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Geneva Advisors’s Fortis FTS Stock Holding History

Geneva 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
2017
Q2 		$370K Sell
10,519
-297
-3% -$9.89K 0.01% 565
2017
Q1 		$359K Sell
10,816
-1,042
-9% -$33.3K 0.01% 565
2016
Q4 		$366K Buy
+11,858
New +$368K 0.01% 543

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geneva Advisors's FTS Position: Q2 2017 in Review

Geneva Advisors reduced its Fortis (FTS) stake by 2.7% in Q2 2017, selling an estimated $9.89K and leaving 10,519 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #565.

Geneva Advisors first reported a position in FTS in Q4 2016 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold FTS as of Q2 2017.

  • Geneva Advisors held 10,519 shares of Fortis worth $370K as of Q2 2017.
  • Geneva Advisors sold 297 Fortis shares in Q2 2017, an estimated $9.89K.
  • Fortis made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #565 holding.
  • Geneva Advisors first reported a position in Fortis in Q4 2016 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Fortis as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.