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Loring Wolcott & Coolidge Fiduciary Advisors’s Fortis FTS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-68
Closed -$2K – 824
2017
Q2 		$2K Buy
+68
New +$2.26K ﹤0.01% 618

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FTS Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fortis (FTS) in Q3 2017, closing a stake of 68 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FTS in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 227 funds tracked by Wall St. Rank hold FTS as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fortis position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 68 Fortis shares in Q3 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fortis in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Fortis position peaked at $2K in Q2 2017.
  • 227 funds tracked by Wall St. Rank held Fortis as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.