Ladenburg Thalmann Financial Services’s Fortis FTS Stock Holding History

Ladenburg Thalmann Financial 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 Q4	$89K	Buy	2,064 +1,014	+97%	+$41.5K	﹤0.01%	3112
2019 Q3	$45K	Sell	1,050 -189	-15%	-$7.71K	﹤0.01%	3524
2019 Q2	$48K	Sell	1,239 -76	-6%	-$2.87K	﹤0.01%	3494
2019 Q1	$49K	Sell	1,315 -113	-8%	-$4.01K	﹤0.01%	3408
2018 Q4	$48K	Buy	1,428 +37	+3%	+$1.25K	﹤0.01%	3273
2018 Q3	$46K	Buy	1,391 +75	+6%	+$2.44K	﹤0.01%	3360
2018 Q2	$44K	Hold	1,316	–	–	﹤0.01%	3341
2018 Q1	$44K	Sell	1,316 -1,562	-54%	-$53K	﹤0.01%	3341
2017 Q4	$106K	Buy	2,878 +1,931	+204%	+$71.2K	﹤0.01%	2680
2017 Q3	$34K	Buy	947 +238	+34%	+$8.58K	﹤0.01%	3353
2017 Q2	$25K	Sell	709 -1,195	-63%	-$39.8K	﹤0.01%	3463
2017 Q1	$63K	Buy	1,904 +451	+31%	+$14.4K	﹤0.01%	2730
2016 Q4	$45K	Buy	+1,453	New	+$45.1K	﹤0.01%	2920

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FTS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Fortis (FTS) stake by 97% in Q4 2019, buying an estimated $41.5K and bringing the position to 2,064 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Ladenburg Thalmann Financial Services first reported a position in FTS in Q4 2016 and has held it in 13 quarters since. The position peaked at $106K in Q4 2017. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,064 shares of Fortis worth $89K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,014 Fortis shares in Q4 2019, an estimated $41.5K.
Fortis made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3112 holding.
Ladenburg Thalmann Financial Services first reported a position in Fortis in Q4 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's Fortis position peaked at $106K in Q4 2017.
272 funds tracked by Wall St. Rank held Fortis as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.