Northwest & Ethical Investments as of Dec. 31, 2013
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 229 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 6.1 | $91M | 971k | 94.12 | |
| Bk Nova Cad (BNS) | 4.2 | $63M | 1.0M | 62.46 | |
| Suncor Energy (SU) | 3.3 | $50M | 1.4M | 35.01 | |
| Canadian Natural Resources (CNQ) | 3.3 | $49M | 1.5M | 33.79 | |
| Telus Ord (TU) | 3.2 | $48M | 1.4M | 34.37 | |
| Canadian Natl Ry (CNI) | 2.7 | $41M | 725k | 56.94 | |
| Manulife Finl Corp (MFC) | 2.6 | $39M | 2.0M | 19.71 | |
| Cibc Cad (CM) | 2.2 | $34M | 395k | 85.29 | |
| Symantec Corporation | 1.9 | $29M | 1.2M | 23.58 | |
| Rogers Communications CL B (RCI) | 1.8 | $27M | 598k | 45.20 | |
| Sun Life Financial (SLF) | 1.7 | $26M | 747k | 35.28 | |
| Baxter International (BAX) | 1.6 | $25M | 358k | 69.55 | |
| Merck & Co (MRK) | 1.6 | $24M | 486k | 50.05 | |
| Domtar Corp Com New | 1.6 | $24M | 253k | 94.23 | |
| Caterpillar (CAT) | 1.5 | $23M | 257k | 90.81 | |
| Barrick Gold Corp (GOLD) | 1.5 | $23M | 1.3M | 17.60 | |
| Rbc Cad (RY) | 1.5 | $22M | 329k | 67.14 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $19M | 320k | 58.48 | |
| Bce Com New (BCE) | 1.2 | $19M | 428k | 43.25 | |
| Eni S P A Sponsored Adr (E) | 1.2 | $18M | 366k | 48.49 | |
| Bemis Company | 1.1 | $17M | 414k | 40.96 | |
| Apple (AAPL) | 1.1 | $17M | 30k | 561.11 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 1.1 | $16M | 433k | 36.97 | |
| Oracle Corporation (ORCL) | 1.0 | $15M | 392k | 38.26 | |
| Target Corporation (TGT) | 1.0 | $15M | 236k | 63.27 | |
| Google Cl A | 1.0 | $15M | 13k | 1120.71 | |
| EMC Corporation | 1.0 | $14M | 571k | 25.15 | |
| Johnson & Johnson (JNJ) | 0.9 | $13M | 146k | 91.59 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.9 | $13M | 362k | 36.35 | |
| Qualcomm (QCOM) | 0.9 | $13M | 176k | 74.25 | |
| Shaw Communications Cl B Conv | 0.8 | $12M | 512k | 24.30 | |
| Citigroup Com New (C) | 0.8 | $12M | 225k | 52.11 | |
| Directv | 0.8 | $12M | 167k | 69.09 | |
| Juniper Networks (JNPR) | 0.8 | $11M | 507k | 22.57 | |
| Disney Walt Com Disney (DIS) | 0.7 | $11M | 140k | 76.40 | |
| ScanSource (SCSC) | 0.6 | $9.3M | 220k | 42.43 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.6 | $9.3M | 174k | 53.22 | |
| Microsoft Corporation (MSFT) | 0.6 | $9.1M | 244k | 37.43 | |
| Pembina Pipeline Corp (PBA) | 0.6 | $9.1M | 258k | 35.18 | |
| Cameron International Corporation | 0.6 | $8.7M | 146k | 59.53 | |
| Sanofi Sponsored Adr (SNY) | 0.6 | $8.5M | 159k | 53.63 | |
| Bank of America Corporation (BAC) | 0.6 | $8.5M | 545k | 15.57 | |
| Ingersoll-rand SHS | 0.6 | $8.4M | 137k | 61.60 | |
| CVS Caremark Corporation (CVS) | 0.5 | $8.3M | 116k | 71.57 | |
