Northwest & Ethical Investments as of June 30, 2015
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 220 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 5.3 | $81M | 1.9M | 42.52 | |
| Cibc Cad (CM) | 3.4 | $52M | 697k | 73.81 | |
| Rogers Communications CL B (RCI) | 3.1 | $47M | 1.3M | 35.51 | |
| Bk Nova Cad (BNS) | 3.0 | $45M | 879k | 51.68 | |
| Telus Ord (TU) | 2.9 | $44M | 1.3M | 34.50 | |
| Canadian Natural Resources (CNQ) | 2.4 | $37M | 1.4M | 27.18 | |
| Suncor Energy (SU) | 2.4 | $37M | 1.3M | 27.58 | |
| Verizon Communications (VZ) | 2.2 | $34M | 729k | 46.61 | |
| Manulife Finl Corp (MFC) | 2.1 | $32M | 1.7M | 18.61 | |
| Kellogg Company (K) | 1.7 | $26M | 419k | 62.70 | |
| Rbc Cad (RY) | 1.7 | $26M | 428k | 61.23 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $26M | 383k | 67.76 | |
| Canadian Natl Ry (CNI) | 1.6 | $25M | 427k | 57.77 | |
| Domtar Corp Com New | 1.6 | $24M | 577k | 41.49 | |
| Symantec Corporation | 1.5 | $23M | 1.0M | 23.25 | |
| Eli Lilly & Co. (LLY) | 1.4 | $22M | 260k | 83.49 | |
| Baxter Intl Ex Distrib Wi | 1.3 | $20M | 522k | 38.00 | |
| Visa Com Cl A (V) | 1.2 | $18M | 273k | 67.15 | |
| Baxalta Incorporated | 1.2 | $18M | 567k | 31.94 | |
| Caterpillar (CAT) | 1.1 | $17M | 204k | 84.82 | |
| Johnson & Johnson (JNJ) | 1.1 | $16M | 164k | 97.46 | |
| Agrium | 1.0 | $16M | 147k | 106.12 | |
| Magna Intl Inc cl a (MGA) | 0.9 | $14M | 250k | 56.20 | |
| Bce Com New (BCE) | 0.9 | $14M | 323k | 42.54 | |
| Priceline Grp Com New | 0.9 | $14M | 12k | 1151.37 | |
| Discovery Communicatns Com Ser A | 0.9 | $14M | 405k | 33.26 | |
| Hess (HES) | 0.9 | $13M | 198k | 66.88 | |
| Skyworks Solutions (SWKS) | 0.8 | $12M | 118k | 104.10 | |
| Sun Life Financial (SLF) | 0.8 | $12M | 359k | 33.43 | |
| Time Warner Com New | 0.8 | $12M | 136k | 87.41 | |
| Ritchie Bros. Auctioneers Inco | 0.7 | $11M | 406k | 27.94 | |
| General Electric Company | 0.7 | $11M | 423k | 26.57 | |
| Mastercard Cl A (MA) | 0.7 | $11M | 120k | 93.48 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.7 | $11M | 324k | 34.44 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.7 | $11M | 288k | 38.32 | |
| Tesla Motors (TSLA) | 0.7 | $11M | 39k | 268.26 | |
| Goldcorp | 0.7 | $10M | 641k | 16.25 | |
| eBay (EBAY) | 0.7 | $10M | 167k | 60.24 | |
| Yum! Brands (YUM) | 0.7 | $10M | 111k | 90.08 | |
| Express Scripts Holding | 0.6 | $9.6M | 108k | 88.94 | |
| Cameron International Corporation | 0.6 | $9.1M | 175k | 52.37 | |
| Alcoa | 0.6 | $9.1M | 820k | 11.15 | |
| Firstservice Corp Sub Vtg Sh | 0.6 | $9.1M | 325k | 27.83 | |
| Viacom CL B | 0.6 | $9.0M | 139k | 64.64 | |
| Cenovus Energy (CVE) | 0.6 | $8.9M | 553k | 16.01 | |
| Amc Networks Cl A (AMCX) | 0.6 | $8.8M | 108k | 81.85 | |
| Electronic Arts (EA) | 0.6 | $8.8M | 132k | 66.50 | |
| Cerner Corporation | 0.6 | $8.8M | 127k | 69.06 | |
| Google CL C | 0.6 | $8.8M | 17k | 520.51 | |
| Google Cl A | 0.6 | $8.7M | 16k | 540.04 | |
| Apple (AAPL) | 0.6 | $8.7M | 69k | 125.42 | |
| Halliburton Company (HAL) | 0.6 | $8.6M | 201k | 43.07 | |
| American Express Company (AXP) | 0.6 | $8.4M | 109k | 77.72 | |
| ScanSource (SCSC) | 0.6 | $8.4M | 220k | 38.06 | |
| Mitel Networks Corp | 0.6 | $8.4M | 943k | 8.88 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $8.2M | 16k | 510.13 | |
