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Coldstream Capital Management’s Fortis FTS Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-790
Closed -$36K – 1932
2025
Q1 		$36K Buy
+790
New +$34.4K ﹤0.01% 1860

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Bank of Montreal
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Coldstream Capital Management's FTS Position: Q2 2025 in Review

Coldstream Capital Management sold out of Fortis (FTS) in Q2 2025, closing a stake of 790 shares — an estimated $36K sold.

Coldstream Capital Management first reported a position in FTS in Q1 2025 and held it in 1 quarter. The position peaked at $36K in Q1 2025. 299 funds tracked by Wall St. Rank hold FTS as of Q2 2025.

  • Coldstream Capital Management reported no remaining Fortis position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 790 Fortis shares in Q2 2025, an estimated $36K.
  • Coldstream Capital Management first reported a position in Fortis in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Fortis position peaked at $36K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Fortis as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.