Northwest & Ethical Investments as of Sept. 30, 2013
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 226 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 6.7 | $93M | 1.0M | 90.17 | |
| Bk Nova Cad (BNS) | 4.0 | $56M | 969k | 57.37 | |
| Telus Ord (TU) | 3.4 | $47M | 1.4M | 33.19 | |
| Canadian Natl Ry (CNI) | 3.2 | $43M | 428k | 101.48 | |
| Suncor Energy (SU) | 2.9 | $41M | 1.1M | 35.81 | |
| Manulife Finl Corp (MFC) | 2.8 | $39M | 2.3M | 16.57 | |
| Canadian Natural Resources (CNQ) | 2.2 | $31M | 973k | 31.47 | |
| Cibc Cad (CM) | 2.1 | $29M | 367k | 79.79 | |
| Rbc Cad (RY) | 1.9 | $26M | 398k | 64.17 | |
| Rogers Communications CL B (RCI) | 1.8 | $25M | 589k | 43.06 | |
| Sun Life Financial (SLF) | 1.7 | $24M | 751k | 31.99 | |
| Magna Intl Inc cl a (MGA) | 1.6 | $22M | 269k | 82.60 | |
| Domtar Corp Com New | 1.5 | $20M | 253k | 79.56 | |
| Apple (AAPL) | 1.3 | $18M | 39k | 476.75 | |
| Johnson & Johnson (JNJ) | 1.3 | $18M | 208k | 86.69 | |
| Bemis Company | 1.3 | $18M | 454k | 39.01 | |
| Merck & Co (MRK) | 1.2 | $17M | 361k | 47.61 | |
| Microsoft Corporation (MSFT) | 1.2 | $16M | 491k | 33.31 | |
| Google Cl A | 1.1 | $15M | 17k | 875.91 | |
| Eni S P A Sponsored Adr (E) | 1.1 | $15M | 324k | 46.03 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 1.1 | $15M | 453k | 32.25 | |
| Target Corporation (TGT) | 1.1 | $15M | 227k | 63.98 | |
| Kraft Foods | 1.0 | $14M | 268k | 52.44 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $14M | 266k | 51.69 | |
| Bce Com New (BCE) | 1.0 | $14M | 318k | 42.80 | |
| Caterpillar (CAT) | 1.0 | $13M | 159k | 83.37 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.9 | $13M | 364k | 35.93 | |
| Shaw Communications Cl B Conv | 0.9 | $12M | 514k | 23.26 | |
| Pfizer (PFE) | 0.8 | $12M | 406k | 28.71 | |
| Disney Walt Com Disney (DIS) | 0.8 | $11M | 173k | 64.49 | |
| EMC Corporation | 0.8 | $11M | 421k | 25.56 | |
| Hess (HES) | 0.8 | $11M | 139k | 77.34 | |
| Waste Management (WM) | 0.8 | $10M | 253k | 41.24 | |
| CSX Corporation (CSX) | 0.7 | $10M | 399k | 25.74 | |
| Pembina Pipeline Corp (PBA) | 0.7 | $10M | 308k | 33.19 | |
| Citigroup Com New (C) | 0.7 | $9.9M | 205k | 48.51 | |
| Symantec Corporation | 0.7 | $9.8M | 395k | 24.75 | |
| Procter & Gamble Company (PG) | 0.7 | $9.6M | 128k | 75.59 | |
| Oracle Corporation (ORCL) | 0.7 | $9.6M | 289k | 33.17 | |
| Ingersoll-rand SHS | 0.7 | $9.6M | 147k | 64.94 | |
| Directv | 0.7 | $9.5M | 159k | 59.75 | |
| Qualcomm (QCOM) | 0.7 | $9.0M | 134k | 67.36 | |
| Sanofi Sponsored Adr (SNY) | 0.6 | $8.9M | 176k | 50.63 | |
| Alamos Gold | 0.6 | $8.5M | 548k | 15.56 | |
