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Affinity Wealth Management’s Fortis FTS Stock Holding History

Affinity Wealth Management’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
2017
Q2 		– Sell
-6,332
Closed -$210K – 74
2017
Q1 		$210K Buy
+6,332
New +$202K 0.12% 65

Other funds holding FTS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Affinity Wealth Management's FTS Position: Q2 2017 in Review

Affinity Wealth Management sold out of Fortis (FTS) in Q2 2017, closing a stake of 6,332 shares — an estimated $210K sold.

Affinity Wealth Management first reported a position in FTS in Q1 2017 and held it in 1 quarter. The position peaked at $210K in Q1 2017. 233 funds tracked by Wall St. Rank hold FTS as of Q2 2017.

  • Affinity Wealth Management reported no remaining Fortis position as of Q2 2017 after selling out during the quarter.
  • Affinity Wealth Management sold 6,332 Fortis shares in Q2 2017, an estimated $210K.
  • Affinity Wealth Management first reported a position in Fortis in Q1 2017 and held it in 1 quarter.
  • Affinity Wealth Management's Fortis position peaked at $210K in Q1 2017.
  • 233 funds tracked by Wall St. Rank held Fortis as of Q2 2017.

Based on Affinity Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.