EWM
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Evercore Wealth Management’s Fortis FTS Stock Holding History

Evercore 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
Q1 		– Sell
-785
Closed -$29K – 512
2017
Q4 		$29K Hold
785
– – ﹤0.01% 654
2017
Q3 		$28K Hold
785
– – ﹤0.01% 646
2017
Q2 		$28K Hold
785
– – ﹤0.01% 661
2017
Q1 		$26K Hold
785
– – ﹤0.01% 715
2016
Q4 		$24K Buy
+785
New +$24.4K ﹤0.01% 725

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Evercore Wealth Management's FTS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Fortis (FTS) in Q1 2018, closing a stake of 785 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in FTS in Q4 2016 and held it in 5 quarters. The position peaked at $29K in Q4 2017. 246 funds tracked by Wall St. Rank hold FTS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Fortis position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 785 Fortis shares in Q1 2018, an estimated $29K.
  • Evercore Wealth Management first reported a position in Fortis in Q4 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Fortis position peaked at $29K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Fortis as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.