Northwest & Ethical Investments as of Sept. 30, 2015
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 204 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 5.4 | $70M | 1.8M | 39.27 | |
| Cibc Cad (CM) | 3.5 | $46M | 640k | 71.58 | |
| Rogers Communications CL B (RCI) | 3.1 | $40M | 1.2M | 34.33 | |
| Telus Ord (TU) | 3.0 | $38M | 1.2M | 31.39 | |
| Bk Nova Cad (BNS) | 2.9 | $38M | 865k | 43.92 | |
| Verizon Communications (VZ) | 2.5 | $33M | 760k | 43.51 | |
| Suncor Energy (SU) | 2.3 | $30M | 1.1M | 26.65 | |
| Kellogg Company (K) | 2.3 | $29M | 441k | 66.55 | |
| Canadian Natl Ry (CNI) | 2.0 | $26M | 464k | 56.58 | |
| Canadian Natural Resources (CNQ) | 2.0 | $26M | 1.3M | 19.40 | |
| Manulife Finl Corp (MFC) | 1.8 | $23M | 1.5M | 15.41 | |
| Bce Com New (BCE) | 1.7 | $22M | 536k | 40.78 | |
| Symantec Corporation | 1.5 | $20M | 1.0M | 19.47 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $19M | 311k | 60.97 | |
| Rbc Cad (RY) | 1.4 | $19M | 338k | 55.09 | |
| Visa Com Cl A (V) | 1.4 | $18M | 262k | 69.66 | |
| Sun Life Financial (SLF) | 1.4 | $18M | 559k | 32.13 | |
| Baxter International (BAX) | 1.3 | $17M | 511k | 32.85 | |
| Johnson & Johnson (JNJ) | 1.2 | $16M | 170k | 93.35 | |
| Caterpillar (CAT) | 1.2 | $16M | 237k | 65.36 | |
| Agrium | 1.1 | $15M | 165k | 89.29 | |
| Priceline Grp Com New | 1.1 | $15M | 12k | 1236.86 | |
| Baxalta Incorporated | 1.1 | $14M | 444k | 31.51 | |
| Domtar Corp Com New | 1.1 | $14M | 388k | 35.64 | |
| Google CL C | 1.0 | $13M | 22k | 608.42 | |
| Time Warner Com New | 0.9 | $12M | 178k | 68.75 | |
| Eli Lilly & Co. (LLY) | 0.9 | $12M | 145k | 83.69 | |
| Discovery Communicatns Com Ser A | 0.9 | $12M | 453k | 26.03 | |
| Mastercard Cl A (MA) | 0.9 | $12M | 129k | 90.12 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.9 | $12M | 287k | 40.47 | |
| General Electric Company | 0.8 | $11M | 423k | 25.22 | |
| Ritchie Bros. Auctioneers Inco | 0.8 | $11M | 406k | 25.76 | |
| Google Cl A | 0.8 | $10M | 16k | 638.37 | |
| Firstservice Corp Sub Vtg Sh | 0.8 | $10M | 314k | 32.20 | |
| Qualcomm (QCOM) | 0.8 | $10M | 185k | 53.73 | |
| Magna Intl Inc cl a (MGA) | 0.7 | $9.5M | 198k | 47.79 | |
| Cenovus Energy (CVE) | 0.7 | $9.4M | 620k | 15.11 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.7 | $9.1M | 323k | 28.06 | |
| Yum! Brands (YUM) | 0.7 | $9.1M | 113k | 79.95 | |
| Electronic Arts (EA) | 0.7 | $8.9M | 132k | 67.75 | |
| Alcoa | 0.7 | $8.9M | 918k | 9.66 | |
| Express Scripts Holding | 0.7 | $8.8M | 108k | 80.96 | |
| Home Depot (HD) | 0.7 | $8.5M | 73k | 115.49 | |
| Cerner Corporation | 0.6 | $8.2M | 137k | 59.96 | |
| Union Pacific Corporation (UNP) | 0.6 | $8.1M | 91k | 88.41 | |
| American Express Company (AXP) | 0.6 | $8.1M | 109k | 74.13 | |
| Goldcorp | 0.6 | $7.9M | 636k | 12.49 | |
| Procter & Gamble Company (PG) | 0.6 | $7.9M | 110k | 71.94 | |
| Amc Networks Cl A (AMCX) | 0.6 | $7.9M | 108k | 73.17 | |
| Amdocs SHS (DOX) | 0.6 | $7.4M | 130k | 56.88 | |
| Facebook Cl A (META) | 0.6 | $7.2M | 80k | 89.90 | |
