$727 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 161 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GGP | Exit | GGP INC | $0 | – | -9,000 | -100.0% | -0.03% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,700 | -100.0% | -0.03% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -1,700 | -100.0% | -0.03% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -13,164 | -100.0% | -0.05% | – |
| RBSPRLCL | Exit | ROYAL BK SCOTLAND GROUP PLCsp adr l rp pf | $0 | – | -16,000 | -100.0% | -0.06% | – |
| BEN | Exit | FRANKLIN RES INC | $0 | – | -43,155 | -100.0% | -0.29% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -14,975 | -100.0% | -0.30% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -40,908 | -100.0% | -0.49% | – |
| NTTYY | Exit | NIPPON TELEG TEL CORPsponsored adr | $0 | – | -118,070 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TORONTO DOMINION BK ONT | 42 | Q3 2023 | 7.6% |
| ROYAL BK CDA SUSTAINABL | 42 | Q3 2023 | 6.9% |
| BANK N S HALIFAX | 42 | Q3 2023 | 5.8% |
| BANK MONTREAL QUE | 42 | Q3 2023 | 4.3% |
| CDN IMPERIAL BK OF COMMERCE | 42 | Q3 2023 | 3.7% |
| CANADIAN NATL RY CO | 42 | Q3 2023 | 3.9% |
| BCE INC | 42 | Q3 2023 | 3.9% |
| ENBRIDGE INC | 42 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
View GUARDIAN CAPITAL ADVISORS LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
View GUARDIAN CAPITAL ADVISORS LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.