Northwest & Ethical Investments as of Sept. 30, 2014
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 219 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 6.5 | $97M | 2.0M | 49.31 | |
| Bk Nova Cad (BNS) | 4.9 | $73M | 1.2M | 61.80 | |
| Canadian Natural Resources (CNQ) | 3.9 | $59M | 1.5M | 38.82 | |
| Rogers Communications CL B (RCI) | 3.2 | $47M | 1.3M | 37.40 | |
| Verizon Communications (VZ) | 3.0 | $44M | 886k | 49.99 | |
| Suncor Energy (SU) | 2.9 | $44M | 1.2M | 36.16 | |
| Baxter International (BAX) | 2.9 | $43M | 599k | 71.77 | |
| Telus Ord (TU) | 2.8 | $42M | 1.2M | 34.12 | |
| Cibc Cad (CM) | 2.8 | $42M | 467k | 89.75 | |
| Canadian Natl Ry (CNI) | 2.4 | $37M | 516k | 70.94 | |
| Symantec Corporation | 2.3 | $35M | 1.5M | 23.51 | |
| Rbc Cad (RY) | 2.3 | $34M | 472k | 71.42 | |
| Manulife Finl Corp (MFC) | 2.0 | $30M | 1.6M | 19.22 | |
| Caterpillar (CAT) | 1.5 | $22M | 226k | 99.03 | |
| Eli Lilly & Co. (LLY) | 1.2 | $18M | 281k | 64.85 | |
| Eni S P A Sponsored Adr (E) | 1.2 | $18M | 385k | 47.25 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 1.2 | $18M | 572k | 31.71 | |
| Domtar Corp Com New | 1.2 | $18M | 506k | 35.08 | |
| Sun Life Financial (SLF) | 1.0 | $16M | 434k | 36.22 | |
| EMC Corporation | 0.9 | $14M | 460k | 29.26 | |
| Bce Com New (BCE) | 0.9 | $13M | 306k | 42.73 | |
| Bemis Company | 0.9 | $13M | 341k | 38.02 | |
| Qualcomm (QCOM) | 0.8 | $12M | 165k | 74.77 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.8 | $12M | 357k | 34.37 | |
| Cenovus Energy (CVE) | 0.8 | $12M | 448k | 26.88 | |
| Microsoft Corporation (MSFT) | 0.8 | $12M | 252k | 46.36 | |
| Cerner Corporation | 0.8 | $11M | 190k | 59.57 | |
| Magna Intl Inc cl a (MGA) | 0.7 | $11M | 118k | 94.84 | |
| Mitel Networks Corp | 0.7 | $11M | 1.2M | 9.14 | |
| Merck & Co (MRK) | 0.7 | $11M | 177k | 59.28 | |
| Cameron International Corporation | 0.7 | $10M | 157k | 66.38 | |
| Juniper Networks (JNPR) | 0.7 | $10M | 458k | 22.15 | |
| eBay (EBAY) | 0.7 | $9.9M | 176k | 56.63 | |
| Apache Corporation | 0.7 | $9.8M | 104k | 93.87 | |
| Oracle Corporation (ORCL) | 0.6 | $9.5M | 247k | 38.28 | |
| CVS Caremark Corporation (CVS) | 0.6 | $9.2M | 116k | 79.59 | |
| Goldcorp | 0.6 | $9.1M | 394k | 23.04 | |
| Johnson & Johnson (JNJ) | 0.6 | $8.7M | 82k | 106.59 | |
| Hess (HES) | 0.5 | $8.1M | 86k | 94.32 | |
| Potash Corp. Of Saskatchewan I | 0.5 | $8.0M | 232k | 34.60 | |
| Weatherford Intl Ord Shs | 0.5 | $7.9M | 381k | 20.80 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $7.9M | 131k | 60.24 | |
| ScanSource (SCSC) | 0.5 | $7.6M | 220k | 34.59 | |
| Adt | 0.5 | $7.6M | 215k | 35.46 | |
| Amc Networks Cl A (AMCX) | 0.5 | $7.6M | 130k | 58.42 | |
| Coca-Cola Company (KO) | 0.5 | $7.3M | 171k | 42.66 | |
| Priceline Grp Com New | 0.5 | $7.0M | 6.1k | 1158.58 | |
| Energizer Holdings | 0.5 | $7.0M | 57k | 123.21 | |
| Occidental Petroleum Corporation (OXY) | 0.5 | $7.0M | 72k | 96.15 | |
| Electronic Arts (EA) | 0.5 | $6.9M | 195k | 35.61 | |
| Intel Corporation (INTC) | 0.5 | $6.9M | 198k | 34.82 | |
| Fastenal Company (FAST) | 0.5 | $6.9M | 153k | 44.90 | |
| Amdocs SHS (DOX) | 0.5 | $6.8M | 148k | 45.88 | |
| National Fuel Gas (NFG) | 0.4 | $6.7M | 96k | 69.99 | |
