Northwest & Ethical Investments as of Dec. 31, 2015
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 205 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 5.0 | $70M | 1.8M | 39.19 | |
| Cibc Cad (CM) | 3.9 | $55M | 828k | 65.89 | |
| Rogers Communications CL B (RCI) | 3.3 | $46M | 1.3M | 34.48 | |
| Verizon Communications (VZ) | 2.6 | $36M | 783k | 46.22 | |
| Bk Nova Cad (BNS) | 2.5 | $35M | 864k | 40.44 | |
| Kellogg Company (K) | 2.4 | $33M | 455k | 72.27 | |
| Suncor Energy (SU) | 2.3 | $32M | 1.2M | 25.81 | |
| Canadian Natural Resources (CNQ) | 2.1 | $30M | 1.4M | 21.84 | |
| Canadian Natl Ry (CNI) | 1.9 | $26M | 463k | 55.89 | |
| Symantec Corporation | 1.6 | $23M | 1.1M | 21.00 | |
| Manulife Finl Corp (MFC) | 1.5 | $21M | 1.4M | 14.99 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $21M | 320k | 66.03 | |
| Rbc Cad (RY) | 1.5 | $21M | 394k | 53.58 | |
| Priceline Grp Com New | 1.5 | $21M | 16k | 1274.95 | |
| Telus Ord (TU) | 1.4 | $20M | 711k | 27.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $20M | 26k | 758.88 | |
| Bce Com New (BCE) | 1.3 | $18M | 475k | 38.63 | |
| Caterpillar (CAT) | 1.2 | $17M | 255k | 67.96 | |
| Visa Com Cl A (V) | 1.2 | $17M | 217k | 77.55 | |
| Agrium | 1.2 | $16M | 180k | 89.36 | |
| Johnson & Johnson (JNJ) | 1.1 | $16M | 155k | 102.72 | |
| Sun Life Financial (SLF) | 1.1 | $15M | 486k | 31.18 | |
| Domtar Corp Com New | 1.0 | $14M | 388k | 36.97 | |
| Baxalta Incorporated | 1.0 | $14M | 365k | 39.03 | |
| Magna Intl Inc cl a (MGA) | 1.0 | $13M | 327k | 40.55 | |
| Facebook Cl A (META) | 0.9 | $13M | 126k | 104.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | 16k | 778.01 | |
| Mastercard Cl A (MA) | 0.9 | $13M | 129k | 97.36 | |
| Express Scripts Holding | 0.9 | $13M | 143k | 87.41 | |
| Qualcomm (QCOM) | 0.9 | $12M | 245k | 49.98 | |
| Alcoa | 0.9 | $12M | 1.2M | 9.87 | |
| Baxter International (BAX) | 0.9 | $12M | 313k | 38.15 | |
| Apple (AAPL) | 0.8 | $12M | 111k | 105.26 | |
| Cerner Corporation | 0.8 | $11M | 188k | 60.17 | |
| Firstservice Corp Sub Vtg Sh | 0.8 | $11M | 278k | 40.39 | |
| Time Warner Com New | 0.8 | $11M | 172k | 64.67 | |
| Electronic Arts (EA) | 0.8 | $11M | 161k | 68.72 | |
| Potash Corp. Of Saskatchewan I | 0.8 | $11M | 646k | 17.12 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.8 | $11M | 247k | 44.60 | |
| Discovery Communicatns Com Ser A | 0.8 | $11M | 411k | 26.68 | |
| Yum! Brands (YUM) | 0.8 | $11M | 145k | 73.05 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $10M | 81k | 127.30 | |
| Danaher Corporation (DHR) | 0.7 | $10M | 109k | 92.88 | |
| Ritchie Bros. Auctioneers Inco | 0.7 | $9.8M | 406k | 24.09 | |
| Procter & Gamble Company (PG) | 0.7 | $9.4M | 118k | 79.41 | |
| McDonald's Corporation (MCD) | 0.7 | $9.3M | 79k | 118.14 | |
| Union Pacific Corporation (UNP) | 0.7 | $9.1M | 116k | 78.20 | |
| Home Depot (HD) | 0.6 | $8.9M | 67k | 132.25 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.6 | $8.7M | 319k | 27.43 | |
| Weyerhaeuser Company (WY) | 0.6 | $8.7M | 290k | 29.98 | |
| Microsoft Corporation (MSFT) | 0.6 | $8.6M | 155k | 55.48 | |
