Chicago Partners Investment Group’s Fortis FTS Stock Holding History

Chicago Partners Investment 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
2018 Q4	–	Sell	-683	Closed	-$22K	–	541
2018 Q3	$22K	Hold	683	–	–	﹤0.01%	671
2018 Q2	$22K	Hold	683	–	–	﹤0.01%	643
2018 Q1	$23K	Hold	683	–	–	﹤0.01%	597
2017 Q4	$25K	Sell	683 -170	-20%	-$6.27K	﹤0.01%	572
2017 Q3	$31K	Buy	+853	New	+$30.8K	0.01%	523
2017 Q2	–	Sell	-683	Closed	-$23K	–	693
2017 Q1	$23K	Hold	683	–	–	0.01%	396
2016 Q4	$21K	Buy	+683	New	+$21.2K	0.01%	378

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Chicago Partners Investment Group's FTS Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Fortis (FTS) in Q4 2018, closing a stake of 683 shares — an estimated $22K sold.

Chicago Partners Investment Group first reported a position in FTS in Q4 2016 and held it in 7 quarters. The position peaked at $31K in Q3 2017. 263 funds tracked by Wall St. Rank hold FTS as of Q4 2018.

Chicago Partners Investment Group reported no remaining Fortis position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 683 Fortis shares in Q4 2018, an estimated $22K.
Chicago Partners Investment Group first reported a position in Fortis in Q4 2016 and held it in 7 quarters.
Chicago Partners Investment Group's Fortis position peaked at $31K in Q3 2017.
263 funds tracked by Wall St. Rank held Fortis as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.