| Merck & Co (MRK) | 0.5 | $7.1M | 145k | 49.39 | |
| Microsoft Corporation (MSFT) | 0.5 | $7.1M | 161k | 44.26 | |
| Halliburton Company (HAL) | 0.5 | $7.1M | 201k | 35.35 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $7.0M | 72k | 97.30 | |
| Adt | 0.5 | $7.0M | 233k | 29.90 | |
| Range Resources (RRC) | 0.5 | $6.7M | 208k | 32.12 | |
| McDonald's Corporation (MCD) | 0.5 | $6.6M | 67k | 98.53 | |
| Weyerhaeuser Company (WY) | 0.5 | $6.5M | 239k | 27.34 | |
| PNC Financial Services (PNC) | 0.5 | $6.4M | 72k | 89.20 | |
| Danaher Corporation (DHR) | 0.5 | $6.3M | 74k | 85.21 | |
| Apple (AAPL) | 0.5 | $6.2M | 56k | 110.30 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.5 | $6.1M | 261k | 23.46 | |
| Mitel Networks Corp | 0.5 | $6.1M | 943k | 6.42 | |
| Iron Mountain (IRM) | 0.5 | $6.0M | 193k | 31.02 | |
| Coca-Cola Company (KO) | 0.5 | $5.9M | 147k | 40.12 | |
| Tesla Motors (TSLA) | 0.4 | $5.8M | 24k | 248.40 | |
| Tripadvisor (TRIP) | 0.4 | $5.5M | 88k | 63.02 | |
| Realogy Hldgs (HOUS) | 0.4 | $5.4M | 143k | 37.63 | |
| Oracle Corporation (ORCL) | 0.4 | $5.3M | 148k | 36.12 | |
| SYSCO Corporation (SYY) | 0.4 | $5.3M | 137k | 38.97 | |
| BB&T Corporation | 0.4 | $5.2M | 146k | 35.60 | |
| Motorola Solutions Com New (MSI) | 0.4 | $5.2M | 76k | 68.38 | |
| Paypal Holdings (PYPL) | 0.4 | $5.2M | 167k | 31.04 | |
| Intel Corporation (INTC) | 0.4 | $5.1M | 171k | 30.14 | |
| Wells Fargo & Company (WFC) | 0.4 | $5.1M | 99k | 51.35 | |
| SLM Corporation (SLM) | 0.4 | $4.9M | 669k | 7.40 | |
| Us Bancorp Del Com New (USB) | 0.4 | $4.9M | 120k | 41.01 | |
| Weatherford Intl Ord Shs | 0.4 | $4.7M | 556k | 8.48 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $4.7M | 71k | 66.15 | |
| Molson Coors Brewing CL B (TAP) | 0.4 | $4.7M | 56k | 83.02 | |
| VeriFone Systems | 0.4 | $4.7M | 168k | 27.73 | |
| Autodesk (ADSK) | 0.4 | $4.6M | 104k | 44.14 | |
| Omni (OMC) | 0.4 | $4.6M | 70k | 65.90 | |
| Evertec (EVTC) | 0.4 | $4.6M | 253k | 18.07 | |
| Fastenal Company (FAST) | 0.3 | $4.3M | 118k | 36.61 | |
| EMC Corporation | 0.3 | $4.2M | 176k | 24.16 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $4.2M | 68k | 61.47 | |
| United Parcel Service CL B (UPS) | 0.3 | $4.2M | 43k | 98.69 | |
| eBay (EBAY) | 0.3 | $4.1M | 167k | 24.44 | |
| Wal-Mart Stores (WMT) | 0.3 | $4.0M | 62k | 64.84 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.0M | 36k | 109.04 | |
| Western Union Company (WU) | 0.3 | $3.9M | 213k | 18.36 | |
| Norfolk Southern (NSC) | 0.3 | $3.9M | 51k | 76.40 | |
| Juniper Networks (JNPR) | 0.3 | $3.8M | 150k | 25.71 | |
| Plum Creek Timber | 0.3 | $3.8M | 97k | 39.51 | |
| Potash Corp. Of Saskatchewan I | 0.3 | $3.7M | 182k | 20.48 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $3.7M | 104k | 35.87 | |
| Republic Services (RSG) | 0.3 | $3.7M | 89k | 41.20 | |
| National Fuel Gas (NFG) | 0.3 | $3.6M | 72k | 49.98 | |
| Target Corporation (TGT) | 0.3 | $3.6M | 46k | 78.66 | |
| Kohl's Corporation (KSS) | 0.3 | $3.5M | 76k | 46.31 | |
| Masco Corporation (MAS) | 0.3 | $3.5M | 139k | 25.18 | |
