Northwest & Ethical Investments L.P.

Q3 2009 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2009
Date filed
7/7/2025
Form type
13F-HR
Num holdings
212
Total value ($000)
$962,808
Net value change ($000)
—
New positions
212
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/7/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TD 61,687 —
RY 46,338 —
ENCANA CORP 37,820 —
BCE 31,141 —
CM 30,983 —
RCI 30,690 —
CNI 26,131 —
BNS 25,642 —
CAE 23,091 —
MFC 21,891 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type