| Juniper Networks (JNPR) | 0.6 | $8.2M | 412k | 19.86 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.6 | $7.9M | 470k | 16.87 | |
| Weatherford International Lt Reg Shs | 0.6 | $7.9M | 515k | 15.33 | |
| ScanSource (SCSC) | 0.6 | $7.6M | 220k | 34.60 | |
| Electronic Arts (EA) | 0.5 | $7.6M | 296k | 25.55 | |
| Halliburton Company (HAL) | 0.5 | $7.5M | 155k | 48.15 | |
| Transglobe Energy Corp | 0.5 | $7.5M | 949k | 7.86 | |
| Cenovus Energy (CVE) | 0.5 | $7.4M | 248k | 29.89 | |
| Bank of America Corporation (BAC) | 0.5 | $7.2M | 523k | 13.80 | |
| TRW Automotive Holdings | 0.5 | $7.2M | 101k | 71.31 | |
| Cbs Corp CL B | 0.5 | $7.1M | 129k | 55.16 | |
| AmerisourceBergen (COR) | 0.5 | $7.0M | 114k | 61.10 | |
| Starbucks Corporation (SBUX) | 0.5 | $6.7M | 88k | 76.97 | |
| Covidien SHS | 0.5 | $6.7M | 110k | 60.94 | |
| Ryanair Hldgs Sponsored Adr | 0.5 | $6.6M | 133k | 49.74 | |
| CVS Caremark Corporation (CVS) | 0.5 | $6.6M | 116k | 56.75 | |
| Yahoo! | 0.5 | $6.4M | 193k | 33.16 | |
| Canon Sponsored Adr (CAJPY) | 0.5 | $6.3M | 196k | 32.00 | |
| Vodafone Group Spons Adr New | 0.4 | $6.1M | 173k | 35.18 | |
| Agrium | 0.4 | $6.0M | 72k | 84.17 | |
| Enbridge (ENB) | 0.4 | $6.0M | 142k | 41.83 | |
| Potash Corp. Of Saskatchewan I | 0.4 | $5.9M | 188k | 31.32 | |
| Teck Resources CL B (TECK) | 0.4 | $5.8M | 215k | 26.91 | |
| Cameron International Corporation | 0.4 | $5.8M | 99k | 58.37 | |
| Honda Motor Amern Shs (HMC) | 0.4 | $5.6M | 146k | 38.14 | |
| Yum! Brands (YUM) | 0.4 | $5.4M | 76k | 71.39 | |
| General Electric Company | 0.4 | $5.2M | 216k | 23.89 | |
| Gap (GAP) | 0.4 | $5.1M | 127k | 40.28 | |
| Western Union Company (WU) | 0.4 | $5.0M | 268k | 18.66 | |
| Becton, Dickinson and (BDX) | 0.4 | $4.9M | 49k | 100.02 | |
| Riverbed Technology | 0.3 | $4.7M | 324k | 14.59 | |
| Joy Global | 0.3 | $4.6M | 91k | 51.04 | |
| Coca-Cola Company (KO) | 0.3 | $4.6M | 123k | 37.88 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $4.6M | 63k | 73.23 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.3 | $4.5M | 97k | 46.48 | |
| Cerner Corporation | 0.3 | $4.4M | 85k | 52.55 | |
| MetLife (MET) | 0.3 | $4.4M | 93k | 46.95 | |
| eBay (EBAY) | 0.3 | $4.2M | 75k | 55.79 | |
| Time Warner Com New | 0.3 | $4.1M | 62k | 65.81 | |
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $3.9M | 25k | 155.18 | |
| Bank Of Montreal Cadcom (BMO) | 0.3 | $3.8M | 56k | 66.84 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $3.6M | 61k | 59.56 | |
| Mead Johnson Nutrition | 0.3 | $3.6M | 48k | 74.26 | |
| Cisco Systems (CSCO) | 0.3 | $3.5M | 151k | 23.42 | |
| American Express Company (AXP) | 0.3 | $3.5M | 47k | 75.52 | |
| Intel Corporation (INTC) | 0.3 | $3.5M | 154k | 22.92 | |
