Baldwin Wealth Partners’s Fortis FTS Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-56	Closed	-$2K	–	481
2017 Q3	$2K	Buy	+56	New	+$2.02K	﹤0.01%	463

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baldwin Wealth Partners's FTS Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Fortis (FTS) in Q4 2017, closing a stake of 56 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in FTS in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 252 funds tracked by Wall St. Rank hold FTS as of Q4 2017.

Baldwin Wealth Partners reported no remaining Fortis position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 56 Fortis shares in Q4 2017, an estimated $2K.
Baldwin Wealth Partners first reported a position in Fortis in Q3 2017 and held it in 1 quarter.
Baldwin Wealth Partners's Fortis position peaked at $2K in Q3 2017.
252 funds tracked by Wall St. Rank held Fortis as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.