First Allied Advisory Services’s Fortis FTS Stock Holding History

First Allied Advisory Services’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	-5,448	Closed	-$230K	–	1336
2019 Q3	$230K	Buy	5,448 +202	+4%	+$8.24K	0.01%	1026
2019 Q2	$208K	Buy	+5,246	New	+$198K	0.01%	1082

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Allied Advisory Services's FTS Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fortis (FTS) in Q4 2019, closing a stake of 5,448 shares — an estimated $230K sold.

First Allied Advisory Services first reported a position in FTS in Q2 2019 and held it in 2 quarters. The position peaked at $230K in Q3 2019. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2019.

First Allied Advisory Services reported no remaining Fortis position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 5,448 Fortis shares in Q4 2019, an estimated $230K.
First Allied Advisory Services first reported a position in Fortis in Q2 2019 and held it in 2 quarters.
First Allied Advisory Services's Fortis position peaked at $230K in Q3 2019.
272 funds tracked by Wall St. Rank held Fortis as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.