Northwest & Ethical Investments as of June 30, 2016
Portfolio Holdings for Northwest & Ethical Investments
Northwest & Ethical Investments holds 230 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 5.5 | $74M | 1.7M | 42.95 | |
| Cibc Cad (CM) | 4.6 | $61M | 814k | 75.13 | |
| Bk Nova Cad (BNS) | 4.2 | $55M | 1.1M | 49.01 | |
| Rogers Communications CL B (RCI) | 3.6 | $48M | 1.2M | 40.49 | |
| Verizon Communications (VZ) | 3.1 | $41M | 728k | 55.84 | |
| Kellogg Company (K) | 2.8 | $38M | 460k | 81.65 | |
| Canadian Natural Resources (CNQ) | 2.6 | $34M | 1.1M | 30.86 | |
| Canadian Natl Ry (CNI) | 2.5 | $33M | 555k | 59.06 | |
| Suncor Energy (SU) | 2.4 | $32M | 1.1M | 27.75 | |
| Rbc Cad (RY) | 2.2 | $29M | 486k | 59.10 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $20M | 323k | 62.14 | |
| Caterpillar (CAT) | 1.5 | $20M | 258k | 75.81 | |
| Bce Com New (BCE) | 1.5 | $20M | 412k | 47.33 | |
| Agrium | 1.4 | $19M | 210k | 90.49 | |
| Symantec Corporation | 1.4 | $18M | 883k | 20.54 | |
| Eli Lilly & Co. (LLY) | 1.3 | $17M | 217k | 78.75 | |
| Potash Corp. Of Saskatchewan I | 1.2 | $16M | 966k | 16.26 | |
| Manulife Finl Corp (MFC) | 1.1 | $15M | 1.1M | 13.68 | |
| Telus Ord (TU) | 1.1 | $15M | 451k | 32.21 | |
| Johnson & Johnson (JNJ) | 1.1 | $14M | 118k | 121.30 | |
| Sun Life Financial (SLF) | 1.1 | $14M | 427k | 32.86 | |
| Baxter International (BAX) | 1.0 | $14M | 307k | 45.22 | |
| Magna Intl Inc cl a (MGA) | 1.0 | $14M | 392k | 35.11 | |
| Domtar Corp Com New | 1.0 | $14M | 388k | 35.00 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.0 | $13M | 315k | 41.63 | |
| Facebook Cl A (META) | 1.0 | $13M | 111k | 114.28 | |
| Firstservice Corp Sub Vtg Sh | 0.9 | $12M | 268k | 45.75 | |
| Cenovus Energy (CVE) | 0.9 | $12M | 864k | 13.83 | |
| Ritchie Bros. Auctioneers Inco | 0.8 | $11M | 316k | 33.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $10M | 15k | 692.10 | |
| Time Warner Com New | 0.8 | $10M | 137k | 73.54 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.7 | $9.4M | 313k | 30.00 | |
| IDEX Corporation (IEX) | 0.7 | $9.3M | 113k | 82.10 | |
| Coca-Cola Company (KO) | 0.7 | $9.3M | 204k | 45.33 | |
| BB&T Corporation | 0.7 | $9.2M | 258k | 35.61 | |
| Ingersoll-rand SHS | 0.7 | $9.1M | 143k | 63.68 | |
| General Electric Company | 0.7 | $9.0M | 286k | 31.48 | |
| Qualcomm (QCOM) | 0.7 | $9.0M | 167k | 53.57 | |
| Pembina Pipeline Corp (PBA) | 0.7 | $8.7M | 287k | 30.39 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.6 | $8.5M | 248k | 34.16 | |
| Kimberly-Clark Corporation (KMB) | 0.6 | $8.3M | 60k | 137.48 | |
| Priceline Grp Com New | 0.6 | $8.1M | 6.5k | 1248.41 | |
| American Express Company (AXP) | 0.6 | $7.8M | 129k | 60.76 | |
| Oracle Corporation (ORCL) | 0.6 | $7.8M | 190k | 40.93 | |
