Advisor Group’s Fortis FTS Stock Holding History

Advisor Group’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
2019 Q4	$108K	Sell	2,613 -1,237	-32%	-$50.6K	﹤0.01%	2880
2019 Q3	$164K	Buy	3,850 +127	+3%	+$5.18K	﹤0.01%	2471
2019 Q2	$149K	Sell	3,723 -9,034	-71%	-$342K	﹤0.01%	2539
2019 Q1	$473K	Buy	12,757 +134	+1%	+$4.76K	﹤0.01%	1630
2018 Q4	$423K	Sell	12,623 -84	-0.7%	-$2.83K	﹤0.01%	1530
2018 Q3	$413K	Buy	12,707 +7,767	+157%	+$253K	﹤0.01%	1612
2018 Q2	$158K	Sell	4,940 -2,126	-30%	-$69.3K	﹤0.01%	2162
2018 Q1	$239K	Sell	7,066 -765	-10%	-$25.9K	﹤0.01%	1841
2017 Q4	$288K	Buy	7,831 +1,351	+21%	+$49.8K	﹤0.01%	1716
2017 Q3	$234K	Buy	6,480 +285	+5%	+$10.3K	﹤0.01%	1737
2017 Q2	$218K	Sell	6,195 -1,304	-17%	-$43.4K	﹤0.01%	1718
2017 Q1	$249K	Sell	7,499 -2,779	-27%	-$88.7K	0.01%	1494
2016 Q4	$317K	Buy	+10,278	New	+$319K	0.01%	1274

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's FTS Position: Q4 2019 in Review

Advisor Group reduced its Fortis (FTS) stake by 32% in Q4 2019, selling an estimated $50.6K and leaving 2,613 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Advisor Group first reported a position in FTS in Q4 2016 and has held it in 13 quarters since. The position peaked at $473K in Q1 2019. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2019.

Advisor Group held 2,613 shares of Fortis worth $108K as of Q4 2019.
Advisor Group sold 1,237 Fortis shares in Q4 2019, an estimated $50.6K.
Fortis made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2880 holding.
Advisor Group first reported a position in Fortis in Q4 2016 and has held it in 13 quarters since.
Advisor Group's Fortis position peaked at $473K in Q1 2019.
272 funds tracked by Wall St. Rank held Fortis as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.