| Union Pacific Corporation (UNP) | 0.5 | $8.1M | 85k | 95.37 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $7.9M | 68k | 116.33 | |
| Merck & Co (MRK) | 0.5 | $7.8M | 137k | 56.93 | |
| Adt | 0.5 | $7.6M | 226k | 33.57 | |
| Methanex Corp (MEOH) | 0.5 | $7.2M | 129k | 55.89 | |
| Weyerhaeuser Company (WY) | 0.5 | $7.1M | 227k | 31.50 | |
| Amdocs SHS (DOX) | 0.5 | $7.1M | 130k | 54.59 | |
| EMC Corporation | 0.5 | $6.9M | 261k | 26.39 | |
| Facebook Cl A (META) | 0.5 | $6.9M | 80k | 85.77 | |
| Popular Com New (BPOP) | 0.5 | $6.8M | 237k | 28.86 | |
| Microsoft Corporation (MSFT) | 0.4 | $6.8M | 154k | 44.15 | |
| Tripadvisor (TRIP) | 0.4 | $6.6M | 76k | 87.14 | |
| PNC Financial Services (PNC) | 0.4 | $6.6M | 69k | 95.65 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.4 | $6.4M | 253k | 25.46 | |
| Danaher Corporation (DHR) | 0.4 | $6.3M | 74k | 85.59 | |
| Realogy Hldgs (HOUS) | 0.4 | $6.1M | 130k | 46.72 | |
| Oracle Corporation (ORCL) | 0.4 | $6.0M | 148k | 40.30 | |
| Potash Corp. Of Saskatchewan I | 0.4 | $5.9M | 191k | 31.01 | |
| BB&T Corporation | 0.4 | $5.9M | 146k | 40.31 | |
| Coca-Cola Company (KO) | 0.4 | $5.8M | 147k | 39.23 | |
| Iron Mountain (IRM) | 0.4 | $5.7M | 184k | 31.00 | |
| Joy Global | 0.4 | $5.6M | 155k | 36.20 | |
| McDonald's Corporation (MCD) | 0.4 | $5.5M | 58k | 95.07 | |
| Intel Corporation (INTC) | 0.4 | $5.5M | 181k | 30.41 | |
| SLM Corporation (SLM) | 0.4 | $5.5M | 553k | 9.87 | |
| Wells Fargo & Company (WFC) | 0.3 | $5.3M | 94k | 56.24 | |
| National Fuel Gas (NFG) | 0.3 | $5.3M | 90k | 58.89 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $5.3M | 68k | 77.77 | |
| Us Bancorp Del Com New (USB) | 0.3 | $5.0M | 115k | 43.40 | |
| Fastenal Company (FAST) | 0.3 | $4.8M | 113k | 42.18 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $4.7M | 65k | 72.52 | |
| Performance Sports | 0.3 | $4.7M | 262k | 18.02 | |
| SYSCO Corporation (SYY) | 0.3 | $4.7M | 131k | 36.10 | |
| Evertec (EVTC) | 0.3 | $4.7M | 221k | 21.24 | |
| Omni (OMC) | 0.3 | $4.6M | 66k | 69.49 | |
| Kohl's Corporation (KSS) | 0.3 | $4.6M | 73k | 62.61 | |
| CVS Caremark Corporation (CVS) | 0.3 | $4.4M | 42k | 104.88 | |
| Directv | 0.3 | $4.4M | 47k | 92.79 | |
| Range Resources (RRC) | 0.3 | $4.4M | 88k | 49.38 | |
| Vermilion Energy (VET) | 0.3 | $4.2M | 98k | 43.25 | |
| Blackstone Group Com Unit Ltd | 0.3 | $4.2M | 104k | 40.87 | |
| Qualcomm (QCOM) | 0.3 | $4.2M | 67k | 62.63 | |
| Fortuna Silver Mines | 0.3 | $4.2M | 1.1M | 3.65 | |
| Home Depot (HD) | 0.3 | $4.2M | 37k | 111.13 | |
| Motorola Solutions Com New (MSI) | 0.3 | $4.2M | 73k | 57.34 | |
| Western Union Company (WU) | 0.3 | $4.1M | 204k | 20.33 | |
| Brookfield Ppty Partners Unit Ltd Partn | 0.3 | $4.1M | 184k | 22.14 | |
| United Parcel Service CL B (UPS) | 0.3 | $3.9M | 41k | 96.91 | |
| Plum Creek Timber | 0.3 | $3.9M | 97k | 40.57 | |
| VeriFone Systems | 0.3 | $3.9M | 115k | 33.96 | |
| Juniper Networks (JNPR) | 0.3 | $3.9M | 150k | 25.97 | |
| Molson Coors Brewing CL B (TAP) | 0.2 | $3.7M | 54k | 69.81 | |
| CIGNA Corporation | 0.2 | $3.7M | 23k | 162.00 | |
| Gilead Sciences (GILD) | 0.2 | $3.7M | 32k | 117.08 | |
| Weatherford Intl Ord Shs | 0.2 | $3.7M | 303k | 12.27 | |
