Northwest & Ethical Investments as of March 31, 2014
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 224 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 6.0 | $92M | 2.0M | 46.89 | |
| Bk Nova Cad (BNS) | 4.4 | $67M | 1.2M | 57.93 | |
| Canadian Natural Resources (CNQ) | 4.2 | $65M | 1.7M | 38.33 | |
| Suncor Energy (SU) | 3.3 | $50M | 1.4M | 34.93 | |
| Telus Ord (TU) | 3.2 | $50M | 1.4M | 35.85 | |
| Baxter International (BAX) | 2.6 | $40M | 546k | 73.58 | |
| Manulife Finl Corp (MFC) | 2.4 | $37M | 1.9M | 19.29 | |
| Symantec Corporation | 2.4 | $36M | 1.8M | 19.97 | |
| Rogers Communications CL B (RCI) | 2.3 | $35M | 832k | 41.45 | |
| Cibc Cad (CM) | 2.2 | $34M | 393k | 86.18 | |
| Rbc Cad (RY) | 1.9 | $29M | 443k | 65.95 | |
| Domtar Corp Com New | 1.9 | $29M | 256k | 112.30 | |
| Canadian Natl Ry (CNI) | 1.9 | $29M | 511k | 56.19 | |
| Merck & Co (MRK) | 1.8 | $28M | 484k | 56.77 | |
| Caterpillar (CAT) | 1.6 | $24M | 246k | 99.37 | |
| Sun Life Financial (SLF) | 1.3 | $20M | 573k | 34.63 | |
| Eni S P A Sponsored Adr (E) | 1.3 | $19M | 385k | 50.17 | |
| Johnson & Johnson (JNJ) | 1.2 | $18M | 183k | 98.23 | |
| Bemis Company | 1.1 | $17M | 444k | 39.24 | |
| Bce Com New (BCE) | 1.0 | $16M | 366k | 43.08 | |
| Target Corporation (TGT) | 1.0 | $15M | 245k | 60.51 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.9 | $13M | 362k | 36.79 | |
| Cenovus Energy (CVE) | 0.8 | $13M | 444k | 28.92 | |
| Qualcomm (QCOM) | 0.8 | $13M | 161k | 78.86 | |
| Directv | 0.8 | $13M | 166k | 76.42 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.8 | $13M | 361k | 35.16 | |
| Google Cl A | 0.8 | $12M | 11k | 1114.51 | |
| Shaw Communications Cl B Conv | 0.8 | $12M | 502k | 23.88 | |
| EMC Corporation | 0.7 | $11M | 395k | 27.41 | |
| Hess (HES) | 0.7 | $11M | 130k | 82.88 | |
| Barrick Gold Corp (GOLD) | 0.7 | $11M | 598k | 17.81 | |
| Oracle Corporation (ORCL) | 0.7 | $11M | 260k | 40.91 | |
| Juniper Networks (JNPR) | 0.7 | $10M | 396k | 25.76 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $10M | 167k | 60.71 | |
| Potash Corp. Of Saskatchewan I | 0.6 | $9.9M | 273k | 36.18 | |
| Cameron International Corporation | 0.6 | $9.7M | 157k | 61.77 | |
| Apple (AAPL) | 0.6 | $9.6M | 18k | 536.74 | |
| Mitel Networks Corp | 0.6 | $9.5M | 903k | 10.56 | |
| Halliburton Company (HAL) | 0.6 | $9.1M | 155k | 58.89 | |
| ScanSource (SCSC) | 0.6 | $9.0M | 220k | 40.77 | |
| Electronic Arts (EA) | 0.6 | $9.0M | 309k | 29.01 | |
| Goldcorp | 0.6 | $8.7M | 357k | 24.40 | |
| AmerisourceBergen (COR) | 0.6 | $8.7M | 133k | 65.59 | |
| UnitedHealth (UNH) | 0.6 | $8.7M | 106k | 81.99 | |
| CVS Caremark Corporation (CVS) | 0.6 | $8.7M | 116k | 74.86 | |