| EOG Resources (EOG) | 0.3 | $3.5M | 21k | 169.28 | |
| State Street Corporation (STT) | 0.3 | $3.5M | 53k | 65.75 | |
| Fastenal Company (FAST) | 0.2 | $3.4M | 68k | 50.25 | |
| Companhia De Bebidas Das Ame Spon Adr Pfd | 0.2 | $3.4M | 89k | 38.35 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $3.4M | 36k | 93.54 | |
| General Growth Properties | 0.2 | $3.3M | 173k | 19.29 | |
| Cameco Corporation (CCJ) | 0.2 | $3.3M | 180k | 18.07 | |
| Range Resources (RRC) | 0.2 | $3.2M | 42k | 75.89 | |
| Walgreen Company | 0.2 | $3.2M | 59k | 53.80 | |
| Chesapeake Energy Corporation | 0.2 | $3.2M | 123k | 25.88 | |
| National Fuel Gas (NFG) | 0.2 | $3.2M | 46k | 68.76 | |
| Apache Corporation | 0.2 | $3.1M | 37k | 85.14 | |
| Priceline Com New | 0.2 | $3.0M | 3.0k | 1010.95 | |
| Kohl's Corporation (KSS) | 0.2 | $3.0M | 58k | 51.75 | |
| Corrections Corp Amer Com New | 0.2 | $3.0M | 86k | 34.55 | |
| United Parcel Service CL B (UPS) | 0.2 | $3.0M | 32k | 91.37 | |
| American Intl Group Com New (AIG) | 0.2 | $2.9M | 60k | 48.63 | |
| Cme (CME) | 0.2 | $2.9M | 39k | 73.88 | |
| Hasbro (HAS) | 0.2 | $2.9M | 61k | 47.14 | |
| Norfolk Southern (NSC) | 0.2 | $2.8M | 37k | 77.35 | |
| Amdocs Ord (DOX) | 0.2 | $2.8M | 77k | 36.64 | |
| PNC Financial Services (PNC) | 0.2 | $2.8M | 38k | 72.45 | |
| Lazard Shs A | 0.2 | $2.8M | 77k | 36.02 | |
| Myriad Genetics (MYGN) | 0.2 | $2.7M | 117k | 23.50 | |
| Fortuna Silver Mines | 0.2 | $2.7M | 748k | 3.66 | |
| Dr Pepper Snapple | 0.2 | $2.7M | 61k | 44.82 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.7M | 101k | 26.95 | |
| Pepsi (PEP) | 0.2 | $2.6M | 33k | 79.50 | |
| Chevron Corporation (CVX) | 0.2 | $2.6M | 22k | 121.50 | |
| Starz Com Ser A | 0.2 | $2.6M | 93k | 28.13 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | 28k | 94.22 | |
| General Dynamics Corporation (GD) | 0.2 | $2.6M | 30k | 87.52 | |
| Whole Foods Market | 0.2 | $2.6M | 44k | 58.50 | |
| Xylem (XYL) | 0.2 | $2.6M | 93k | 27.93 | |
| Dick's Sporting Goods (DKS) | 0.2 | $2.6M | 48k | 53.38 | |
| Williams Partners Com Unit L P | 0.2 | $2.5M | 48k | 52.88 | |
| Corning Incorporated (GLW) | 0.2 | $2.5M | 174k | 14.59 | |
| Msci (MSCI) | 0.2 | $2.5M | 63k | 40.26 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.5M | 45k | 56.56 | |
| SYSCO Corporation (SYY) | 0.2 | $2.5M | 78k | 31.83 | |
| Us Bancorp Del Com New (USB) | 0.2 | $2.5M | 68k | 36.58 | |
| Emerson Electric (EMR) | 0.2 | $2.5M | 38k | 64.70 | |
| Waters Corporation (WAT) | 0.2 | $2.4M | 23k | 106.21 | |
| Coach | 0.2 | $2.4M | 44k | 54.53 | |
| Howard Hughes | 0.2 | $2.4M | 21k | 112.37 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.2 | $2.4M | 25k | 97.09 | |
