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Capital Impact Advisors’s Fortis FTS Stock Holding History

Capital Impact Advisors’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
Q1 		– Sell
-28,966
Closed -$895K – 182
2016
Q4 		$895K Buy
+28,966
New +$899K 0.37% 150

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Capital Impact Advisors's FTS Position: Q1 2017 in Review

Capital Impact Advisors sold out of Fortis (FTS) in Q1 2017, closing a stake of 28,966 shares — an estimated $895K sold.

Capital Impact Advisors first reported a position in FTS in Q4 2016 and held it in 1 quarter. The position peaked at $895K in Q4 2016. 235 funds tracked by Wall St. Rank hold FTS as of Q1 2017.

  • Capital Impact Advisors reported no remaining Fortis position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 28,966 Fortis shares in Q1 2017, an estimated $895K.
  • Capital Impact Advisors first reported a position in Fortis in Q4 2016 and held it in 1 quarter.
  • Capital Impact Advisors's Fortis position peaked at $895K in Q4 2016.
  • 235 funds tracked by Wall St. Rank held Fortis as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.