| Cerner Corporation | 0.6 | $7.6M | 130k | 58.60 | |
| Bank Of Montreal Cadcom (BMO) | 0.5 | $7.2M | 114k | 63.44 | |
| Amdocs SHS (DOX) | 0.5 | $7.2M | 125k | 57.72 | |
| Apple (AAPL) | 0.5 | $7.2M | 75k | 95.60 | |
| Express Scripts Holding | 0.5 | $7.1M | 93k | 75.80 | |
| Microsoft Corporation (MSFT) | 0.5 | $7.0M | 136k | 51.17 | |
| Halliburton Company (HAL) | 0.5 | $6.8M | 150k | 45.29 | |
| Dollar Tree (DLTR) | 0.5 | $6.7M | 71k | 94.24 | |
| Danaher Corporation (DHR) | 0.5 | $6.7M | 66k | 101.00 | |
| Iron Mountain (IRM) | 0.5 | $6.5M | 163k | 39.83 | |
| Fortuna Silver Mines | 0.5 | $6.4M | 917k | 6.99 | |
| Mastercard Cl A (MA) | 0.5 | $6.4M | 73k | 88.06 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $6.4M | 59k | 108.05 | |
| Yum! Brands (YUM) | 0.5 | $6.1M | 73k | 82.92 | |
| Mitel Networks Corp | 0.4 | $5.9M | 943k | 6.28 | |
| Visa Com Cl A (V) | 0.4 | $5.9M | 79k | 74.17 | |
| Kinross Gold Corp Com No Par (KGC) | 0.4 | $5.7M | 1.2M | 4.91 | |
| Electronic Arts (EA) | 0.4 | $5.4M | 72k | 75.76 | |
| Unilever Spon Adr New (UL) | 0.4 | $5.4M | 112k | 47.91 | |
| DaVita (DVA) | 0.4 | $5.4M | 69k | 77.32 | |
| Weyerhaeuser Company (WY) | 0.4 | $5.1M | 171k | 29.77 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $5.0M | 34k | 147.76 | |
| PNC Financial Services (PNC) | 0.4 | $5.0M | 61k | 81.39 | |
| Motorola Solutions Com New (MSI) | 0.4 | $4.9M | 74k | 65.97 | |
| Omni (OMC) | 0.4 | $4.9M | 60k | 81.49 | |
| Intel Corporation (INTC) | 0.4 | $4.7M | 145k | 32.80 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $4.7M | 58k | 81.41 | |
| Vermilion Energy (VET) | 0.4 | $4.6M | 146k | 31.85 | |
| Us Bancorp Del Com New (USB) | 0.3 | $4.6M | 114k | 40.33 | |
| Teradyne (TER) | 0.3 | $4.5M | 230k | 19.69 | |
| Fastenal Company (FAST) | 0.3 | $4.5M | 101k | 44.39 | |
| Lululemon Athletica (LULU) | 0.3 | $4.4M | 60k | 73.86 | |
| Wells Fargo & Company (WFC) | 0.3 | $4.4M | 93k | 47.33 | |
| Tribune Media Cl A | 0.3 | $4.4M | 112k | 39.18 | |
| Precision Drilling Corp Com 2010 | 0.3 | $4.4M | 826k | 5.30 | |
| McDonald's Corporation (MCD) | 0.3 | $4.3M | 36k | 120.34 | |
| Crescent Point Energy Trust | 0.3 | $4.3M | 273k | 15.80 | |
| Paypal Holdings (PYPL) | 0.3 | $4.3M | 118k | 36.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.2M | 6.0k | 703.53 | |
| Praxair | 0.3 | $4.2M | 37k | 112.39 | |
| United Parcel Service CL B (UPS) | 0.3 | $4.0M | 37k | 107.72 | |
| Tripadvisor (TRIP) | 0.3 | $3.9M | 61k | 64.30 | |
| Ventas (VTR) | 0.3 | $3.9M | 54k | 72.82 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $3.9M | 52k | 75.56 | |
| Cinemark Holdings (CNK) | 0.3 | $3.9M | 107k | 36.46 | |
| Wal-Mart Stores (WMT) | 0.3 | $3.9M | 53k | 73.02 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $3.8M | 651k | 5.91 | |