| Skyworks Solutions (SWKS) | 0.2 | $2.4M | 96k | 24.84 | |
| Blackstone Group Com Unit Ltd | 0.2 | $2.3M | 94k | 24.89 | |
| Staples | 0.2 | $2.3M | 159k | 14.65 | |
| Bob Evans Farms | 0.2 | $2.3M | 40k | 57.27 | |
| Wynn Resorts (WYNN) | 0.2 | $2.3M | 15k | 158.01 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.3M | 59k | 38.58 | |
| Partner Re | 0.2 | $2.2M | 25k | 91.54 | |
| Raytheon Com New | 0.2 | $2.2M | 29k | 77.07 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.2M | 30k | 73.96 | |
| Geo | 0.2 | $2.2M | 67k | 33.25 | |
| BlackRock | 0.2 | $2.2M | 8.2k | 270.62 | |
| 3-d Sys Corp Del Com New (DDD) | 0.2 | $2.2M | 41k | 53.99 | |
| Spirit Airlines | 0.2 | $2.2M | 64k | 34.27 | |
| Ca | 0.2 | $2.1M | 72k | 29.67 | |
| J Global (ZD) | 0.2 | $2.1M | 43k | 49.52 | |
| Goldcorp | 0.2 | $2.1M | 81k | 26.06 | |
| Owens & Minor (OMI) | 0.2 | $2.1M | 60k | 34.59 | |
| Darden Restaurants (DRI) | 0.1 | $2.0M | 43k | 46.29 | |
| Nucor Corporation (NUE) | 0.1 | $2.0M | 40k | 49.02 | |
| CIGNA Corporation | 0.1 | $1.9M | 25k | 76.86 | |
| Verizon Communications (VZ) | 0.1 | $1.9M | 41k | 46.66 | |
| Molson Coors Brewing CL B (TAP) | 0.1 | $1.9M | 37k | 50.13 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $1.9M | 111k | 16.73 | |
| Republic Services (RSG) | 0.1 | $1.8M | 54k | 33.36 | |
| Lululemon Athletica (LULU) | 0.1 | $1.8M | 25k | 73.09 | |
| Hca Holdings (HCA) | 0.1 | $1.8M | 41k | 42.75 | |
| Medtronic | 0.1 | $1.7M | 33k | 53.25 | |
| Amerigas Partners Unit L P Int | 0.1 | $1.7M | 39k | 43.07 | |
| Iron Mountain Incorporated | 0.1 | $1.7M | 61k | 27.02 | |
| Las Vegas Sands (LVS) | 0.1 | $1.7M | 25k | 66.42 | |
| BP Sponsored Adr (BP) | 0.1 | $1.6M | 39k | 42.03 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | 12k | 127.55 | |
| Mindray Medical Intl Spon Adr | 0.1 | $1.5M | 40k | 38.89 | |
| MICROS Systems | 0.1 | $1.5M | 30k | 49.94 | |
| F5 Networks (FFIV) | 0.1 | $1.4M | 16k | 85.76 | |
| Hillenbrand (HI) | 0.1 | $1.4M | 51k | 27.37 | |
| Fortinet (FTNT) | 0.1 | $1.4M | 69k | 20.26 | |
| Avista Corporation (AVA) | 0.1 | $1.3M | 50k | 26.40 | |
| Facebook Cl A (META) | 0.1 | $1.3M | 26k | 50.24 | |
| Paychex (PAYX) | 0.1 | $1.3M | 31k | 40.64 | |
| Kansas City Southern Com New | 0.1 | $1.2M | 11k | 109.36 | |
| Sandstorm Gold Com New (SAND) | 0.1 | $1.2M | 214k | 5.42 | |
| Aircastle | 0.1 | $1.1M | 64k | 17.41 | |
| BJ's Restaurants (BJRI) | 0.1 | $1.0M | 36k | 28.72 | |
| Orient-express Hotels Cl A | 0.1 | $1.0M | 78k | 12.98 | |
| Ingredion Incorporated (INGR) | 0.1 | $1.0M | 15k | 66.17 | |
| ABM Industries (ABM) | 0.1 | $998k | 38k | 26.62 | |
