Northwest & Ethical Investments L.P.

Q1 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2020
Date filed
7/8/2025
Form type
13F-HR
Num holdings
363
Total value ($000)
$1,718,298
Net value change ($000)
-500,602 (-22.6%)
New positions
27
Sold out positions
33
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
TT 12,843 NEW
LIN 10,756 NEW
JNJ 6,532 144.5%
AXP 5,155 NEW
CTXS 4,567 59.0%
DE 3,264 NEW
CNI 2,900 11.4%
AMZN 2,842 25.3%
PLD 2,450 NEW
ORCL 2,437 35.3%
Top Reduces (Value $000, Stocks/ETFs)
TT -22,052 -100.0%
CNQ -17,987 -54.4%
CVE -16,503 -80.1%
BNS -15,954 -29.4%
TD -14,616 -22.5%
SU -11,810 -49.1%
MFC -10,838 -49.2%
JNK -10,578 -100.0%
BPYPP -10,025 -55.9%
CM -9,932 -39.7%
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