| Corning Incorporated (GLW) | 0.3 | $3.8M | 184k | 20.48 | |
| Alcoa | 0.3 | $3.7M | 398k | 9.27 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $3.7M | 46k | 79.53 | |
| Amerigas Partners Unit L P Int | 0.3 | $3.6M | 77k | 46.70 | |
| Western Union Company (WU) | 0.3 | $3.5M | 184k | 19.18 | |
| National Fuel Gas (NFG) | 0.3 | $3.5M | 61k | 56.88 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.4M | 37k | 93.74 | |
| Geo Group Inc/the reit (GEO) | 0.3 | $3.4M | 99k | 34.18 | |
| Vectren Corporation | 0.3 | $3.4M | 64k | 52.67 | |
| Range Resources (RRC) | 0.3 | $3.3M | 78k | 43.14 | |
| Hmh Holdings | 0.2 | $3.3M | 210k | 15.63 | |
| Campbell Soup Company (CPB) | 0.2 | $3.2M | 49k | 66.53 | |
| Amgen (AMGN) | 0.2 | $3.2M | 21k | 152.15 | |
| BlackRock | 0.2 | $3.2M | 9.2k | 342.53 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.1M | 36k | 87.25 | |
| Target Corporation (TGT) | 0.2 | $3.1M | 44k | 69.82 | |
| Agnico (AEM) | 0.2 | $3.1M | 57k | 53.53 | |
| Perrigo SHS (PRGO) | 0.2 | $3.0M | 33k | 90.67 | |
| Compass Minerals International (CMP) | 0.2 | $3.0M | 41k | 74.19 | |
| Molson Coors Brewing CL B (TAP) | 0.2 | $3.0M | 30k | 101.13 | |
| Emerson Electric (EMR) | 0.2 | $3.0M | 57k | 52.16 | |
| SLM Corporation (SLM) | 0.2 | $3.0M | 481k | 6.18 | |
| Realogy Hldgs (HOUS) | 0.2 | $3.0M | 102k | 29.02 | |
| Allegion Pub Ord Shs (ALLE) | 0.2 | $2.9M | 42k | 69.43 | |
| Johnson Controls | 0.2 | $2.9M | 65k | 44.26 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $2.8M | 38k | 76.00 | |
| General Growth Properties | 0.2 | $2.8M | 93k | 29.82 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $2.8M | 17k | 165.15 | |
| Owens & Minor (OMI) | 0.2 | $2.8M | 74k | 37.38 | |
| Edwards Lifesciences (EW) | 0.2 | $2.7M | 27k | 99.73 | |
| Ashland | 0.2 | $2.7M | 23k | 114.77 | |
| Te Connectivity Reg Shs | 0.2 | $2.7M | 47k | 57.11 | |
| Cme (CME) | 0.2 | $2.7M | 27k | 97.40 | |
| Concordia Intl | 0.2 | $2.6M | 120k | 21.55 | |
| Cipher Pharmaceuticals | 0.2 | $2.5M | 473k | 5.23 | |
| Spectra Energy Partners | 0.2 | $2.4M | 52k | 47.18 | |
| Aircastle | 0.2 | $2.4M | 123k | 19.56 | |
| Las Vegas Sands (LVS) | 0.2 | $2.4M | 55k | 43.49 | |
| Pepsi (PEP) | 0.2 | $2.3M | 22k | 105.94 | |
| Chevron Corporation (CVX) | 0.2 | $2.3M | 22k | 104.83 | |
| Citigroup Com New (C) | 0.2 | $2.3M | 53k | 42.39 | |
| Synchrony Financial (SYF) | 0.2 | $2.3M | 89k | 25.28 | |
| Howard Hughes | 0.2 | $2.2M | 20k | 114.32 | |
| Blackstone Group Com Unit Ltd | 0.2 | $2.2M | 89k | 24.54 | |
| Msc Indl Direct Cl A (MSM) | 0.2 | $2.2M | 31k | 70.56 | |
| Servicenow (NOW) | 0.2 | $2.1M | 32k | 66.40 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.2 | $2.1M | 32k | 66.35 | |
| Amc Networks Cl A (AMCX) | 0.2 | $2.0M | 34k | 60.42 | |