| Sanofi Sponsored Adr (SNY) | 0.5 | $8.3M | 159k | 52.28 | |
| TRW Automotive Holdings | 0.5 | $8.2M | 101k | 81.62 | |
| Apache Corporation | 0.5 | $8.1M | 98k | 82.95 | |
| eBay (EBAY) | 0.5 | $7.8M | 142k | 55.24 | |
| Transglobe Energy Corp | 0.5 | $7.3M | 959k | 7.63 | |
| Amdocs SHS (DOX) | 0.5 | $7.3M | 157k | 46.46 | |
| Pembina Pipeline Corp (PBA) | 0.5 | $7.3M | 191k | 37.98 | |
| Weatherford International Lt Reg Shs | 0.5 | $7.3M | 418k | 17.36 | |
| Magna Intl Inc cl a (MGA) | 0.5 | $7.1M | 74k | 96.15 | |
| Agrium | 0.5 | $7.0M | 72k | 97.47 | |
| Time Warner Com New | 0.4 | $6.8M | 104k | 65.33 | |
| Coca-Cola Company (KO) | 0.4 | $6.6M | 171k | 38.66 | |
| Yum! Brands (YUM) | 0.4 | $6.4M | 85k | 75.39 | |
| Becton, Dickinson and (BDX) | 0.4 | $6.3M | 54k | 117.08 | |
| Bank of America Corporation (BAC) | 0.4 | $6.3M | 364k | 17.20 | |
| Cerner Corporation | 0.4 | $6.2M | 111k | 56.25 | |
| Primero Mining Corporation | 0.4 | $6.2M | 854k | 7.25 | |
| Precision Drilling Corp Com 2010 | 0.4 | $6.1M | 513k | 11.98 | |
| Amc Networks Cl A (AMCX) | 0.4 | $6.1M | 84k | 73.09 | |
| Verizon Communications (VZ) | 0.4 | $6.1M | 127k | 47.57 | |
| Intel Corporation (INTC) | 0.4 | $5.9M | 229k | 25.81 | |
| BB&T Corporation | 0.4 | $5.9M | 146k | 40.17 | |
| Disney Walt Com Disney (DIS) | 0.4 | $5.6M | 70k | 80.07 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $5.2M | 100k | 52.39 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $5.1M | 54k | 95.29 | |
| Mead Johnson Nutrition | 0.3 | $5.0M | 61k | 83.14 | |
| Western Union Company (WU) | 0.3 | $5.0M | 306k | 16.36 | |
| Corning Incorporated (GLW) | 0.3 | $4.9M | 237k | 20.82 | |
| Fastenal Company (FAST) | 0.3 | $4.9M | 100k | 49.32 | |
| National Fuel Gas (NFG) | 0.3 | $4.9M | 70k | 70.04 | |
| Sunedison | 0.3 | $4.9M | 258k | 18.84 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $4.8M | 54k | 88.94 | |
| Cbs Corp CL B | 0.3 | $4.8M | 78k | 61.80 | |
| Dr Pepper Snapple | 0.3 | $4.7M | 86k | 54.46 | |
| Priceline Com New | 0.3 | $4.6M | 3.9k | 1191.89 | |
| PNC Financial Services (PNC) | 0.3 | $4.6M | 53k | 87.00 | |
| General Dynamics Corporation (GD) | 0.3 | $4.6M | 42k | 108.92 | |
| Microsoft Corporation (MSFT) | 0.3 | $4.5M | 110k | 40.99 | |
| Ryanair Hldgs Sponsored Adr | 0.3 | $4.5M | 77k | 58.81 | |
| Realogy Hldgs (HOUS) | 0.3 | $4.4M | 102k | 43.45 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $4.4M | 592k | 7.41 | |
| Hasbro (HAS) | 0.3 | $4.2M | 75k | 55.62 | |
| EOG Resources (EOG) | 0.3 | $4.2M | 21k | 196.17 | |
| American Express Company (AXP) | 0.3 | $4.2M | 47k | 90.03 | |
| Mosaic (MOS) | 0.3 | $4.1M | 82k | 50.00 | |