| Electronic Arts (EA) | 0.5 | $8.2M | 358k | 22.94 | |
| Halliburton Company (HAL) | 0.5 | $7.9M | 155k | 50.75 | |
| Hess (HES) | 0.5 | $7.9M | 95k | 83.00 | |
| Goldcorp | 0.5 | $7.8M | 361k | 21.66 | |
| Cenovus Energy (CVE) | 0.5 | $7.8M | 274k | 28.58 | |
| Transglobe Energy Corp | 0.5 | $7.8M | 930k | 8.35 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $7.7M | 96k | 80.28 | |
| Covidien SHS | 0.5 | $7.7M | 113k | 68.10 | |
| AmerisourceBergen (COR) | 0.5 | $7.5M | 107k | 70.31 | |
| TRW Automotive Holdings | 0.5 | $7.5M | 101k | 74.39 | |
| Solarcity | 0.5 | $7.4M | 131k | 56.82 | |
| eBay (EBAY) | 0.5 | $7.3M | 134k | 54.89 | |
| Vodafone Group Spons Adr New | 0.5 | $7.0M | 178k | 39.31 | |
| Amdocs Ord (DOX) | 0.5 | $7.0M | 169k | 41.24 | |
| Ryanair Hldgs Sponsored Adr | 0.4 | $6.7M | 142k | 46.93 | |
| Agrium | 0.4 | $6.6M | 72k | 91.36 | |
| Apache Corporation | 0.4 | $6.5M | 76k | 85.94 | |
| Weatherford International Lt Reg Shs | 0.4 | $6.5M | 418k | 15.49 | |
| Yum! Brands (YUM) | 0.4 | $6.4M | 85k | 75.61 | |
| Potash Corp. Of Saskatchewan I | 0.4 | $6.1M | 185k | 32.93 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 0.4 | $6.0M | 107k | 55.73 | |
| Magna Intl Inc cl a (MGA) | 0.4 | $5.9M | 72k | 81.89 | |
| General Electric Company | 0.4 | $5.6M | 201k | 28.03 | |
| Becton, Dickinson and (BDX) | 0.4 | $5.6M | 51k | 110.49 | |
| BB&T Corporation | 0.4 | $5.5M | 146k | 37.32 | |
| Coca-Cola Company (KO) | 0.4 | $5.3M | 129k | 41.31 | |
| Yahoo! | 0.3 | $5.3M | 130k | 40.44 | |
| UnitedHealth (UNH) | 0.3 | $5.2M | 69k | 75.30 | |
| Alamos Gold | 0.3 | $5.0M | 411k | 12.10 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $4.8M | 83k | 58.34 | |
| Western Union Company (WU) | 0.3 | $4.8M | 280k | 17.25 | |
| Precision Drilling Corp Com 2010 | 0.3 | $4.8M | 515k | 9.35 | |
| Time Warner Com New | 0.3 | $4.8M | 68k | 69.72 | |
| Agnico (AEM) | 0.3 | $4.7M | 180k | 26.35 | |
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $4.7M | 27k | 177.88 | |
| Intel Corporation (INTC) | 0.3 | $4.6M | 178k | 25.96 | |
| Starbucks Corporation (SBUX) | 0.3 | $4.6M | 59k | 78.39 | |
| Fastenal Company (FAST) | 0.3 | $4.5M | 95k | 47.51 | |
| Cbs Corp CL B | 0.3 | $4.4M | 69k | 63.74 | |
| Cerner Corporation | 0.3 | $4.3M | 78k | 55.74 | |
| Transalta Corp (TAC) | 0.3 | $4.3M | 341k | 12.67 | |
| American Express Company (AXP) | 0.3 | $4.2M | 47k | 90.73 | |
| Mead Johnson Nutrition | 0.3 | $4.2M | 50k | 83.76 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $4.0M | 42k | 95.10 | |
| Skyworks Solutions (SWKS) | 0.3 | $3.9M | 137k | 28.56 | |
| National Fuel Gas (NFG) | 0.3 | $3.9M | 55k | 71.40 | |
| Range Resources (RRC) | 0.3 | $3.9M | 46k | 84.31 | |