| Pembina Pipeline Corp (PBA) | 0.4 | $6.7M | 160k | 42.09 | |
| Yum! Brands (YUM) | 0.4 | $6.6M | 92k | 71.98 | |
| Bank Of Montreal Cadcom (BMO) | 0.4 | $6.5M | 88k | 73.55 | |
| Agrium | 0.4 | $6.4M | 72k | 88.83 | |
| Brookfield Ppty Partners Unit Ltd Partn | 0.4 | $6.2M | 296k | 21.01 | |
| Transglobe Energy Corp | 0.4 | $5.9M | 972k | 6.08 | |
| Mosaic (MOS) | 0.4 | $5.9M | 133k | 44.41 | |
| Mead Johnson Nutrition | 0.4 | $5.8M | 61k | 96.22 | |
| PNC Financial Services (PNC) | 0.4 | $5.7M | 67k | 85.58 | |
| Google Cl A | 0.4 | $5.6M | 9.4k | 588.41 | |
| Google CL C | 0.4 | $5.5M | 9.6k | 577.36 | |
| Visa Com Cl A (V) | 0.4 | $5.5M | 26k | 213.37 | |
| Express Scripts Holding | 0.4 | $5.5M | 77k | 70.63 | |
| Mastercard Cl A (MA) | 0.4 | $5.4M | 73k | 73.92 | |
| Covanta Holding Corporation | 0.4 | $5.4M | 253k | 21.22 | |
| Iron Mountain Incorporated | 0.4 | $5.2M | 161k | 32.65 | |
| Realogy Hldgs (HOUS) | 0.3 | $5.2M | 139k | 37.20 | |
| BB&T Corporation | 0.3 | $5.1M | 138k | 37.21 | |
| TRW Automotive Holdings | 0.3 | $5.0M | 49k | 101.25 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $5.0M | 82k | 60.68 | |
| Kohl's Corporation (KSS) | 0.3 | $4.9M | 81k | 61.03 | |
| Unilever Spon Adr New (UL) | 0.3 | $4.9M | 116k | 41.90 | |
| Bank of America Corporation (BAC) | 0.3 | $4.8M | 282k | 17.05 | |
| Becton, Dickinson and (BDX) | 0.3 | $4.8M | 42k | 113.81 | |
| Williams Partners Com Unit L P | 0.3 | $4.7M | 88k | 53.05 | |
| Hasbro (HAS) | 0.3 | $4.7M | 85k | 54.99 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.3 | $4.6M | 85k | 54.67 | |
| SYSCO Corporation (SYY) | 0.3 | $4.6M | 122k | 37.95 | |
| Chevron Corporation (CVX) | 0.3 | $4.6M | 39k | 119.32 | |
| National-Oilwell Var | 0.3 | $4.6M | 60k | 76.10 | |
| Directv | 0.3 | $4.5M | 52k | 86.52 | |
| Fortuna Silver Mines | 0.3 | $4.5M | 1.1M | 4.03 | |
| United Parcel Service CL B (UPS) | 0.3 | $4.4M | 45k | 98.29 | |
| Molson Coors Brewing CL B (TAP) | 0.3 | $4.3M | 58k | 74.44 | |
| Cme (CME) | 0.3 | $4.3M | 54k | 79.95 | |
| Msci (MSCI) | 0.3 | $4.2M | 90k | 47.02 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $4.2M | 643k | 6.55 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.1M | 38k | 107.57 | |
| Bob Evans Farms | 0.3 | $4.1M | 86k | 47.34 | |
| American Express Company (AXP) | 0.3 | $4.1M | 47k | 87.54 | |
| Primero Mining Corporation | 0.3 | $4.0M | 828k | 4.86 | |
| Us Bancorp Del Com New (USB) | 0.3 | $3.9M | 94k | 41.83 | |
| Lazard Shs A | 0.3 | $3.9M | 77k | 50.70 | |
| Range Resources (RRC) | 0.3 | $3.9M | 57k | 67.81 | |
| Target Corporation (TGT) | 0.3 | $3.8M | 61k | 62.68 | |
| Lululemon Athletica (LULU) | 0.3 | $3.8M | 90k | 42.01 | |
| Crescent Point Energy Trust | 0.3 | $3.8M | 105k | 36.06 | |
| Joy Global | 0.3 | $3.8M | 69k | 54.54 | |
| Partner Re | 0.3 | $3.7M | 34k | 109.89 | |
| General Growth Properties | 0.2 | $3.7M | 158k | 23.55 | |
| Starz Com Ser A | 0.2 | $3.6M | 109k | 33.08 | |
| Western Union Company (WU) | 0.2 | $3.6M | 224k | 16.04 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.2 | $3.6M | 109k | 32.89 | |
| Republic Services (RSG) | 0.2 | $3.6M | 91k | 39.02 | |
| MetLife (MET) | 0.2 | $3.6M | 66k | 53.72 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $3.6M | 33k | 108.66 | |