| Emerson Electric (EMR) | 0.2 | $3.7M | 67k | 55.43 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.7M | 35k | 105.97 | |
| J Global (ZD) | 0.2 | $3.6M | 53k | 67.94 | |
| Lazard Shs A | 0.2 | $3.6M | 64k | 56.24 | |
| Stantec (STN) | 0.2 | $3.6M | 122k | 29.26 | |
| Target Corporation (TGT) | 0.2 | $3.6M | 44k | 81.63 | |
| Primero Mining Corporation | 0.2 | $3.5M | 903k | 3.90 | |
| Sinclair Broadcast Group Cl A | 0.2 | $3.5M | 126k | 27.91 | |
| Ingersoll-rand SHS | 0.2 | $3.5M | 52k | 67.42 | |
| Chevron Corporation (CVX) | 0.2 | $3.4M | 36k | 96.47 | |
| Biogen Idec (BIIB) | 0.2 | $3.4M | 8.5k | 403.94 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $3.4M | 102k | 33.26 | |
| Homeaway | 0.2 | $3.4M | 108k | 31.12 | |
| Owens Corning (OC) | 0.2 | $3.4M | 81k | 41.25 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.3M | 47k | 70.93 | |
| Republic Services (RSG) | 0.2 | $3.3M | 85k | 39.17 | |
| Masco Corporation (MAS) | 0.2 | $3.2M | 121k | 26.67 | |
| Citigroup Com New (C) | 0.2 | $3.2M | 58k | 55.24 | |
| Unilever Spon Adr New (UL) | 0.2 | $3.2M | 74k | 42.96 | |
| Agnico (AEM) | 0.2 | $3.2M | 112k | 28.43 | |
| Hmh Holdings | 0.2 | $3.2M | 125k | 25.20 | |
| Cme (CME) | 0.2 | $3.0M | 33k | 93.06 | |
| Baytex Energy Corp (BTE) | 0.2 | $3.0M | 190k | 15.58 | |
| Transglobe Energy Corp | 0.2 | $2.9M | 723k | 3.99 | |
| Geo Group Inc/the reit (GEO) | 0.2 | $2.8M | 83k | 34.16 | |
| Norfolk Southern (NSC) | 0.2 | $2.8M | 32k | 87.36 | |
| Howard Hughes | 0.2 | $2.8M | 19k | 143.54 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.7M | 70k | 38.79 | |
| Gannett | 0.2 | $2.7M | 85k | 32.07 | |
| Lululemon Athletica (LULU) | 0.2 | $2.7M | 41k | 65.30 | |
| Owens & Minor (OMI) | 0.2 | $2.7M | 79k | 34.00 | |
| Amerigas Partners Unit L P Int | 0.2 | $2.6M | 57k | 45.71 | |
| Compass Minerals International (CMP) | 0.2 | $2.5M | 30k | 82.14 | |
| General Growth Properties | 0.2 | $2.5M | 97k | 25.66 | |
| Cyrusone | 0.2 | $2.4M | 83k | 29.45 | |
| Aircastle | 0.2 | $2.4M | 107k | 22.67 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $2.4M | 397k | 6.10 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.3M | 29k | 82.27 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.2 | $2.3M | 64k | 36.45 | |
| Hasbro (HAS) | 0.2 | $2.3M | 31k | 74.79 | |
| Pepsi (PEP) | 0.1 | $2.3M | 24k | 93.34 | |
| Cinemark Holdings (CNK) | 0.1 | $2.3M | 56k | 40.17 | |
| Macy's (M) | 0.1 | $2.2M | 32k | 67.47 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $2.1M | 11k | 199.08 | |
| Madison Square Garden Cl A | 0.1 | $2.1M | 26k | 83.49 | |
| Enbridge (ENB) | 0.1 | $2.1M | 44k | 46.83 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $2.0M | 135k | 15.01 | |
| Communications Sales&leas Incom us equities / etf's | 0.1 | $1.9M | 78k | 24.72 | |
| Hca Holdings (HCA) | 0.1 | $1.9M | 21k | 90.72 | |
| Knowles (KN) | 0.1 | $1.9M | 105k | 18.10 | |
| Qihoo 360 Technology Ads | 0.1 | $1.9M | 28k | 67.69 | |
| Bemis Company | 0.1 | $1.9M | 41k | 45.01 | |
| Nucor Corporation (NUE) | 0.1 | $1.8M | 40k | 44.07 | |
| Sotheby's | 0.1 | $1.7M | 39k | 45.24 | |
| Allegion Pub Ord Shs (ALLE) | 0.1 | $1.6M | 26k | 60.14 | |
| Hertz Global Holdings | 0.1 | $1.5M | 84k | 18.12 | |
| Las Vegas Sands (LVS) | 0.1 | $1.4M | 27k | 52.57 | |
