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Acorn Wealth Advisors’s Fortis FTS Stock Holding History

Acorn Wealth Advisors’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-54
Closed -$2K – 626
2018
Q1 		$2K Hold
54
– – ﹤0.01% 726
2017
Q4 		$2K Buy
+54
New +$1.99K ﹤0.01% 699

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Acorn Wealth Advisors's FTS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Fortis (FTS) in Q2 2018, closing a stake of 54 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in FTS in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 252 funds tracked by Wall St. Rank hold FTS as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Fortis position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 54 Fortis shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Fortis in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Fortis position peaked at $2K in Q1 2018.
  • 252 funds tracked by Wall St. Rank held Fortis as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.