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Freedom Investment Management’s Fortis FTS Stock Holding History

Freedom Investment 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
2021
Q1 		– Sell
-5,236
Closed -$214K – 871
2020
Q4 		$214K Sell
5,236
-384
-7% -$15.8K 0.02% 560
2020
Q3 		$230K Sell
5,620
-728
-11% -$29.1K 0.03% 475
2020
Q2 		$242K Sell
6,348
-1,801
-22% -$68.7K 0.03% 463
2020
Q1 		$352K Buy
8,149
+2,833
+53% +$116K 0.03% 438
2019
Q4 		$221K Buy
5,316
+370
+7% +$15.1K 0.02% 599
2019
Q3 		$209K Sell
4,946
-812
-14% -$33.1K 0.02% 622
2019
Q2 		$227K Sell
5,758
-1,038
-15% -$39.2K 0.02% 596
2019
Q1 		$251K Sell
6,796
-5,462
-45% -$194K 0.02% 573
2018
Q4 		$409K Sell
12,258
-2,047
-14% -$68.9K 0.03% 477
2018
Q3 		$464K Sell
14,305
-504
-3% -$16.4K 0.03% 543
2018
Q2 		$472K Buy
14,809
+3,919
+36% +$128K 0.03% 579
2018
Q1 		$368K Buy
10,890
+1,017
+10% +$34.5K 0.02% 800
2017
Q4 		$362K Buy
+9,873
New +$364K 0.02% 794

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Freedom Investment Management's FTS Position: Q1 2021 in Review

Freedom Investment Management sold out of Fortis (FTS) in Q1 2021, closing a stake of 5,236 shares — an estimated $214K sold.

Freedom Investment Management first reported a position in FTS in Q4 2017 and held it in 13 quarters. The position peaked at $472K in Q2 2018. 267 funds tracked by Wall St. Rank hold FTS as of Q1 2021.

  • Freedom Investment Management reported no remaining Fortis position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 5,236 Fortis shares in Q1 2021, an estimated $214K.
  • Freedom Investment Management first reported a position in Fortis in Q4 2017 and held it in 13 quarters.
  • Freedom Investment Management's Fortis position peaked at $472K in Q2 2018.
  • 267 funds tracked by Wall St. Rank held Fortis as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.