Nicola Wealth Management Ltd. Buys Bank of Nova Scotia, Lowe's Inc, Accenture PLC, Sells Valero Energy Corp, Thermo Fisher Scientific Inc, Citigroup Inc

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Feb 24, 2020
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Investment company Nicola Wealth Management Ltd. (Current Portfolio) buys Bank of Nova Scotia, Lowe's Inc, Accenture PLC, Boeing Co, Apple Inc, sells Valero Energy Corp, Thermo Fisher Scientific Inc, Citigroup Inc, Visa Inc, Thor Industries Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Nicola Wealth Management Ltd.. As of 2019Q4, Nicola Wealth Management Ltd. owns 91 stocks with a total value of $664 million. These are the details of the buys and sells.

For the details of NICOLA WEALTH MANAGEMENT LTD.'s stock buys and sells, go to https://www.gurufocus.com/guru/nicola+wealth+management+ltd./current-portfolio/portfolio

These are the top 5 holdings of NICOLA WEALTH MANAGEMENT LTD.
  1. The Toronto-Dominion Bank (TD) - 323,600 shares, 3.55% of the total portfolio. Shares added by 6.24%
  2. Enbridge Inc (ENB) - 446,500 shares, 3.47% of the total portfolio. Shares added by 15.52%
  3. Bank of Nova Scotia (BNS) - 313,500 shares, 3.46% of the total portfolio. New Position
  4. Royal Bank of Canada (RY) - 199,790 shares, 3.09% of the total portfolio. Shares reduced by 2.92%
  5. Microsoft Corp (MSFT) - 107,144 shares, 2.65% of the total portfolio.
New Purchase: Bank of Nova Scotia (BNS)

Nicola Wealth Management Ltd. initiated holding in Bank of Nova Scotia. The purchase prices were between $55.36 and $58, with an estimated average price of $56.81. The stock is now traded at around $54.99. The impact to a portfolio due to this purchase was 3.46%. The holding were 313,500 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Nicola Wealth Management Ltd. initiated holding in Lowe's Companies Inc. The purchase prices were between $106.3 and $120.23, with an estimated average price of $114.57. The stock is now traded at around $122.91. The impact to a portfolio due to this purchase was 1.08%. The holding were 60,000 shares as of .

New Purchase: Accenture PLC (ACN)

Nicola Wealth Management Ltd. initiated holding in Accenture PLC. The purchase prices were between $182.2 and $212.22, with an estimated average price of $195.34. The stock is now traded at around $204.36. The impact to a portfolio due to this purchase was 0.95%. The holding were 30,000 shares as of .

New Purchase: Boeing Co (BA)

Nicola Wealth Management Ltd. initiated holding in Boeing Co. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $317.90. The impact to a portfolio due to this purchase was 0.89%. The holding were 18,100 shares as of .

New Purchase: Apple Inc (AAPL)

Nicola Wealth Management Ltd. initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $298.18. The impact to a portfolio due to this purchase was 0.88%. The holding were 20,000 shares as of .

New Purchase: TELUS Corp (TU)

Nicola Wealth Management Ltd. initiated holding in TELUS Corp. The purchase prices were between $35.03 and $38.82, with an estimated average price of $37.1. The stock is now traded at around $38.70. The impact to a portfolio due to this purchase was 0.7%. The holding were 93,000 shares as of .

Added: Gildan Activewear Inc (GIL)

Nicola Wealth Management Ltd. added to a holding in Gildan Activewear Inc by 269.66%. The purchase prices were between $25.53 and $35.38, with an estimated average price of $29.18. The stock is now traded at around $26.39. The impact to a portfolio due to this purchase was 0.69%. The holding were 164,500 shares as of .

Added: Mondelez International Inc (MDLZ)

Nicola Wealth Management Ltd. added to a holding in Mondelez International Inc by 92.59%. The purchase prices were between $51.7 and $55.98, with an estimated average price of $53.49. The stock is now traded at around $57.74. The impact to a portfolio due to this purchase was 0.33%. The holding were 35,051 shares as of .

Added: Progressive Corp (PGR)

Nicola Wealth Management Ltd. added to a holding in Progressive Corp by 29.63%. The purchase prices were between $68.4 and $76.9, with an estimated average price of $72.04. The stock is now traded at around $80.97. The impact to a portfolio due to this purchase was 0.17%. The holding were 70,000 shares as of .

Added: Exxon Mobil Corp (XOM)

Nicola Wealth Management Ltd. added to a holding in Exxon Mobil Corp by 77.89%. The purchase prices were between $66.7 and $73.09, with an estimated average price of $69.16. The stock is now traded at around $56.36. The impact to a portfolio due to this purchase was 0.12%. The holding were 36,374 shares as of .

Sold Out: Thor Industries Inc (THO)

Nicola Wealth Management Ltd. sold out a holding in Thor Industries Inc. The sale prices were between $51.7 and $76.52, with an estimated average price of $64.8.

Sold Out: Stantec Inc (STN)

Nicola Wealth Management Ltd. sold out a holding in Stantec Inc. The sale prices were between $21.02 and $28.3, with an estimated average price of $24.8.

Sold Out: Oshkosh Corp (OSK)

Nicola Wealth Management Ltd. sold out a holding in Oshkosh Corp. The sale prices were between $69.73 and $95.39, with an estimated average price of $86.6.

Sold Out: Newell Brands Inc (NWL)

Nicola Wealth Management Ltd. sold out a holding in Newell Brands Inc. The sale prices were between $17.79 and $20.86, with an estimated average price of $19.27.

Sold Out: Emerson Electric Co (EMR)

Nicola Wealth Management Ltd. sold out a holding in Emerson Electric Co. The sale prices were between $63.16 and $76.97, with an estimated average price of $72.27.

Sold Out: Rockwell Automation Inc (ROK)

Nicola Wealth Management Ltd. sold out a holding in Rockwell Automation Inc. The sale prices were between $153.28 and $205.47, with an estimated average price of $186.07.



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