BEUTEL, GOODMAN & COMPANY LTD.

HTTP://WWW.BEUTELGOODMAN.COM TORONTO, A6 Investment Advisor

Beutel, Goodman & Company Ltd. is based out of Toronto. Beutel, Goodman & Company Ltd. is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $25,459,251,412 (Form ADV from 2016-03-28). Their last reported 13F filing for Q1 2016 included $9,018,982,000 in managed 13F securities and a top 10 holdings concentration of 70.71%. Beutel, Goodman & Company Ltd.'s largest holding is Toronto-Dominion Bank (The) with shares held of 24,929,356. WhaleWisdom has at least 44 13Fs and 53 13D/G filings in our database for Beutel, Goodman & Company Ltd..

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03/31/2016

13F Activity

  • Market Value$9,018,982,000
  • Prior Market Value$8,305,632,000
  • New Purchases1 stock
  • Additional Purchases4 stocks
  • Sold out of0 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings %70.71%
  • Turnover % [1]:4.35%
  • Turnover Alt % [2]:4.10%
  • Avg. Length Held Top20:20.80 quarters
  • Avg. Length Held Top10:15.20 quarters
  • Avg. Length Held All:19.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2016

13F Sector Allocation Over Time

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Market Value Over Time

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Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-05-28

Performance for Q1 2016: 13.67%
Performance Last 4 Quarters: -6.62%

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13F Filings Available:
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BEUTEL, GOODMAN & COMPANY LTD.
20 EGLINTON AVENUE WEST SUITE 2000
TORONTO, ONT.    M4R 1K8
Country: Canada

Business Phone: 416-485-1010
Fax: 416-485-1799
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 76
Other Business Activities: ,MUTUAL FUND DEALER , INVESTMENT FUND ADVISER
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients:
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Schedule 13D and 13G events since 03/31/2016

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Form 4 - Non-derivative Insider Transactions Since 03/31/2016

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