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Destination Wealth Management’s Fortis FTS Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-22
Closed -$1K – 583
2018
Q3 		$1K Buy
+22
New +$716 ﹤0.01% 631

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Fidelity International
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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

Destination Wealth Management's FTS Position: Q4 2018 in Review

Destination Wealth Management sold out of Fortis (FTS) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in FTS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 263 funds tracked by Wall St. Rank hold FTS as of Q4 2018.

  • Destination Wealth Management reported no remaining Fortis position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 22 Fortis shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Fortis in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Fortis position peaked at $1K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Fortis as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.