Caldwell Trust’s Fortis FTS Stock Holding History

Caldwell Trust’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 Q1	–	Sell	-150	Closed	-$6.23K	–	808
2019 Q4	$6.23K	Buy	+150	New	+$6.13K	﹤0.01%	725

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Caldwell Trust's FTS Position: Q1 2020 in Review

Caldwell Trust sold out of Fortis (FTS) in Q1 2020, closing a stake of 150 shares — an estimated $6.23K sold.

Caldwell Trust first reported a position in FTS in Q4 2019 and held it in 1 quarter. The position peaked at $6.23K in Q4 2019. 266 funds tracked by Wall St. Rank hold FTS as of Q1 2020.

Caldwell Trust reported no remaining Fortis position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 150 Fortis shares in Q1 2020, an estimated $6.23K.
Caldwell Trust first reported a position in Fortis in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Fortis position peaked at $6.23K in Q4 2019.
266 funds tracked by Wall St. Rank held Fortis as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.