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Essex Savings Bank’s Fortis FTS Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-3,609
Closed -$142K – 343
2019
Q2 		$142K Buy
3,609
+451
+14% +$17.1K 0.05% 281
2019
Q1 		$117K Hold
3,158
– – 0.07% 202
2018
Q4 		$105K Buy
+3,158
New +$106K 0.07% 200

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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Essex Savings Bank's FTS Position: Q3 2019 in Review

Essex Savings Bank sold out of Fortis (FTS) in Q3 2019, closing a stake of 3,609 shares — an estimated $142K sold.

Essex Savings Bank first reported a position in FTS in Q4 2018 and held it in 3 quarters. The position peaked at $142K in Q2 2019. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2019.

  • Essex Savings Bank reported no remaining Fortis position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 3,609 Fortis shares in Q3 2019, an estimated $142K.
  • Essex Savings Bank first reported a position in Fortis in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Fortis position peaked at $142K in Q2 2019.
  • 273 funds tracked by Wall St. Rank held Fortis as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.