| Cenovus Energy (CVE) | 0.6 | $8.5M | 671k | 12.64 | |
| Paypal Holdings (PYPL) | 0.6 | $8.2M | 226k | 36.20 | |
| American Express Company (AXP) | 0.6 | $8.1M | 116k | 69.55 | |
| BlackRock | 0.6 | $7.9M | 23k | 340.52 | |
| Amc Networks Cl A (AMCX) | 0.6 | $7.8M | 105k | 74.68 | |
| Tripadvisor (TRIP) | 0.5 | $7.5M | 88k | 85.25 | |
| Range Resources (RRC) | 0.5 | $7.3M | 298k | 24.61 | |
| Adt | 0.5 | $7.3M | 221k | 32.98 | |
| Mitel Networks Corp | 0.5 | $7.3M | 943k | 7.71 | |
| Goldcorp | 0.5 | $7.1M | 614k | 11.55 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.5 | $7.1M | 278k | 25.45 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $7.0M | 49k | 141.85 | |
| Dollar General (DG) | 0.5 | $6.9M | 97k | 71.87 | |
| Oracle Corporation (ORCL) | 0.5 | $6.9M | 190k | 36.53 | |
| Halliburton Company (HAL) | 0.5 | $6.8M | 201k | 34.04 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $6.6M | 68k | 96.98 | |
| PNC Financial Services (PNC) | 0.5 | $6.6M | 69k | 95.31 | |
| Coca-Cola Company (KO) | 0.5 | $6.3M | 147k | 42.96 | |
| Bank Of Montreal Cadcom (BMO) | 0.4 | $6.1M | 108k | 56.42 | |
| Realogy Hldgs (HOUS) | 0.4 | $5.9M | 162k | 36.67 | |
| Amdocs SHS (DOX) | 0.4 | $5.9M | 108k | 54.57 | |
| Wells Fargo & Company (WFC) | 0.4 | $5.8M | 108k | 54.36 | |
| SLM Corporation (SLM) | 0.4 | $5.7M | 873k | 6.52 | |
| Synchrony Financial (SYF) | 0.4 | $5.7M | 187k | 30.41 | |
| Intel Corporation (INTC) | 0.4 | $5.7M | 165k | 34.45 | |
| Us Bancorp Del Com New (USB) | 0.4 | $5.6M | 132k | 42.67 | |
| BB&T Corporation | 0.4 | $5.5M | 146k | 37.81 | |
| Evertec (EVTC) | 0.4 | $5.4M | 322k | 16.74 | |
| Omni (OMC) | 0.4 | $5.1M | 67k | 75.66 | |
| Netflix (NFLX) | 0.4 | $5.1M | 44k | 114.38 | |
| Iron Mountain (IRM) | 0.4 | $5.0M | 185k | 27.01 | |
| Motorola Solutions Com New (MSI) | 0.4 | $5.0M | 73k | 68.45 | |
| VeriFone Systems | 0.3 | $4.7M | 168k | 28.02 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $4.7M | 66k | 71.14 | |
| Fastenal Company (FAST) | 0.3 | $4.7M | 114k | 40.82 | |
| eBay (EBAY) | 0.3 | $4.6M | 167k | 27.48 | |
| Agnico (AEM) | 0.3 | $4.5M | 172k | 26.28 | |
| SYSCO Corporation (SYY) | 0.3 | $4.5M | 110k | 41.00 | |
| Unilever Spon Adr New (UL) | 0.3 | $4.4M | 103k | 43.12 | |
| Eli Lilly & Co. (LLY) | 0.3 | $4.4M | 53k | 84.26 | |
| Molson Coors Brewing CL B (TAP) | 0.3 | $4.3M | 46k | 93.92 | |
| Weatherford Intl Ord Shs | 0.3 | $4.2M | 502k | 8.39 | |
| Juniper Networks (JNPR) | 0.3 | $4.1M | 150k | 27.60 | |
| Sinclair Broadcast Group Cl A | 0.3 | $4.1M | 126k | 32.54 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $4.1M | 60k | 67.61 | |
| Autodesk (ADSK) | 0.3 | $4.0M | 66k | 60.93 | |
| United Parcel Service CL B (UPS) | 0.3 | $3.9M | 41k | 96.23 | |
| Masco Corporation (MAS) | 0.3 | $3.9M | 139k | 28.30 | |
| Hmh Holdings | 0.3 | $3.7M | 172k | 21.78 | |
| Wal-Mart Stores (WMT) | 0.3 | $3.7M | 60k | 61.30 | |
| Target Corporation (TGT) | 0.3 | $3.7M | 51k | 72.61 | |
| Western Union Company (WU) | 0.3 | $3.7M | 205k | 17.91 | |
| Compass Minerals International (CMP) | 0.3 | $3.5M | 47k | 75.27 | |