| Dr Pepper Snapple | 0.2 | $3.3M | 52k | 64.31 | |
| Citigroup Com New (C) | 0.2 | $3.3M | 64k | 51.82 | |
| Geo | 0.2 | $3.3M | 87k | 38.22 | |
| Evertec (EVTC) | 0.2 | $3.3M | 146k | 22.34 | |
| Cinemark Holdings (CNK) | 0.2 | $3.2M | 95k | 34.04 | |
| Howard Hughes | 0.2 | $3.2M | 21k | 150.00 | |
| Emerson Electric (EMR) | 0.2 | $3.2M | 51k | 62.58 | |
| Morgan Stanley Com New (MS) | 0.2 | $3.1M | 90k | 34.57 | |
| Pepsi (PEP) | 0.2 | $3.0M | 33k | 93.09 | |
| J Global (ZD) | 0.2 | $3.0M | 60k | 49.36 | |
| Blackstone Group Com Unit Ltd | 0.2 | $3.0M | 94k | 31.48 | |
| Apple (AAPL) | 0.2 | $2.9M | 29k | 100.75 | |
| Ingersoll-rand SHS | 0.2 | $2.9M | 52k | 56.36 | |
| General Electric Company | 0.2 | $2.9M | 112k | 25.62 | |
| Owens & Minor (OMI) | 0.2 | $2.9M | 88k | 32.74 | |
| Amerigas Partners Unit L P Int | 0.2 | $2.8M | 62k | 45.62 | |
| Chesapeake Energy Corporation | 0.2 | $2.8M | 123k | 22.99 | |
| Enbridge (ENB) | 0.2 | $2.8M | 59k | 47.83 | |
| Ca | 0.2 | $2.8M | 101k | 27.94 | |
| Ingredion Incorporated (INGR) | 0.2 | $2.8M | 37k | 75.79 | |
| Wynn Resorts (WYNN) | 0.2 | $2.7M | 15k | 187.08 | |
| Baytex Energy Corp (BTE) | 0.2 | $2.7M | 71k | 37.79 | |
| BlackRock | 0.2 | $2.6M | 8.1k | 328.32 | |
| Hospira | 0.2 | $2.6M | 50k | 52.03 | |
| Precision Drilling Corp Com 2010 | 0.2 | $2.5M | 236k | 10.79 | |
| Facebook Cl A (META) | 0.2 | $2.5M | 31k | 79.04 | |
| Teck Resources CL B (TECK) | 0.2 | $2.4M | 127k | 18.92 | |
| Shaw Communications Cl B Conv | 0.2 | $2.4M | 98k | 24.49 | |
| Nucor Corporation (NUE) | 0.2 | $2.4M | 43k | 54.28 | |
| CIGNA Corporation | 0.2 | $2.3M | 25k | 90.69 | |
| Knowles (KN) | 0.2 | $2.3M | 86k | 26.50 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $2.2M | 147k | 14.89 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.2M | 28k | 76.47 | |
| Fortinet (FTNT) | 0.1 | $2.2M | 86k | 25.27 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.1M | 55k | 38.73 | |
| Tripadvisor (TRIP) | 0.1 | $2.1M | 23k | 91.42 | |
| Aircastle | 0.1 | $2.1M | 130k | 16.36 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $2.1M | 87k | 24.32 | |
| Apollo Ed Group Cl A | 0.1 | $2.1M | 83k | 25.15 | |
| Weyerhaeuser Company (WY) | 0.1 | $2.1M | 65k | 31.86 | |
| Sinclair Broadcast Group Cl A | 0.1 | $2.1M | 79k | 26.09 | |
| Qihoo 360 Technology Ads | 0.1 | $2.1M | 31k | 67.47 | |
| Ryanair Hldgs Sponsored Adr | 0.1 | $2.0M | 36k | 56.43 | |
| Procter & Gamble Company (PG) | 0.1 | $2.0M | 24k | 83.74 | |
| EOG Resources (EOG) | 0.1 | $2.0M | 20k | 99.02 | |
| Memorial Prodtn Partners Com U Rep Ltd | 0.1 | $1.9M | 88k | 22.00 | |
| Ensco Shs Class A | 0.1 | $1.8M | 43k | 41.31 | |
| VeriFone Systems | 0.1 | $1.7M | 50k | 34.38 | |
| Performance Sports | 0.1 | $1.7M | 105k | 16.24 | |
| BP Sponsored Adr (BP) | 0.1 | $1.7M | 39k | 43.95 | |
| Popular Com New (BPOP) | 0.1 | $1.7M | 57k | 29.43 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.7M | 29k | 58.05 | |
| Agnico (AEM) | 0.1 | $1.7M | 57k | 28.90 | |
| Cyrusone | 0.1 | $1.6M | 68k | 24.04 | |
| Madison Square Garden Cl A | 0.1 | $1.6M | 24k | 66.12 | |
| Las Vegas Sands (LVS) | 0.1 | $1.5M | 24k | 62.21 | |
| Xylem (XYL) | 0.1 | $1.4M | 40k | 35.49 | |
