Northwest & Ethical Investments L.P.

Q4 2013 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2013
Date filed
7/8/2025
Form type
13F-HR
Num holdings
229
Total value ($000)
$1,509,204
Net value change ($000)
+132,034 (9.6%)
New positions
25
Sold out positions
22
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2013
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)
BAX 24,864 NEW
B 22,978 NEW
GEN DIGITAL INC 19,496 199.4%
CNQ 18,781 61.3%
CAT 10,067 76.0%
SU 9,651 23.8%
BNS 7,812 14.0%
SOLARCITY CORP 7,432 NEW
MRK 7,113 41.4%
NXST 5,961 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGA -16,357 -73.5%
PFE -11,665 -100.0%
Kraft Heinz Company -11,202 -79.6%
WM -10,411 -100.0%
CSX -10,271 -100.0%
F -7,927 -100.0%
PG -7,612 -79.0%
MSFT -7,233 -44.2%
CAJPY -6,268 -100.0%
ENB -5,950 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type