| Kohl's Corporation (KSS) | 0.3 | $4.1M | 72k | 56.80 | |
| Facebook Cl A (META) | 0.3 | $4.1M | 68k | 60.24 | |
| Solarcity | 0.3 | $4.1M | 65k | 62.62 | |
| Range Resources (RRC) | 0.3 | $4.0M | 49k | 82.97 | |
| Williams Partners Com Unit L P | 0.3 | $3.9M | 77k | 50.94 | |
| United Parcel Service CL B (UPS) | 0.3 | $3.9M | 40k | 97.38 | |
| Express Scripts Holding | 0.3 | $3.9M | 52k | 75.09 | |
| Crescent Point Energy Trust | 0.2 | $3.8M | 105k | 36.51 | |
| Joy Global | 0.2 | $3.8M | 66k | 58.00 | |
| General Growth Properties | 0.2 | $3.8M | 173k | 22.00 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.2 | $3.8M | 103k | 36.81 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.8M | 34k | 110.25 | |
| MetLife (MET) | 0.2 | $3.7M | 70k | 52.80 | |
| Fortuna Silver Mines | 0.2 | $3.7M | 1.0M | 3.68 | |
| Lazard Shs A | 0.2 | $3.6M | 77k | 47.09 | |
| Us Bancorp Del Com New (USB) | 0.2 | $3.6M | 84k | 42.86 | |
| Cme (CME) | 0.2 | $3.6M | 48k | 74.01 | |
| Adt | 0.2 | $3.6M | 119k | 29.95 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $3.5M | 52k | 67.63 | |
| SYSCO Corporation (SYY) | 0.2 | $3.5M | 96k | 36.13 | |
| Tata Mtrs Sponsored Adr | 0.2 | $3.4M | 97k | 35.41 | |
| Pepsi (PEP) | 0.2 | $3.4M | 41k | 83.50 | |
| Lululemon Athletica (LULU) | 0.2 | $3.4M | 64k | 52.59 | |
| Wynn Resorts (WYNN) | 0.2 | $3.2M | 15k | 222.15 | |
| Starz Com Ser A | 0.2 | $3.2M | 100k | 32.28 | |
| Chevron Corporation (CVX) | 0.2 | $3.2M | 27k | 118.91 | |
| Chesapeake Energy Corporation | 0.2 | $3.2M | 123k | 25.62 | |
| Partner Re | 0.2 | $3.1M | 30k | 103.50 | |
| Emerson Electric (EMR) | 0.2 | $3.1M | 47k | 66.80 | |
| Blackstone Group Com Unit Ltd | 0.2 | $3.1M | 94k | 33.25 | |
| Kraft Foods | 0.2 | $3.1M | 56k | 56.10 | |
| Citigroup Com New (C) | 0.2 | $3.1M | 64k | 47.60 | |
| Msci (MSCI) | 0.2 | $3.0M | 71k | 43.02 | |
| Howard Hughes | 0.2 | $3.0M | 21k | 142.71 | |
| Equifax (EFX) | 0.2 | $3.0M | 45k | 68.03 | |
| BlackRock | 0.2 | $3.0M | 9.5k | 314.48 | |
| Ingersoll-rand SHS | 0.2 | $3.0M | 52k | 57.24 | |
| Bob Evans Farms | 0.2 | $3.0M | 59k | 50.03 | |
| Randgold Res Adr | 0.2 | $2.9M | 39k | 75.00 | |
| General Electric Company | 0.2 | $2.9M | 112k | 25.89 | |
| Hca Holdings (HCA) | 0.2 | $2.8M | 54k | 52.50 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.8M | 90k | 31.17 | |
| Republic Services (RSG) | 0.2 | $2.8M | 82k | 34.16 | |
| Ca | 0.2 | $2.8M | 89k | 30.97 | |
| Molson Coors Brewing CL B (TAP) | 0.2 | $2.7M | 46k | 58.86 | |
| Coach | 0.2 | $2.7M | 54k | 49.66 | |
| Darden Restaurants (DRI) | 0.2 | $2.7M | 53k | 50.76 | |
