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Crewe Advisors’s Fortis FTS Stock Holding History

Crewe 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
2018
Q4 		– Sell
-465
Closed -$15K – 234
2018
Q3 		$15K Hold
465
– – 0.01% 184
2018
Q2 		$15K Hold
465
– – 0.01% 194
2018
Q1 		$16K Hold
465
– – 0.02% 200
2017
Q4 		$17K Buy
+465
New +$17.2K 0.02% 197

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Crewe Advisors's FTS Position: Q4 2018 in Review

Crewe Advisors sold out of Fortis (FTS) in Q4 2018, closing a stake of 465 shares — an estimated $15K sold.

Crewe Advisors first reported a position in FTS in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 263 funds tracked by Wall St. Rank hold FTS as of Q4 2018.

  • Crewe Advisors reported no remaining Fortis position as of Q4 2018 after selling out during the quarter.
  • Crewe Advisors sold 465 Fortis shares in Q4 2018, an estimated $15K.
  • Crewe Advisors first reported a position in Fortis in Q4 2017 and held it in 4 quarters.
  • Crewe Advisors's Fortis position peaked at $17K in Q4 2017.
  • 263 funds tracked by Wall St. Rank held Fortis as of Q4 2018.

Based on Crewe Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.