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Glassman Wealth Services’s Fortis FTS Stock Holding History

Glassman Wealth 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
Q2 		– Sell
-4,073
Closed -$151K – 1173
2019
Q1 		$151K Hold
4,073
– – 0.07% 122
2018
Q4 		$136K Hold
4,073
– – 0.07% 118
2018
Q3 		$132K Buy
+4,073
New +$133K 0.06% 132

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Glassman Wealth Services's FTS Position: Q2 2019 in Review

Glassman Wealth Services sold out of Fortis (FTS) in Q2 2019, closing a stake of 4,073 shares — an estimated $151K sold.

Glassman Wealth Services first reported a position in FTS in Q3 2018 and held it in 3 quarters. The position peaked at $151K in Q1 2019. 262 funds tracked by Wall St. Rank hold FTS as of Q2 2019.

  • Glassman Wealth Services reported no remaining Fortis position as of Q2 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 4,073 Fortis shares in Q2 2019, an estimated $151K.
  • Glassman Wealth Services first reported a position in Fortis in Q3 2018 and held it in 3 quarters.
  • Glassman Wealth Services's Fortis position peaked at $151K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held Fortis as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.