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FDx Advisors’s Fortis FTS Stock Holding History

FDx Advisors’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
Q4 		– Sell
-5,665
Closed -$240K – 631
2019
Q3 		$240K Sell
5,665
-4,414
-44% -$180K 0.02% 548
2019
Q2 		$398K Sell
10,079
-847
-8% -$32K 0.02% 539
2019
Q1 		$404K Buy
10,926
+4,263
+64% +$151K 0.02% 502
2018
Q4 		$222K Sell
6,663
-4,488
-40% -$151K 0.02% 494
2018
Q3 		$362K Sell
11,151
-715
-6% -$23.3K 0.01% 628
2018
Q2 		$378K Buy
11,866
+276
+2% +$9K 0.01% 641
2018
Q1 		$391K Buy
11,590
+945
+9% +$32K 0.01% 870
2017
Q4 		$390K Buy
10,645
+616
+6% +$22.7K 0.01% 904
2017
Q3 		$359K Buy
10,029
+2,552
+34% +$92K 0.01% 967
2017
Q2 		$263K Buy
+7,477
New +$249K 0.01% 1032

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDx Advisors's FTS Position: Q4 2019 in Review

FDx Advisors sold out of Fortis (FTS) in Q4 2019, closing a stake of 5,665 shares — an estimated $240K sold.

FDx Advisors first reported a position in FTS in Q2 2017 and held it in 10 quarters. The position peaked at $404K in Q1 2019. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2019.

  • FDx Advisors reported no remaining Fortis position as of Q4 2019 after selling out during the quarter.
  • FDx Advisors sold 5,665 Fortis shares in Q4 2019, an estimated $240K.
  • FDx Advisors first reported a position in Fortis in Q2 2017 and held it in 10 quarters.
  • FDx Advisors's Fortis position peaked at $404K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q4 2019.

Based on FDx Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.