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Measured Wealth Private Client Group’s Fortis FTS Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,693
Closed -$55K – 316
2018
Q3 		$55K Buy
+1,693
New +$55.1K 0.03% 333

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Measured Wealth Private Client Group's FTS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Fortis (FTS) in Q4 2018, closing a stake of 1,693 shares — an estimated $55K sold.

Measured Wealth Private Client Group first reported a position in FTS in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 263 funds tracked by Wall St. Rank hold FTS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Fortis position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,693 Fortis shares in Q4 2018, an estimated $55K.
  • Measured Wealth Private Client Group first reported a position in Fortis in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Fortis position peaked at $55K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Fortis as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.