| Transmontaigne Partners Com Unit L P | 0.2 | $2.0M | 50k | 41.09 | |
| Stantec (STN) | 0.2 | $2.0M | 83k | 24.25 | |
| Cardinal Health (CAH) | 0.1 | $1.9M | 25k | 78.01 | |
| Sabra Health Care REIT (SBRA) | 0.1 | $1.9M | 92k | 20.64 | |
| Allied Wrld Assur Com Hldg A SHS | 0.1 | $1.9M | 54k | 35.14 | |
| Bemis Company | 0.1 | $1.8M | 36k | 51.49 | |
| Evertec (EVTC) | 0.1 | $1.8M | 118k | 15.54 | |
| CIGNA Corporation | 0.1 | $1.8M | 14k | 127.99 | |
| Amazon (AMZN) | 0.1 | $1.8M | 2.5k | 715.62 | |
| Lazard Shs A | 0.1 | $1.7M | 58k | 29.78 | |
| Discovery Communicatns Com Ser A | 0.1 | $1.7M | 68k | 25.23 | |
| Caesarstone Ord Shs (CSTE) | 0.1 | $1.7M | 48k | 34.76 | |
| Vodafone Group Spnsr Adr (VOD) | 0.1 | $1.6M | 52k | 30.89 | |
| CSG Systems International (CSGS) | 0.1 | $1.6M | 39k | 40.31 | |
| Stock Yards Ban (SYBT) | 0.1 | $1.6M | 55k | 28.23 | |
| E.I. du Pont de Nemours & Company | 0.1 | $1.6M | 24k | 64.80 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.5M | 77k | 20.19 | |
| Barclays Note 8.250%12/2 (Principal) | 0.1 | $1.5M | 1.6M | 0.98 | |
| Madison Square Garden Cl A (MSGS) | 0.1 | $1.4M | 8.3k | 172.51 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $1.4M | 49k | 29.29 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 54k | 25.98 | |
| Transglobe Energy Corp | 0.1 | $1.3M | 709k | 1.84 | |
| Novartis A G Sponsored Adr (NVS) | 0.1 | $1.3M | 16k | 82.51 | |
| National CineMedia | 0.1 | $1.3M | 83k | 15.48 | |
| Masco Corporation (MAS) | 0.1 | $1.3M | 41k | 30.94 | |
| WesBan (WSBC) | 0.1 | $1.2M | 39k | 31.05 | |
| CNA Financial Corporation (CNA) | 0.1 | $1.2M | 37k | 31.42 | |
| Hormel Foods Corporation (HRL) | 0.1 | $1.2M | 32k | 36.60 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.1M | 18k | 63.28 | |
| Imperial Oil Com New (IMO) | 0.1 | $1.1M | 36k | 31.65 | |
| Jack in the Box (JACK) | 0.1 | $1.1M | 13k | 85.92 | |
| Communications Sales&leas Incom us equities / etf's | 0.1 | $1.1M | 38k | 28.90 | |
| Trinet (TNET) | 0.1 | $1.1M | 52k | 20.79 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $1.1M | 85k | 12.57 | |
| salesforce (CRM) | 0.1 | $1.0M | 13k | 79.41 | |
| Compass Diversified Holdings Sh Ben Int (CODI) | 0.1 | $985k | 59k | 16.59 | |
| Belmond Cl A | 0.1 | $953k | 96k | 9.90 | |
| VeriFone Systems | 0.1 | $910k | 49k | 18.54 | |
| Liberty Global Shs Cl A | 0.1 | $837k | 25k | 33.09 | |
| Apollo Global Mgmt Cl A Shs | 0.1 | $758k | 50k | 15.15 | |
| Royal Bk Of Scotland Debt 7.500%12/3 | 0.1 | $709k | 775k | 0.92 | |
| Msg Network Cl A | 0.1 | $691k | 45k | 15.34 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $665k | 13k | 51.23 | |
| Washington Trust Ban (WASH) | 0.0 | $656k | 17k | 37.92 | |
| Interpublic Group of Companies (IPG) | 0.0 | $573k | 25k | 23.10 | |