| Teck Resources CL B (TECK) | 0.2 | $2.7M | 125k | 21.59 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.7M | 63k | 42.78 | |
| J Global (ZD) | 0.2 | $2.7M | 53k | 50.05 | |
| Geo | 0.2 | $2.7M | 82k | 32.24 | |
| Transalta Corp (TAC) | 0.2 | $2.6M | 228k | 11.62 | |
| Imperial Oil Com New (IMO) | 0.2 | $2.6M | 56k | 46.58 | |
| Owens & Minor (OMI) | 0.2 | $2.6M | 75k | 35.03 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.2 | $2.6M | 185k | 13.87 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $2.5M | 51k | 50.40 | |
| Iron Mountain Incorporated | 0.2 | $2.5M | 92k | 27.57 | |
| Ingredion Incorporated (INGR) | 0.2 | $2.5M | 37k | 68.08 | |
| Ensco Shs Class A | 0.2 | $2.5M | 47k | 52.78 | |
| Energizer Holdings | 0.2 | $2.4M | 24k | 100.74 | |
| Nucor Corporation (NUE) | 0.2 | $2.4M | 48k | 50.54 | |
| Gilead Sciences (GILD) | 0.2 | $2.3M | 33k | 70.86 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $2.3M | 35k | 66.91 | |
| Procter & Gamble Company (PG) | 0.2 | $2.3M | 29k | 80.60 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $2.2M | 39k | 57.92 | |
| Staples | 0.1 | $2.2M | 196k | 11.34 | |
| CIGNA Corporation | 0.1 | $2.1M | 25k | 83.73 | |
| Amerigas Partners Unit L P Int | 0.1 | $2.1M | 49k | 42.25 | |
| Apollo Ed Group Cl A | 0.1 | $2.1M | 60k | 34.24 | |
| Xylem (XYL) | 0.1 | $2.0M | 54k | 36.42 | |
| Norfolk Southern (NSC) | 0.1 | $1.9M | 20k | 97.17 | |
| Las Vegas Sands (LVS) | 0.1 | $1.9M | 24k | 80.78 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $1.9M | 13k | 152.38 | |
| Weyerhaeuser Company (WY) | 0.1 | $1.9M | 65k | 29.35 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.9M | 25k | 76.43 | |
| Aircastle | 0.1 | $1.9M | 97k | 19.38 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $1.9M | 67k | 27.89 | |
| BP Sponsored Adr (BP) | 0.1 | $1.9M | 39k | 48.10 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.9M | 32k | 58.81 | |
| VeriFone Systems | 0.1 | $1.7M | 51k | 33.82 | |
| Sinclair Broadcast Group Cl A | 0.1 | $1.7M | 63k | 27.09 | |
| Sociedad Quimica Minera De C Spon Adr Ser B (SQM) | 0.1 | $1.6M | 49k | 31.74 | |
| Memorial Prodtn Partners Com U Rep Ltd | 0.1 | $1.5M | 66k | 22.53 | |
| Fortinet (FTNT) | 0.1 | $1.4M | 66k | 22.03 | |
| Lennar Corp Cl A (LEN) | 0.1 | $1.4M | 36k | 39.62 | |
| Toll Brothers (TOL) | 0.1 | $1.4M | 39k | 35.90 | |
| Liberty Global Shs Cl A | 0.1 | $1.2M | 30k | 41.60 | |
| Sotheby's | 0.1 | $1.2M | 28k | 43.55 | |
| Innophos Holdings | 0.1 | $1.2M | 21k | 56.70 | |
| Soufun Hldgs Adr | 0.1 | $1.2M | 17k | 68.42 | |
| Orient-express Hotels Cl A | 0.1 | $1.1M | 78k | 14.41 | |
| Madison Square Garden Cl A | 0.1 | $1.1M | 19k | 56.78 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.1M | 29k | 37.52 | |