| Ventas (VTR) | 0.2 | $3.5M | 61k | 56.43 | |
| Vulcan Materials Company (VMC) | 0.2 | $3.2M | 34k | 94.97 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $3.2M | 40k | 81.27 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | 41k | 77.95 | |
| General Electric Company | 0.2 | $3.1M | 100k | 31.15 | |
| Lululemon Athletica (LULU) | 0.2 | $3.1M | 60k | 52.47 | |
| Geo Group Inc/the reit (GEO) | 0.2 | $3.1M | 107k | 28.91 | |
| Kohl's Corporation (KSS) | 0.2 | $3.1M | 64k | 47.63 | |
| Stantec (STN) | 0.2 | $3.0M | 123k | 24.80 | |
| Vectren Corporation | 0.2 | $3.0M | 72k | 42.42 | |
| Republic Services (RSG) | 0.2 | $3.0M | 69k | 43.99 | |
| Precision Drilling Corp Com 2010 | 0.2 | $3.0M | 757k | 3.95 | |
| National Fuel Gas (NFG) | 0.2 | $3.0M | 69k | 42.75 | |
| Tegna (TGNA) | 0.2 | $2.9M | 114k | 25.52 | |
| Campbell Soup Company (CPB) | 0.2 | $2.9M | 55k | 52.55 | |
| Cme (CME) | 0.2 | $2.9M | 32k | 90.60 | |
| Owens & Minor (OMI) | 0.2 | $2.9M | 80k | 35.98 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $2.9M | 15k | 189.04 | |
| Ingersoll-rand SHS | 0.2 | $2.8M | 51k | 55.29 | |
| Allegion Pub Ord Shs (ALLE) | 0.2 | $2.8M | 42k | 65.92 | |
| Tribune Media Cl A | 0.2 | $2.7M | 80k | 33.81 | |
| J Global (ZD) | 0.2 | $2.7M | 33k | 82.32 | |
| Corning Incorporated (GLW) | 0.2 | $2.7M | 146k | 18.28 | |
| Emerson Electric (EMR) | 0.2 | $2.7M | 56k | 47.83 | |
| Praxair | 0.2 | $2.7M | 26k | 102.40 | |
| Blackstone Group Com Unit Ltd | 0.2 | $2.6M | 89k | 29.24 | |
| Lazard Shs A | 0.2 | $2.6M | 58k | 45.01 | |
| Fortuna Silver Mines | 0.2 | $2.6M | 1.1M | 2.25 | |
| General Growth Properties | 0.2 | $2.5M | 93k | 27.21 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $2.5M | 88k | 28.42 | |
| Citigroup Com New (C) | 0.2 | $2.4M | 47k | 51.75 | |
| Las Vegas Sands (LVS) | 0.2 | $2.4M | 55k | 43.84 | |
| Pepsi (PEP) | 0.2 | $2.4M | 24k | 99.92 | |
| Aircastle | 0.2 | $2.3M | 109k | 20.89 | |
| Primero Mining Corporation | 0.2 | $2.3M | 1000k | 2.25 | |
| Chevron Corporation (CVX) | 0.2 | $2.2M | 25k | 89.96 | |
| Cipher Pharmaceuticals | 0.2 | $2.2M | 473k | 4.69 | |
| Howard Hughes | 0.2 | $2.2M | 20k | 113.16 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.2M | 69k | 31.81 | |
| Amerigas Partners Unit L P Int | 0.2 | $2.2M | 64k | 34.27 | |
| Caesarstone Sdot-yam Ord Shs (CSTE) | 0.1 | $2.1M | 48k | 43.34 | |
| CIGNA Corporation | 0.1 | $2.0M | 14k | 146.33 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $2.0M | 35k | 56.27 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $1.9M | 428k | 4.46 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $1.9M | 134k | 14.09 | |
| Cinemark Holdings (CNK) | 0.1 | $1.9M | 57k | 33.43 | |
| Spectra Energy Partners | 0.1 | $1.9M | 39k | 47.70 | |
| Bemis Company | 0.1 | $1.8M | 41k | 44.69 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.1 | $1.7M | 28k | 61.60 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.1 | $1.7M | 52k | 32.26 | |
| Nucor Corporation (NUE) | 0.1 | $1.6M | 40k | 40.30 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.5M | 77k | 19.86 | |