| Owens Corning (OC) | 0.3 | $3.4M | 81k | 41.91 | |
| Geo Group Inc/the reit (GEO) | 0.3 | $3.3M | 111k | 29.74 | |
| Blackstone Group Com Unit Ltd | 0.3 | $3.3M | 104k | 31.67 | |
| Sinclair Broadcast Group Cl A | 0.2 | $3.2M | 126k | 25.32 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | 43k | 74.35 | |
| Compass Minerals International (CMP) | 0.2 | $3.2M | 40k | 78.37 | |
| Vermilion Energy (VET) | 0.2 | $3.2M | 98k | 32.08 | |
| Vectren Corporation | 0.2 | $3.1M | 74k | 42.01 | |
| J Global (ZD) | 0.2 | $3.1M | 44k | 70.85 | |
| CIGNA Corporation | 0.2 | $3.1M | 23k | 135.02 | |
| Unilever Spon Adr New (UL) | 0.2 | $3.0M | 75k | 40.78 | |
| Cme (CME) | 0.2 | $3.0M | 33k | 92.74 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $3.0M | 101k | 30.07 | |
| Hmh Holdings | 0.2 | $2.9M | 145k | 20.31 | |
| BlackRock | 0.2 | $2.9M | 9.8k | 297.47 | |
| Citigroup Com New (C) | 0.2 | $2.9M | 58k | 49.61 | |
| Cyrusone | 0.2 | $2.9M | 88k | 32.66 | |
| Homeaway | 0.2 | $2.9M | 108k | 26.54 | |
| Lazard Shs A | 0.2 | $2.8M | 64k | 43.30 | |
| Stantec (STN) | 0.2 | $2.7M | 124k | 21.79 | |
| Owens & Minor (OMI) | 0.2 | $2.7M | 83k | 31.94 | |
| Ingersoll-rand SHS | 0.2 | $2.6M | 52k | 50.77 | |
| Emerson Electric (EMR) | 0.2 | $2.6M | 58k | 44.17 | |
| Tegna (TGNA) | 0.2 | $2.5M | 114k | 22.39 | |
| General Growth Properties | 0.2 | $2.5M | 97k | 25.97 | |
| Fortuna Silver Mines | 0.2 | $2.5M | 1.1M | 2.19 | |
| Amerigas Partners Unit L P Int | 0.2 | $2.5M | 60k | 41.53 | |
| Lululemon Athletica (LULU) | 0.2 | $2.4M | 47k | 50.65 | |
| Pepsi (PEP) | 0.2 | $2.4M | 25k | 94.30 | |
| Aircastle | 0.2 | $2.4M | 114k | 20.61 | |
| Howard Hughes | 0.2 | $2.2M | 19k | 114.74 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.2M | 70k | 31.50 | |
| Msc Indl Direct Cl A (MSM) | 0.2 | $2.2M | 36k | 61.03 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $2.2M | 444k | 4.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.1M | 36k | 58.97 | |
| Primero Mining Corporation | 0.2 | $2.1M | 903k | 2.33 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $2.0M | 15k | 137.41 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.2 | $2.0M | 64k | 31.74 | |
| Chevron Corporation (CVX) | 0.2 | $2.0M | 26k | 78.88 | |
| Knowles (KN) | 0.1 | $1.9M | 105k | 18.43 | |
| Cinemark Holdings (CNK) | 0.1 | $1.9M | 59k | 32.49 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $1.9M | 140k | 13.57 | |
| Transglobe Energy Corp | 0.1 | $1.9M | 723k | 2.61 | |
| Qihoo 360 Technology Ads | 0.1 | $1.9M | 39k | 47.83 | |
| Madison Square Garden Cl A | 0.1 | $1.8M | 26k | 72.14 | |
| Vulcan Materials Company (VMC) | 0.1 | $1.8M | 21k | 89.20 | |
| Performance Sports | 0.1 | $1.8M | 135k | 13.35 | |
| Macy's (M) | 0.1 | $1.7M | 34k | 51.32 | |
| Bemis Company | 0.1 | $1.7M | 43k | 39.57 | |
| Nucor Corporation (NUE) | 0.1 | $1.6M | 42k | 37.55 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.5M | 18k | 84.21 | |
| Allegion Pub Ord Shs (ALLE) | 0.1 | $1.5M | 26k | 57.66 | |
| Ventas (VTR) | 0.1 | $1.5M | 27k | 56.06 | |
