealized +2.4%