Lenox Wealth Advisors’s Fortis FTS Stock Holding History

Lenox 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 Q2	–	Sell	-48	Closed	-$2K	–	476
2019 Q1	$2K	Buy	+48	New	+$1.7K	﹤0.01%	531

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Lenox Wealth Advisors's FTS Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Fortis (FTS) in Q2 2019, closing a stake of 48 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FTS in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 262 funds tracked by Wall St. Rank hold FTS as of Q2 2019.

Lenox Wealth Advisors reported no remaining Fortis position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 48 Fortis shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Fortis in Q1 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Fortis position peaked at $2K in Q1 2019.
262 funds tracked by Wall St. Rank held Fortis as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.