| Liberty Global Shs Cl A | 0.1 | $1.4M | 33k | 42.54 | |
| Liberty Global SHS CL C | 0.1 | $1.4M | 34k | 41.02 | |
| Equifax (EFX) | 0.1 | $1.4M | 18k | 74.74 | |
| Innophos Holdings | 0.1 | $1.4M | 25k | 55.09 | |
| Allegion Pub Ord Shs (ALLE) | 0.1 | $1.4M | 29k | 47.64 | |
| Sotheby's | 0.1 | $1.2M | 33k | 35.72 | |
| Homeaway | 0.1 | $1.2M | 33k | 35.50 | |
| Revlon Cl A New | 0.1 | $1.1M | 35k | 31.69 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.1M | 49k | 21.91 | |
| National CineMedia | 0.1 | $1.1M | 73k | 14.51 | |
| Lennar Corp Cl A (LEN) | 0.1 | $1.1M | 27k | 38.83 | |
| Tahoe Resources | 0.1 | $1.0M | 51k | 20.33 | |
| Toll Brothers (TOL) | 0.1 | $1.0M | 33k | 31.16 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 0.1 | $1.0M | 25k | 40.42 | |
| Transmontaigne Partners Com Unit L P | 0.1 | $996k | 24k | 41.24 | |
| Belmond Cl A | 0.1 | $907k | 78k | 11.66 | |
| Myers Industries (MYE) | 0.1 | $887k | 50k | 17.64 | |
| Compass Minerals International (CMP) | 0.1 | $883k | 11k | 84.28 | |
| Icici Bk Adr (IBN) | 0.1 | $870k | 18k | 49.10 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $811k | 16k | 52.32 | |
| ABM Industries (ABM) | 0.1 | $803k | 31k | 25.69 | |
| Atlantic Tele Network Com New | 0.1 | $778k | 14k | 53.90 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.1 | $774k | 44k | 17.51 | |
| Stantec (STN) | 0.0 | $726k | 11k | 65.38 | |
| Sociedad Quimica Minera De C Spon Adr Ser B (SQM) | 0.0 | $716k | 27k | 26.14 | |
| Blackberry (BB) | 0.0 | $714k | 72k | 9.96 | |
| CSG Systems International (CSGS) | 0.0 | $698k | 27k | 26.28 | |
| Itau Unibanco Hldg Sa Spon Adr Rep Pfd (ITUB) | 0.0 | $657k | 47k | 13.88 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $645k | 14k | 46.58 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $576k | 12k | 49.05 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $475k | 36k | 13.04 | |
| Credicorp (BAP) | 0.0 | $377k | 2.5k | 153.39 | |
| Digital Realty Trust (DLR) | 0.0 | $341k | 5.5k | 62.38 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $329k | 6.3k | 52.55 | |
| BioMed Realty Trust | 0.0 | $304k | 15k | 20.20 | |
| Corporate Office Pptys Tr Sh Ben Int (CDP) | 0.0 | $304k | 12k | 25.72 | |
| Qiwi Spon Adr Rep B (QIWI) | 0.0 | $287k | 9.1k | 31.59 | |
| Wuxi Pharmatech Cayman Spons Adr Shs | 0.0 | $278k | 7.9k | 35.02 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $256k | 1.4k | 189.01 | |
| Tata Mtrs Sponsored Adr | 0.0 | $219k | 5.0k | 43.71 | |
| Seventy Seven Energy | 0.0 | $209k | 8.8k | 23.74 | |
| Geo Group Inc/the reit (GEO) | 0.0 | $201k | 5.2k | 38.22 | |
| Southern Copper Corporation (SCCO) | 0.0 | $198k | 6.7k | 29.65 | |
| Melco Crown Entmt Adr (MLCO) | 0.0 | $197k | 7.5k | 26.29 | |
| Magicjack Vocaltec SHS | 0.0 | $197k | 20k | 9.85 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $167k | 6.0k | 27.79 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $157k | 721.00 | 218.23 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $142k | 3.2k | 44.77 | |
| Luxoft Hldg Ord Shs Cl A | 0.0 | $117k | 3.1k | 37.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $113k | 1.3k | 88.85 | |
| Idreamsky Technology Sponsored Ads | 0.0 | $72k | 4.3k | 17.01 | |
| Frontline SHS | 0.0 | $63k | 50k | 1.26 |