Moneta Group Investment Advisors’s Fortis FTS Stock Holding History

Moneta Group Investment 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
2018 Q3	–	Sell	-7,408	Closed	-$236K	–	285
2018 Q2	$236K	Hold	7,408	–	–	0.03%	231
2018 Q1	$250K	Hold	7,408	–	–	0.03%	176
2017 Q4	$272K	Sell	7,408 -5,000	-40%	-$184K	0.04%	162
2017 Q3	$444K	Hold	12,408	–	–	0.07%	134
2017 Q2	$436K	Hold	12,408	–	–	0.07%	135
2017 Q1	$411K	Hold	12,408	–	–	0.08%	100
2016 Q4	$383K	Buy	+12,408	New	+$385K	0.08%	108

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Moneta Group Investment Advisors's FTS Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Fortis (FTS) in Q3 2018, closing a stake of 7,408 shares — an estimated $236K sold.

Moneta Group Investment Advisors first reported a position in FTS in Q4 2016 and held it in 7 quarters. The position peaked at $444K in Q3 2017. 244 funds tracked by Wall St. Rank hold FTS as of Q3 2018.

Moneta Group Investment Advisors reported no remaining Fortis position as of Q3 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 7,408 Fortis shares in Q3 2018, an estimated $236K.
Moneta Group Investment Advisors first reported a position in Fortis in Q4 2016 and held it in 7 quarters.
Moneta Group Investment Advisors's Fortis position peaked at $444K in Q3 2017.
244 funds tracked by Wall St. Rank held Fortis as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.