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IHT Wealth Management’s Fortis FTS Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-279
Closed -$9K – 771
2018
Q1 		$9K Hold
279
– – ﹤0.01% 1214
2017
Q4 		$10K Buy
279
+25
+10% +$922 ﹤0.01% 1192
2017
Q3 		$9K Hold
254
– – ﹤0.01% 985
2017
Q2 		$779K Sell
254
-100
-28% -$3.33K 0.38% 63
2017
Q1 		$12K Buy
354
+175
+98% +$5.59K 0.01% 781
2016
Q4 		$6K Buy
+179
New +$5.56K ﹤0.01% 882

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

IHT Wealth Management's FTS Position: Q2 2018 in Review

IHT Wealth Management sold out of Fortis (FTS) in Q2 2018, closing a stake of 279 shares — an estimated $9K sold.

IHT Wealth Management first reported a position in FTS in Q4 2016 and held it in 6 quarters. The position peaked at $779K in Q2 2017. 252 funds tracked by Wall St. Rank hold FTS as of Q2 2018.

  • IHT Wealth Management reported no remaining Fortis position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 279 Fortis shares in Q2 2018, an estimated $9K.
  • IHT Wealth Management first reported a position in Fortis in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Fortis position peaked at $779K in Q2 2017.
  • 252 funds tracked by Wall St. Rank held Fortis as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.