Northwest & Ethical Investments L.P.

Q4 2016 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2016
Date filed
7/8/2025
Form type
13F-HR
Num holdings
377
Total value ($000)
$1,452,108
Net value change ($000)
+29,906 (2.1%)
New positions
92
Sold out positions
30
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2016
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)
FTS 25,429 NEW
SLF 9,499 88.9%
JPM 8,353 134.0%
BCE 6,715 30.1%
MFC 6,509 40.6%
SHAW COMMUNICATIONS INC 6,202 NEW
Veren Inc. 5,809 202.4%
MSFT 4,895 33.1%
BMO 4,504 44.1%
AIG 4,272 NEW
Top Reduces (Value $000, Stocks/ETFs)
TD -14,851 -20.9%
MGA -14,089 -83.5%
RCI -12,222 -26.6%
RY -12,070 -43.5%
BNS -11,298 -14.4%
KEL -10,931 -100.0%
BAX -8,290 -99.2%
CNQ -8,046 -22.5%
PH -7,793 -100.0%
VZ -7,692 -39.2%
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