EWM
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Executive Wealth Management’s Fortis FTS Stock Holding History

Executive 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
2019
Q3 		– Sell
-4,598
Closed -$181K – 370
2019
Q2 		$181K Buy
4,598
+2
+0% +$76 0.03% 165
2019
Q1 		$170K Hold
4,596
– – 0.03% 158
2018
Q4 		$153K Buy
+4,596
New +$155K 0.03% 158

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Executive Wealth Management's FTS Position: Q3 2019 in Review

Executive Wealth Management sold out of Fortis (FTS) in Q3 2019, closing a stake of 4,598 shares — an estimated $181K sold.

Executive Wealth Management first reported a position in FTS in Q4 2018 and held it in 3 quarters. The position peaked at $181K in Q2 2019. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2019.

  • Executive Wealth Management reported no remaining Fortis position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,598 Fortis shares in Q3 2019, an estimated $181K.
  • Executive Wealth Management first reported a position in Fortis in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Fortis position peaked at $181K in Q2 2019.
  • 273 funds tracked by Wall St. Rank held Fortis as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.