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.1 | $1.4M | 46k | 30.96 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.4M | 65k | 21.67 | |
| Liberty Global Shs Cl A | 0.1 | $1.4M | 25k | 54.07 | |
| Shire Sponsored Adr | 0.1 | $1.3M | 5.4k | 241.49 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $1.3M | 18k | 69.77 | |
| CNA Financial Corporation (CNA) | 0.1 | $1.2M | 31k | 38.21 | |
| Cipher Pharmaceuticals | 0.1 | $1.2M | 135k | 8.55 | |
| Memorial Prodtn Partners Com U Rep Ltd | 0.1 | $1.1M | 75k | 14.85 | |
| Tronox Shs Cl A | 0.1 | $1.1M | 74k | 14.63 | |
| ABM Industries (ABM) | 0.1 | $1.1M | 33k | 32.87 | |
| Innophos Holdings | 0.1 | $1.1M | 21k | 52.64 | |
| Imperial Oil Com New (IMO) | 0.1 | $1.0M | 26k | 38.68 | |
| Ryanair Hldgs Sponsored Adr | 0.1 | $931k | 13k | 71.35 | |
| Manitowoc Company | 0.1 | $917k | 47k | 19.60 | |
| Belmond Cl A | 0.1 | $884k | 71k | 12.49 | |
| Interpublic Group of Companies (IPG) | 0.1 | $811k | 42k | 19.27 | |
| Itau Unibanco Hldg Sa Spon Adr Rep Pfd (ITUB) | 0.1 | $793k | 72k | 10.95 | |
| Icici Bk Adr (IBN) | 0.0 | $731k | 70k | 10.42 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $725k | 28k | 25.74 | |
| Sociedad Quimica Minera De C Spon Adr Ser B (SQM) | 0.0 | $652k | 41k | 16.02 | |
| National CineMedia | 0.0 | $620k | 39k | 15.96 | |
| Gannett | 0.0 | $593k | 42k | 13.99 | |
| Myers Industries (MYE) | 0.0 | $582k | 31k | 19.00 | |
| Atlantic Tele Network Com New | 0.0 | $577k | 8.4k | 69.08 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $557k | 17k | 32.36 | |
| Ing Groep N V DBCV 6.500%12/2 | 0.0 | $548k | 570k | 0.96 | |
| Blackberry (BB) | 0.0 | $536k | 66k | 8.19 | |
| Transmontaigne Partners Com Unit L P | 0.0 | $517k | 14k | 38.00 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $512k | 11k | 47.76 | |
| CSG Systems International (CSGS) | 0.0 | $505k | 16k | 31.66 | |
| Ing Groep N V DBCV 6.000%12/2 | 0.0 | $495k | 500k | 0.99 | |
| Stock Yards Ban (SYBT) | 0.0 | $475k | 13k | 37.79 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $434k | 7.2k | 60.53 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $420k | 26k | 16.40 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $408k | 45k | 9.16 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $407k | 7.4k | 55.32 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $368k | 17k | 22.25 | |
| Luxoft Hldg Ord Shs Cl A | 0.0 | $332k | 5.9k | 56.55 | |
| Credicorp (BAP) | 0.0 | $288k | 2.1k | 138.92 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $237k | 3.9k | 61.09 | |
| Tata Mtrs Sponsored Adr | 0.0 | $214k | 6.2k | 34.47 | |
| Wuxi Pharmatech Cayman Spons Adr Shs | 0.0 | $198k | 4.7k | 42.26 | |
| China Mobile Sponsored Adr | 0.0 | $184k | 2.9k | 64.09 | |
| Washington Trust Ban (WASH) | 0.0 | $165k | 4.2k | 39.48 | |
| Atento S A SHS | 0.0 | $136k | 9.4k | 14.38 | |
| China Biologic Products | 0.0 | $116k | 1.0k | 115.16 | |
| Frontline SHS | 0.0 | $114k | 47k | 2.44 | |
| Grupo Financiero Santander M Spon Adr Shs B | 0.0 | $113k | 12k | 9.15 | |
| Qiwi Spon Adr Rep B (QIWI) | 0.0 | $101k | 3.6k | 28.05 | |
| Southern Copper Corporation (SCCO) | 0.0 | $97k | 3.3k | 29.41 | |
| 58 Spon Adr Rep A | 0.0 | $86k | 1.3k | 64.06 | |
| Seventy Seven Energy | 0.0 | $38k | 8.8k | 4.29 |