DC Investments Management’s Fortis FTS Stock Holding History

DC Investments 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
2020 Q3	–	Sell	-8,947	Closed	-$341K	–	153
2020 Q2	$341K	Sell	8,947 -3,244	-27%	-$124K	0.13%	141
2020 Q1	$470K	Buy	12,191 +870	+8%	+$35.7K	0.38%	80
2019 Q4	$470K	Sell	11,321 -698	-6%	-$28.5K	0.36%	137
2019 Q3	$509K	Sell	12,019 -1,515	-11%	-$61.8K	0.3%	125
2019 Q2	$534K	Sell	13,534 -2,119	-14%	-$80.1K	0.3%	138
2019 Q1	$579K	Hold	15,653	–	–	0.37%	112
2018 Q4	$522K	Buy	15,653 +4,537	+41%	+$153K	0.42%	112
2018 Q3	$360K	Buy	11,116 +391	+4%	+$12.7K	0.24%	244
2018 Q2	$342K	Sell	10,725 -3,657	-25%	-$119K	0.22%	276
2018 Q1	$486K	Hold	14,382	–	–	0.33%	113
2017 Q4	$527K	Buy	+14,382	New	+$531K	0.22%	126

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

DC Investments Management's FTS Position: Q3 2020 in Review

DC Investments Management sold out of Fortis (FTS) in Q3 2020, closing a stake of 8,947 shares — an estimated $341K sold.

DC Investments Management first reported a position in FTS in Q4 2017 and held it in 11 quarters. The position peaked at $579K in Q1 2019. 258 funds tracked by Wall St. Rank hold FTS as of Q3 2020.

DC Investments Management reported no remaining Fortis position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 8,947 Fortis shares in Q3 2020, an estimated $341K.
DC Investments Management first reported a position in Fortis in Q4 2017 and held it in 11 quarters.
DC Investments Management's Fortis position peaked at $579K in Q1 2019.
258 funds tracked by Wall St. Rank held Fortis as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.