| F5 Networks (FFIV) | 0.1 | $1.1M | 10k | 106.63 | |
| Avista Corporation (AVA) | 0.1 | $1.0M | 34k | 30.65 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $1.0M | 14k | 72.56 | |
| BioMed Realty Trust | 0.1 | $991k | 48k | 20.49 | |
| Cinemark Holdings (CNK) | 0.1 | $958k | 33k | 29.01 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $908k | 48k | 18.96 | |
| ABM Industries (ABM) | 0.1 | $835k | 29k | 28.74 | |
| Transmontaigne Partners Com Unit L P | 0.1 | $832k | 19k | 43.08 | |
| Baytex Energy Corp (BTE) | 0.1 | $777k | 19k | 41.18 | |
| Compass Minerals International (CMP) | 0.0 | $761k | 9.2k | 82.52 | |
| Allegion Pub Ord Shs (ALLE) | 0.0 | $750k | 14k | 52.17 | |
| Atlantic Tele Network Com New | 0.0 | $727k | 11k | 65.92 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 0.0 | $723k | 19k | 37.52 | |
| Qihoo 360 Technology Ads | 0.0 | $643k | 6.5k | 99.58 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $638k | 34k | 18.91 | |
| Digital Realty Trust (DLR) | 0.0 | $602k | 11k | 53.08 | |
| Liberty Global SHS CL C | 0.0 | $600k | 15k | 40.71 | |
| National CineMedia | 0.0 | $597k | 40k | 15.00 | |
| Corporate Office Pptys Tr Sh Ben Int (CDP) | 0.0 | $590k | 22k | 26.64 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $562k | 12k | 45.96 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $554k | 14k | 41.03 | |
| DuPont Fabros Technology | 0.0 | $539k | 22k | 24.07 | |
| Safety Insurance (SAFT) | 0.0 | $484k | 9.0k | 53.85 | |
| Credicorp (BAP) | 0.0 | $437k | 3.2k | 137.92 | |
| Magicjack Vocaltec SHS | 0.0 | $425k | 20k | 21.23 | |
| Icici Bk Adr (IBN) | 0.0 | $422k | 9.6k | 43.80 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $391k | 31k | 12.63 | |
| Itau Unibanco Hldg Sa Spon Adr Rep Pfd (ITUB) | 0.0 | $362k | 24k | 14.86 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $355k | 7.0k | 50.61 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $347k | 7.9k | 43.90 | |
| Onebeacon Insurance Group Lt Cl A | 0.0 | $307k | 20k | 15.46 | |
| Mobile Telesystems Ojsc Sponsored Adr | 0.0 | $241k | 14k | 17.49 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $238k | 1.6k | 149.30 | |
| 58 Spon Adr Rep A | 0.0 | $230k | 5.5k | 41.63 | |
| Wuxi Pharmatech Cayman Spons Adr Shs | 0.0 | $212k | 5.8k | 36.86 | |
| Frontline SHS | 0.0 | $197k | 50k | 3.93 | |
| Southern Copper Corporation (SCCO) | 0.0 | $190k | 6.5k | 29.11 | |
| Sina Corp Ord | 0.0 | $142k | 2.3k | 60.41 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $130k | 4.3k | 30.19 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $119k | 10k | 11.52 | |
| Autohome Sp Adr Rp Cl A (ATHM) | 0.0 | $41k | 1.1k | 38.41 |