| NVR (NVR) | 0.1 | $974k | 1.1k | 919.19 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $922k | 40k | 23.01 | |
| Innophos Holdings | 0.1 | $893k | 17k | 52.78 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $889k | 20k | 45.44 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $875k | 57k | 15.32 | |
| VeriFone Systems | 0.1 | $838k | 37k | 22.86 | |
| General Mills (GIS) | 0.1 | $825k | 17k | 47.92 | |
| Lennar Corp Cl A (LEN) | 0.1 | $787k | 22k | 35.40 | |
| Toll Brothers (TOL) | 0.1 | $748k | 23k | 32.43 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $732k | 12k | 63.85 | |
| National CineMedia | 0.1 | $717k | 38k | 18.86 | |
| D.R. Horton (DHI) | 0.1 | $717k | 37k | 19.43 | |
| Baytex Energy Corp (BTE) | 0.1 | $716k | 17k | 41.33 | |
| Safety Insurance (SAFT) | 0.0 | $663k | 13k | 52.97 | |
| BioMed Realty Trust | 0.0 | $655k | 35k | 18.59 | |
| Homeaway | 0.0 | $648k | 23k | 28.00 | |
| Transmontaigne Partners Com Unit L P | 0.0 | $632k | 16k | 40.73 | |
| Memorial Prodtn Partners Com U Rep Ltd | 0.0 | $555k | 27k | 20.84 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $452k | 25k | 17.82 | |
| Digital Realty Trust (DLR) | 0.0 | $436k | 8.2k | 53.10 | |
| Corporate Office Pptys Tr Sh Ben Int (CDP) | 0.0 | $435k | 19k | 23.10 | |
| Atlantic Tele Network Com New | 0.0 | $433k | 8.3k | 52.13 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $416k | 14k | 30.78 | |
| DuPont Fabros Technology | 0.0 | $415k | 16k | 25.77 | |
| Icici Bk Adr (IBN) | 0.0 | $411k | 14k | 30.48 | |
| Credicorp (BAP) | 0.0 | $407k | 3.2k | 128.46 | |
| Diana Shipping (DSX) | 0.0 | $396k | 33k | 12.07 | |
| Grupo Financiero Santander M Spon Adr Shs B | 0.0 | $352k | 26k | 13.82 | |
| Onebeacon Insurance Group Lt Cl A | 0.0 | $327k | 22k | 14.76 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $319k | 2.3k | 138.67 | |
| Mobile Telesystems Ojsc Sponsored Adr | 0.0 | $307k | 14k | 22.26 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $265k | 24k | 11.18 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $264k | 19k | 13.88 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $208k | 3.7k | 56.80 | |
| Tata Mtrs Sponsored Adr | 0.0 | $178k | 6.7k | 26.62 | |
| Southern Copper Corporation (SCCO) | 0.0 | $178k | 6.5k | 27.24 | |
| Cosan Shs A | 0.0 | $169k | 11k | 15.37 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $166k | 2.0k | 82.12 | |
| Wuxi Pharmatech Cayman Spons Adr Shs | 0.0 | $158k | 5.8k | 27.40 | |
| Youku Tudou Sponsored Adr | 0.0 | $150k | 5.5k | 27.40 | |
| Frontline SHS | 0.0 | $133k | 50k | 2.65 | |
| Sina Corp Ord | 0.0 | $109k | 1.3k | 81.17 | |
| Qiwi Spon Adr Rep B (QIWI) | 0.0 | $106k | 3.4k | 31.26 |