MONTRUSCO BOLTON INVESTMENTS INC. Information

1501 MCGILL COLLEGE AVENUE, MONTREAL, , H3A 3M8, (514) 842-6464

Report Date: 06/30/2014

Position Statistics

Total Positions 94
New Positions 9
Increased Positions 44
Decreased Positions 46
Positions with Activity 90
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,567

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 12.79%
Capital Goods 0.96%
Conglomerates 0.44%
Consumer Cyclical 4.87%
Consumer/Non-Cyclical 1.23%
Energy 29.78%
Financial 23.19%
Healthcare 2.27%
Services 9.08%
Technology 10.38%
Transportation 4.95%
Utilities 0.07%

12 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALAMOS GOLD INC COM -158 Sold Out 0
BELLATRIX EXPLORATION LTD COM -487 Sold Out 0
CAE INC COM -18,617 Sold Out 0
CAMECO CORP COM -1,046 Sold Out 0
GOOGLE INC CL C -10,220 Sold Out 0
METHANEX CORP COM -18,901 Sold Out 0
RAYTHEON CO COM NEW -877 Sold Out 0
SILVER STD RES INC COM -408 Sold Out 0
SILVER WHEATON CORP COM -1,181 Sold Out 0
SM ENERGY CO COM -6,460 Sold Out 0
TAHOE RES INC COM -553 Sold Out 0
UNITEDHEALTH GROUP INC COM -2,388 Sold Out 0


Latest News Headlines

View All
Create your free portfolio