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Aperio Group’s Fortis FTS Stock Holding History

Aperio 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
2020
Q4 		$15.6M Buy
381,434
+13,903
+4% +$571K 0.05% 395
2020
Q3 		$15M Buy
367,531
+12,449
+4% +$497K 0.05% 345
2020
Q2 		$13.5M Sell
355,082
-35,411
-9% -$1.35M 0.05% 361
2020
Q1 		$15.1M Buy
390,493
+30,148
+8% +$1.24M 0.07% 292
2019
Q4 		$15M Sell
360,345
-5,617
-2% -$230K 0.05% 381
2019
Q3 		$15.5M Buy
365,962
+31,326
+9% +$1.28M 0.06% 347
2019
Q2 		$13.2M Buy
334,636
+57,277
+21% +$2.17M 0.05% 389
2019
Q1 		$10.3M Buy
277,359
+22,223
+9% +$789K 0.04% 453
2018
Q4 		$8.51M Buy
255,136
+68,295
+37% +$2.3M 0.04% 458
2018
Q3 		$6.06M Buy
186,841
+75,280
+67% +$2.45M 0.03% 610
2018
Q2 		$3.56M Buy
+111,561
New +$3.64M 0.02% 788
2017
Q4 		– Sell
-6,349
Closed -$227K – 2249
2017
Q3 		$227K Sell
6,349
-1,831
-22% -$66K ﹤0.01% 2065
2017
Q2 		$288K Sell
8,180
-3,490
-30% -$116K ﹤0.01% 1922
2017
Q1 		$387K Sell
11,670
-25,458
-69% -$813K ﹤0.01% 1694
2016
Q4 		$1.15M Buy
+37,128
New +$1.15M 0.01% 1063

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aperio Group's FTS Position: Q4 2020 in Review

Aperio Group increased its Fortis (FTS) stake by 3.8% in Q4 2020, buying an estimated $571K and bringing the position to 381,434 shares worth $15.6M. The position accounts for 0.05% of the portfolio, ranked #395.

Aperio Group first reported a position in FTS in Q4 2016 and has held it in 15 quarters since. 265 funds tracked by Wall St. Rank hold FTS as of Q4 2020.

  • Aperio Group held 381,434 shares of Fortis worth $15.6M as of Q4 2020.
  • Aperio Group bought 13,903 Fortis shares in Q4 2020, an estimated $571K.
  • Fortis made up 0.05% of Aperio Group's portfolio in Q4 2020, its #395 holding.
  • Aperio Group first reported a position in Fortis in Q4 2016 and has held it in 15 quarters since.
  • 265 funds tracked by Wall St. Rank held Fortis as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.