Credential Securities’s Fortis FTS Stock Holding History

Credential Securities’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 Q2	$2.21M	Sell	69,054 -1,746	-2%	-$56.9K	0.5%	40
2018 Q1	$2.39M	Buy	70,800 +4,509	+7%	+$153K	0.57%	38
2017 Q4	$2.43M	Sell	66,291 -8,656	-12%	-$319K	0.59%	41
2017 Q3	$2.68M	Sell	74,947 -124	-0.2%	-$4.47K	0.72%	38
2017 Q2	$2.64M	Buy	75,071 +1,323	+2%	+$44K	0.81%	36
2017 Q1	$2.44M	Buy	73,748 +1,731	+2%	+$55.3K	0.86%	33
2016 Q4	$2.22M	Buy	+72,017	New	+$2.24M	0.89%	33

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Credential Securities's FTS Position: Q2 2018 in Review

Credential Securities reduced its Fortis (FTS) stake by 2.5% in Q2 2018, selling an estimated $56.9K and leaving 69,054 shares worth $2.21M. The position accounts for 0.5% of the portfolio, ranked #40.

Credential Securities first reported a position in FTS in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2017. 253 funds tracked by Wall St. Rank hold FTS as of Q2 2018.

Credential Securities held 69,054 shares of Fortis worth $2.21M as of Q2 2018.
Credential Securities sold 1,746 Fortis shares in Q2 2018, an estimated $56.9K.
Fortis made up 0.5% of Credential Securities's portfolio in Q2 2018, its #40 holding.
Credential Securities first reported a position in Fortis in Q4 2016 and has held it in 7 quarters since.
Credential Securities's Fortis position peaked at $2.68M in Q3 2017.
253 funds tracked by Wall St. Rank held Fortis as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.