| MetLife (MET) | 0.3 | $3.8M | 70k | 53.92 | |
| Cameco Corporation (CCJ) | 0.2 | $3.7M | 179k | 20.72 | |
| Joy Global | 0.2 | $3.7M | 63k | 58.49 | |
| 3-d Sys Corp Del Com New (DDD) | 0.2 | $3.7M | 40k | 92.93 | |
| United Parcel Service CL B (UPS) | 0.2 | $3.7M | 35k | 105.08 | |
| Dr Pepper Snapple | 0.2 | $3.6M | 75k | 48.72 | |
| Hasbro (HAS) | 0.2 | $3.6M | 66k | 55.01 | |
| Priceline Com New | 0.2 | $3.6M | 3.1k | 1162.40 | |
| PNC Financial Services (PNC) | 0.2 | $3.6M | 46k | 77.58 | |
| Kohl's Corporation (KSS) | 0.2 | $3.5M | 62k | 56.75 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $3.5M | 481k | 7.35 | |
| EOG Resources (EOG) | 0.2 | $3.5M | 21k | 167.84 | |
| Lazard Shs A | 0.2 | $3.5M | 77k | 45.32 | |
| General Dynamics Corporation (GD) | 0.2 | $3.5M | 36k | 95.55 | |
| General Growth Properties | 0.2 | $3.5M | 173k | 20.07 | |
| Chesapeake Energy Corporation | 0.2 | $3.3M | 123k | 27.14 | |
| Corning Incorporated (GLW) | 0.2 | $3.3M | 187k | 17.82 | |
| Cme (CME) | 0.2 | $3.3M | 42k | 78.46 | |
| Morgan Stanley Com New (MS) | 0.2 | $3.2M | 101k | 31.36 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.1M | 30k | 104.46 | |
| Realogy Hldgs (HOUS) | 0.2 | $3.1M | 62k | 49.47 | |
| American Intl Group Com New (AIG) | 0.2 | $3.0M | 60k | 51.05 | |
| SYSCO Corporation (SYY) | 0.2 | $3.0M | 84k | 36.10 | |
| Williams Partners Com Unit L P | 0.2 | $3.0M | 59k | 50.86 | |
| Msci (MSCI) | 0.2 | $3.0M | 69k | 43.72 | |
| Blackstone Group Com Unit Ltd | 0.2 | $3.0M | 94k | 31.50 | |
| Verizon Communications (VZ) | 0.2 | $3.0M | 60k | 49.14 | |
| Us Bancorp Del Com New (USB) | 0.2 | $2.9M | 73k | 40.40 | |
| Pepsi (PEP) | 0.2 | $2.9M | 36k | 82.94 | |
| Starz Com Ser A | 0.2 | $2.9M | 100k | 29.24 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.9M | 45k | 64.52 | |
| Chevron Corporation (CVX) | 0.2 | $2.9M | 23k | 124.91 | |
| Dick's Sporting Goods (DKS) | 0.2 | $2.9M | 50k | 58.10 | |
| Emerson Electric (EMR) | 0.2 | $2.9M | 41k | 70.18 | |
| Kraft Foods | 0.2 | $2.9M | 53k | 53.92 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $2.9M | 43k | 66.58 | |
| Wynn Resorts (WYNN) | 0.2 | $2.8M | 15k | 194.21 | |
| Partner Re | 0.2 | $2.8M | 26k | 105.43 | |
| Corrections Corp Amer Com New | 0.2 | $2.8M | 86k | 32.07 | |
| BlackRock | 0.2 | $2.7M | 8.6k | 316.47 | |
| Raytheon Com New | 0.2 | $2.7M | 30k | 90.70 | |
| Lululemon Athletica (LULU) | 0.2 | $2.7M | 46k | 59.03 | |
| Staples | 0.2 | $2.7M | 170k | 15.89 | |
| Coach | 0.2 | $2.7M | 47k | 56.13 | |
| Ca | 0.2 | $2.6M | 78k | 33.65 | |
| Bob Evans Farms | 0.2 | $2.6M | 51k | 50.59 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.6M | 63k | 41.20 | |
| Teck Resources CL B (TECK) | 0.2 | $2.6M | 98k | 26.00 | |
