Heritage Wealth Advisors’s Fortis FTS Stock Holding History

Heritage Wealth 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 Q3	–	Sell	-595	Closed	-$23.5K	–	445
2019 Q2	$23.5K	Hold	595	–	–	﹤0.01%	325
2019 Q1	$22K	Buy	+595	New	+$21.1K	﹤0.01%	300

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Heritage Wealth Advisors's FTS Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Fortis (FTS) in Q3 2019, closing a stake of 595 shares — an estimated $23.5K sold.

Heritage Wealth Advisors first reported a position in FTS in Q1 2019 and held it in 2 quarters. The position peaked at $23.5K in Q2 2019. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2019.

Heritage Wealth Advisors reported no remaining Fortis position as of Q3 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 595 Fortis shares in Q3 2019, an estimated $23.5K.
Heritage Wealth Advisors first reported a position in Fortis in Q1 2019 and held it in 2 quarters.
Heritage Wealth Advisors's Fortis position peaked at $23.5K in Q2 2019.
273 funds tracked by Wall St. Rank held Fortis as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.