| Communications Sales&leas Incom us equities / etf's | 0.1 | $1.5M | 83k | 17.90 | |
| Caesarstone Sdot-yam Ord Shs (CSTE) | 0.1 | $1.5M | 49k | 30.40 | |
| Hertz Global Holdings | 0.1 | $1.4M | 84k | 16.73 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.3M | 68k | 19.92 | |
| Sotheby's | 0.1 | $1.2M | 39k | 31.98 | |
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.1 | $1.2M | 48k | 24.40 | |
| CNA Financial Corporation (CNA) | 0.1 | $1.2M | 33k | 34.93 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.1 | $1.1M | 19k | 61.09 | |
| Liberty Global Shs Cl A | 0.1 | $1.1M | 25k | 42.94 | |
| Las Vegas Sands (LVS) | 0.1 | $1.0M | 27k | 37.97 | |
| Imperial Oil Com New (IMO) | 0.1 | $990k | 31k | 31.57 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $910k | 14k | 63.91 | |
| Innophos Holdings | 0.1 | $852k | 22k | 39.64 | |
| Interpublic Group of Companies (IPG) | 0.1 | $805k | 42k | 19.13 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $734k | 32k | 23.18 | |
| Belmond Cl A | 0.1 | $715k | 71k | 10.11 | |
| Atlantic Tele Network Com New | 0.1 | $701k | 9.5k | 73.93 | |
| Icici Bk Adr (IBN) | 0.0 | $607k | 73k | 8.38 | |
| Sociedad Quimica Minera De C Spon Adr Ser B (SQM) | 0.0 | $592k | 41k | 14.54 | |
| CSG Systems International (CSGS) | 0.0 | $583k | 19k | 30.80 | |
| Ing Groep N V DBCV 6.500%12/2 | 0.0 | $542k | 570k | 0.95 | |
| National CineMedia | 0.0 | $522k | 39k | 13.42 | |
| Stock Yards Ban (SYBT) | 0.0 | $519k | 14k | 36.35 | |
| Cipher Pharmaceuticals | 0.0 | $499k | 135k | 3.70 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $467k | 29k | 16.12 | |
| Transmontaigne Partners Com Unit L P | 0.0 | $428k | 16k | 27.20 | |
| 58 Spon Adr Rep A | 0.0 | $410k | 8.7k | 47.05 | |
| At&t (T) | 0.0 | $398k | 12k | 32.58 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $393k | 16k | 23.97 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $392k | 8.9k | 43.91 | |
| Blackberry (BB) | 0.0 | $382k | 62k | 6.11 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $377k | 6.0k | 62.61 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 0.0 | $335k | 20k | 16.80 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $322k | 46k | 6.99 | |
| JD Spon Adr Cl A (JD) | 0.0 | $313k | 12k | 26.06 | |
| Luxoft Hldg Ord Shs Cl A | 0.0 | $305k | 4.8k | 63.29 | |
| Credicorp (BAP) | 0.0 | $284k | 2.7k | 106.36 | |
| China Biologic Products | 0.0 | $277k | 3.1k | 89.82 | |
| Washington Trust Ban (WASH) | 0.0 | $253k | 6.6k | 38.45 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $196k | 10k | 19.09 | |
| China Mobile Sponsored Adr | 0.0 | $177k | 3.0k | 59.50 | |
| Baytex Energy Corp (BTE) | 0.0 | $158k | 50k | 3.19 | |
| Tata Mtrs Sponsored Adr | 0.0 | $144k | 6.4k | 22.50 | |
| Frontline SHS | 0.0 | $126k | 47k | 2.69 | |
| Atento S A SHS | 0.0 | $103k | 9.7k | 10.55 | |
| Grupo Financiero Santander M Spon Adr Shs B | 0.0 | $94k | 13k | 7.34 | |
| Seventy Seven Energy | 0.0 | $12k | 8.8k | 1.38 | |
| Topbuild (BLD) | 0.0 | $30.000000 | 1.00 | 30.00 |