Lenox Wealth Management’s Fortis FTS Stock Holding History

Lenox 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
2020 Q2	$15K	Buy	412 +18	+5%	+$686	﹤0.01%	379
2020 Q1	$15K	Hold	394	–	–	0.01%	347
2019 Q4	$16K	Sell	394 -58	-13%	-$2.37K	﹤0.01%	381
2019 Q3	$19K	Hold	452	–	–	0.01%	371
2019 Q2	$17K	Hold	452	–	–	0.01%	367
2019 Q1	$17K	Buy	452 +3	+0.7%	+$107	0.01%	378
2018 Q4	$15K	Buy	449 +271	+152%	+$9.12K	0.01%	336
2018 Q3	$6K	Sell	178 -1,992	-92%	-$64.8K	﹤0.01%	476
2018 Q2	$69K	Buy	2,170 +713	+49%	+$23.3K	0.02%	200
2018 Q1	$49K	Buy	1,457 +484	+50%	+$16.4K	0.02%	215
2017 Q4	$36K	Sell	973 -354	-27%	-$13.1K	0.01%	247
2017 Q3	$47K	Buy	1,327 +351	+36%	+$12.7K	0.02%	234
2017 Q2	$34K	Buy	+976	New	+$32.5K	0.01%	240

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

Lenox Wealth Management's FTS Position: Q2 2020 in Review

Lenox Wealth Management increased its Fortis (FTS) stake by 4.6% in Q2 2020, buying an estimated $686 and bringing the position to 412 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Lenox Wealth Management first reported a position in FTS in Q2 2017 and has held it in 13 quarters since. The position peaked at $69K in Q2 2018. 257 funds tracked by Wall St. Rank hold FTS as of Q2 2020.

Lenox Wealth Management held 412 shares of Fortis worth $15K as of Q2 2020.
Lenox Wealth Management bought 18 Fortis shares in Q2 2020, an estimated $686.
Fortis made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #379 holding.
Lenox Wealth Management first reported a position in Fortis in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Fortis position peaked at $69K in Q2 2018.
257 funds tracked by Wall St. Rank held Fortis as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.