Calton & Associates’s Fortis FTS Stock Holding History

Calton & Associates’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
2021 Q3	–	Sell	-5,340	Closed	-$236K	–	416
2021 Q2	$236K	Sell	5,340 -508	-9%	-$22.9K	0.04%	346
2021 Q1	$254K	Buy	5,848 +26	+0.4%	+$1.06K	0.05%	312
2020 Q4	$238K	Sell	5,822 -150	-3%	-$6.16K	0.04%	319
2020 Q3	$244K	Sell	5,972 -18	-0.3%	-$719	0.05%	275
2020 Q2	$228K	Buy	5,990 +147	+3%	+$5.61K	0.05%	274
2020 Q1	$225K	Buy	+5,843	New	+$239K	0.06%	251
2018 Q1	–	Sell	-1,710	Closed	-$60K	–	680
2017 Q4	$60K	Buy	+1,710	New	+$63.1K	0.02%	629

Other funds holding FTS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

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

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return