| Howard Hughes | 0.2 | $2.6M | 21k | 120.10 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.5M | 32k | 78.69 | |
| Darden Restaurants (DRI) | 0.2 | $2.5M | 46k | 54.37 | |
| Norfolk Southern (NSC) | 0.2 | $2.5M | 27k | 92.83 | |
| Gilead Sciences (GILD) | 0.2 | $2.5M | 33k | 75.15 | |
| Randgold Res Adr | 0.2 | $2.5M | 39k | 62.81 | |
| Iron Mountain Incorporated | 0.2 | $2.4M | 80k | 30.35 | |
| Owens & Minor (OMI) | 0.2 | $2.4M | 65k | 36.56 | |
| Facebook Cl A (META) | 0.2 | $2.4M | 43k | 54.66 | |
| Fortinet (FTNT) | 0.2 | $2.3M | 122k | 19.13 | |
| Ensco Shs Class A | 0.2 | $2.3M | 41k | 57.18 | |
| J Global (ZD) | 0.2 | $2.3M | 46k | 50.01 | |
| Geo | 0.2 | $2.3M | 72k | 32.22 | |
| Nucor Corporation (NUE) | 0.2 | $2.3M | 43k | 53.38 | |
| Primero Mining Corporation | 0.2 | $2.3M | 518k | 4.40 | |
| Ingredion Incorporated (INGR) | 0.1 | $2.3M | 33k | 68.46 | |
| Molson Coors Brewing CL B (TAP) | 0.1 | $2.3M | 40k | 56.15 | |
| Fortuna Silver Mines | 0.1 | $2.2M | 767k | 2.87 | |
| CIGNA Corporation | 0.1 | $2.2M | 25k | 87.48 | |
| Hca Holdings (HCA) | 0.1 | $2.1M | 44k | 47.71 | |
| Procter & Gamble Company (PG) | 0.1 | $2.0M | 25k | 81.41 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $2.0M | 137k | 14.69 | |
| Las Vegas Sands (LVS) | 0.1 | $2.0M | 25k | 78.87 | |
| Republic Services (RSG) | 0.1 | $1.9M | 58k | 33.20 | |
| Amerigas Partners Unit L P Int | 0.1 | $1.9M | 43k | 44.57 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | 13k | 148.66 | |
| BP Sponsored Adr (BP) | 0.1 | $1.9M | 39k | 48.61 | |
| F5 Networks (FFIV) | 0.1 | $1.8M | 20k | 90.86 | |
| Aircastle | 0.1 | $1.6M | 84k | 19.16 | |
| Walgreen Company | 0.1 | $1.6M | 27k | 57.44 | |
| Mindray Medical Intl Spon Adr | 0.1 | $1.6M | 43k | 36.36 | |
| Xylem (XYL) | 0.1 | $1.5M | 45k | 34.60 | |
| Avista Corporation (AVA) | 0.1 | $1.5M | 55k | 28.19 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $1.5M | 58k | 26.14 | |
| Sotheby's | 0.1 | $1.5M | 28k | 53.20 | |
| VeriFone Systems | 0.1 | $1.4M | 51k | 26.82 | |
| Kansas City Southern Com New | 0.1 | $1.4M | 11k | 123.83 | |
| BJ's Restaurants (BJRI) | 0.1 | $1.3M | 42k | 31.06 | |
| Memorial Prodtn Partners Com U Rep Ltd | 0.1 | $1.3M | 58k | 21.94 | |
| Spirit Airlines | 0.1 | $1.2M | 27k | 45.41 | |
| Orient-express Hotels Cl A | 0.1 | $1.2M | 78k | 15.11 | |
| Madison Square Garden Cl A | 0.1 | $1.1M | 19k | 57.58 | |
| Homeaway | 0.1 | $1.1M | 26k | 40.88 | |
| Sinclair Broadcast Group Cl A | 0.1 | $927k | 26k | 35.73 | |
| General Mills (GIS) | 0.1 | $922k | 19k | 49.91 | |
| Toll Brothers (TOL) | 0.1 | $914k | 25k | 37.00 | |
| Innophos Holdings | 0.1 | $899k | 19k | 48.60 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $881k | 14k | 63.62 | |