| Delphi Automotive SHS | 0.0 | $563k | 9.0k | 62.60 | |
| Waste Management (WM) | 0.0 | $538k | 8.1k | 66.27 | |
| JD Spon Adr Cl A (JD) | 0.0 | $516k | 24k | 21.23 | |
| Ing Groep N V DBCV 6.500%12/2 | 0.0 | $515k | 570k | 0.90 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $514k | 12k | 44.36 | |
| American Water Works (AWK) | 0.0 | $486k | 5.7k | 84.51 | |
| Sinclair Broadcast Group Cl A | 0.0 | $483k | 16k | 29.86 | |
| Credicorp (BAP) | 0.0 | $468k | 3.0k | 154.33 | |
| Xylem (XYL) | 0.0 | $467k | 11k | 44.65 | |
| Tata Mtrs Sponsored Adr | 0.0 | $443k | 13k | 34.67 | |
| PerkinElmer (RVTY) | 0.0 | $438k | 8.3k | 52.42 | |
| Westrock (WRK) | 0.0 | $415k | 11k | 38.87 | |
| Hubbell (HUBB) | 0.0 | $386k | 3.7k | 105.47 | |
| Goldcorp | 0.0 | $375k | 20k | 19.14 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $370k | 6.4k | 58.26 | |
| BorgWarner (BWA) | 0.0 | $358k | 12k | 29.52 | |
| Ctrip Com Intl American Dep Shs | 0.0 | $348k | 8.5k | 41.20 | |
| Rockwell Automation (ROK) | 0.0 | $347k | 3.0k | 114.82 | |
| LKQ Corporation (LKQ) | 0.0 | $339k | 11k | 31.70 | |
| Roper Industries (ROP) | 0.0 | $327k | 1.9k | 170.56 | |
| Sealed Air (SEE) | 0.0 | $325k | 7.1k | 45.97 | |
| Trina Solar Spon Adr | 0.0 | $325k | 42k | 7.74 | |
| Luxoft Hldg Ord Shs Cl A | 0.0 | $309k | 5.9k | 52.02 | |
| Ecolab (ECL) | 0.0 | $301k | 2.5k | 118.60 | |
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.0 | $288k | 11k | 27.34 | |
| Universal Display Corporation (OLED) | 0.0 | $280k | 4.1k | 67.80 | |
| China Biologic Products | 0.0 | $273k | 2.6k | 106.32 | |
| 58 Spon Adr Rep A | 0.0 | $249k | 5.4k | 45.89 | |
| Toro Company (TTC) | 0.0 | $247k | 2.8k | 88.20 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $241k | 11k | 21.85 | |
| Atn Intl (ATNI) | 0.0 | $241k | 3.1k | 77.81 | |
| Itau Unibanco Hldg Sa Spon Adr Rep Pfd (ITUB) | 0.0 | $233k | 25k | 9.44 | |
| Globant S A (GLOB) | 0.0 | $222k | 5.6k | 39.35 | |
| Regal-beloit Corporation (RRX) | 0.0 | $218k | 4.0k | 55.05 | |
| Controladora Vuela Cia De Av Spon Adr Rp 10 (VLRS) | 0.0 | $213k | 11k | 18.69 | |
| China Mobile Sponsored Adr | 0.0 | $195k | 3.4k | 57.90 | |
| Acuity Brands (AYI) | 0.0 | $173k | 697.00 | 247.96 | |
| Banco Macro Sa Spon Adr B (BMA) | 0.0 | $159k | 2.1k | 74.22 | |
| Itron (ITRI) | 0.0 | $155k | 3.6k | 43.10 | |
| Trimble Navigation (TRMB) | 0.0 | $151k | 6.2k | 24.36 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $122k | 2.1k | 57.24 | |
| Atento S A SHS | 0.0 | $99k | 11k | 8.91 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $60k | 2.6k | 23.00 | |
| Brookfield Business Partners Unit Ltd Lp (BBU) | 0.0 | $28k | 1.5k | 18.97 | |
| Frontline Shs New | 0.0 | $25k | 3.2k | 7.87 | |
| Seventy Seven Energy | 0.0 | $808.588000 | 8.8k | 0.09 |