| Transglobe Energy Corp | 0.1 | $1.4M | 778k | 1.81 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.4M | 18k | 76.83 | |
| Novartis A G Sponsored Adr (NVS) | 0.1 | $1.4M | 16k | 86.04 | |
| Madison Square Garden Cl A (MSGS) | 0.1 | $1.4M | 8.3k | 161.80 | |
| Ashland | 0.1 | $1.3M | 13k | 102.70 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $1.3M | 50k | 26.59 | |
| Performance Sports | 0.1 | $1.3M | 135k | 9.64 | |
| Amazon (AMZN) | 0.1 | $1.2M | 1.8k | 675.89 | |
| CNA Financial Corporation (CNA) | 0.1 | $1.1M | 31k | 35.15 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $1.1M | 16k | 67.92 | |
| Liberty Global Shs Cl A | 0.1 | $1.1M | 25k | 42.36 | |
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.1 | $997k | 46k | 21.70 | |
| Imperial Oil Com New (IMO) | 0.1 | $934k | 29k | 32.57 | |
| Communications Sales&leas Incom us equities / etf's | 0.1 | $807k | 43k | 18.69 | |
| Sociedad Quimica Minera De C Spon Adr Ser B (SQM) | 0.1 | $774k | 41k | 19.01 | |
| Atlantic Tele Network Com New | 0.0 | $669k | 8.5k | 78.23 | |
| Belmond Cl A | 0.0 | $660k | 69k | 9.50 | |
| CSG Systems International (CSGS) | 0.0 | $621k | 17k | 35.98 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $584k | 29k | 20.23 | |
| Interpublic Group of Companies (IPG) | 0.0 | $578k | 25k | 23.28 | |
| National CineMedia | 0.0 | $571k | 36k | 15.71 | |
| Ing Groep N V DBCV 6.500%12/2 | 0.0 | $559k | 570k | 0.98 | |
| Msg Network Cl A | 0.0 | $521k | 25k | 20.80 | |
| Stock Yards Ban (SYBT) | 0.0 | $518k | 14k | 37.79 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.0 | $416k | 26k | 15.89 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $410k | 6.8k | 60.02 | |
| Transmontaigne Partners Com Unit L P | 0.0 | $384k | 14k | 26.76 | |
| Ctrip Com Intl American Dep Shs | 0.0 | $340k | 7.3k | 46.33 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $327k | 15k | 21.78 | |
| Blackberry (BB) | 0.0 | $309k | 33k | 9.28 | |
| Luxoft Hldg Ord Shs Cl A | 0.0 | $298k | 3.9k | 77.13 | |
| Credicorp (BAP) | 0.0 | $295k | 3.0k | 97.32 | |
| Controladora Vuela Cia De Av Spon Adr Rp 10 (VLRS) | 0.0 | $294k | 17k | 17.16 | |
| 58 Spon Adr Rep A | 0.0 | $292k | 4.4k | 65.96 | |
| JD Spon Adr Cl A (JD) | 0.0 | $287k | 8.9k | 32.26 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $277k | 6.0k | 46.29 | |
| Washington Trust Ban (WASH) | 0.0 | $255k | 6.5k | 39.52 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $231k | 5.0k | 45.74 | |
| Tata Mtrs Sponsored Adr | 0.0 | $215k | 7.3k | 29.47 | |
| Globant S A (GLOB) | 0.0 | $212k | 5.6k | 37.51 | |
| China Mobile Sponsored Adr | 0.0 | $190k | 3.4k | 56.33 | |
| Grupo Financiero Santander M Spon Adr Shs B | 0.0 | $111k | 13k | 8.67 | |
| Atento S A SHS | 0.0 | $108k | 11k | 9.74 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $105k | 6.7k | 15.72 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $73k | 2.6k | 28.29 | |
| Universal Display Corporation (OLED) | 0.0 | $56k | 1.0k | 54.44 | |
| Frontline SHS | 0.0 | $48k | 16k | 2.99 | |
| Seventy Seven Energy | 0.0 | $9.2k | 8.8k | 1.05 | |
| Topbuild (BLD) | 0.0 | $30.000000 | 1.00 | 30.00 |