| Lennar Corp Cl A (LEN) | 0.1 | $879k | 22k | 39.56 | |
| BioMed Realty Trust | 0.1 | $876k | 48k | 18.12 | |
| National CineMedia | 0.1 | $854k | 43k | 19.96 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $835k | 48k | 17.44 | |
| Allegion Pub Ord Shs (ALLE) | 0.1 | $768k | 17k | 44.19 | |
| Safety Insurance (SAFT) | 0.0 | $741k | 13k | 56.30 | |
| ABM Industries (ABM) | 0.0 | $722k | 25k | 28.59 | |
| Transmontaigne Partners Com Unit L P | 0.0 | $718k | 17k | 42.50 | |
| Baytex Energy Corp (BTE) | 0.0 | $655k | 17k | 39.15 | |
| Compass Minerals International (CMP) | 0.0 | $636k | 7.9k | 80.05 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $611k | 15k | 40.70 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $574k | 29k | 19.63 | |
| Digital Realty Trust (DLR) | 0.0 | $557k | 11k | 49.12 | |
| DuPont Fabros Technology | 0.0 | $541k | 22k | 24.71 | |
| Atlantic Tele Network Com New | 0.0 | $541k | 9.6k | 56.57 | |
| Diana Shipping (DSX) | 0.0 | $502k | 38k | 13.29 | |
| Corporate Office Pptys Tr Sh Ben Int (CDP) | 0.0 | $496k | 21k | 23.69 | |
| Hillenbrand (HI) | 0.0 | $494k | 17k | 29.42 | |
| Lin Media Cl A Com | 0.0 | $490k | 17k | 28.71 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $465k | 14k | 34.44 | |
| Credicorp (BAP) | 0.0 | $420k | 3.2k | 132.73 | |
| Onebeacon Insurance Group Lt Cl A | 0.0 | $369k | 23k | 15.82 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $368k | 2.3k | 160.11 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $366k | 31k | 11.83 | |
| Mobile Telesystems Ojsc Sponsored Adr | 0.0 | $298k | 14k | 21.63 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $239k | 19k | 12.53 | |
| Wuxi Pharmatech Cayman Spons Adr Shs | 0.0 | $221k | 5.8k | 38.38 | |
| Tata Mtrs Sponsored Adr | 0.0 | $206k | 6.7k | 30.80 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $204k | 2.0k | 100.98 | |
| Sina Corp Ord | 0.0 | $198k | 2.3k | 84.25 | |
| Southern Copper Corporation (SCCO) | 0.0 | $187k | 6.5k | 28.71 | |
| Frontline SHS | 0.0 | $187k | 50k | 3.74 | |
| 58 Spon Adr Rep A | 0.0 | $186k | 4.8k | 38.34 | |
| Grupo Financiero Santander M Spon Adr Shs B | 0.0 | $185k | 14k | 13.64 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $175k | 1.8k | 97.87 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $173k | 2.1k | 83.68 | |
| Youku Tudou Sponsored Adr | 0.0 | $165k | 5.5k | 30.30 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $160k | 3.9k | 41.03 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $152k | 10k | 14.71 | |
| Cosan Shs A | 0.0 | $151k | 11k | 13.72 | |
| Qiwi Spon Adr Rep B (QIWI) | 0.0 | $77k | 1.4k | 56.00 | |
| Autohome Sp Adr Rp Cl A (ATHM) | 0.0 | $54k | 1.5k | 36.59 |