Northwest & Ethical Investments L.P.

Q4 2017 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2017
Date filed
7/8/2025
Form type
13F-HR
Num holdings
348
Total value ($000)
$1,537,045
Net value change ($000)
-74,668 (-4.6%)
New positions
27
Sold out positions
30
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2017
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)
ENB 17,214 NEW
AWK 7,229 152.0%
BAC 3,267 54.0%
ALL 2,923 200.1%
AETNA INC NEW 2,699 57.1%
TRV 2,656 91.0%
LOW 2,634 NEW
BAX 2,536 58.8%
MA 2,385 77.3%
CME 2,381 NEW
Top Reduces (Value $000, Stocks/ETFs)
CNI -20,832 -53.3%
BNS -15,439 -21.8%
SU -13,343 -46.0%
CM -12,726 -26.0%
FTS -12,633 -46.1%
RBA -11,552 -29.7%
TD -11,190 -15.5%
STN -9,594 -24.8%
CNQ -9,534 -30.6%
Domtar CORP -7,253 -45.9%
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