NWM
FTS icon

Northwest Wealth Management’s Fortis FTS Stock Holding History

Northwest 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
2019
Q2 		– Sell
-487
Closed -$18K – 245
2019
Q1 		$18K Hold
487
– – 0.01% 297
2018
Q4 		$16K Hold
487
– – 0.01% 288
2018
Q3 		$16K Hold
487
– – 0.01% 315
2018
Q2 		$16K Hold
487
– – 0.01% 304
2018
Q1 		$16K Buy
+487
New +$16.5K 0.01% 313

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Northwest Wealth Management's FTS Position: Q2 2019 in Review

Northwest Wealth Management sold out of Fortis (FTS) in Q2 2019, closing a stake of 487 shares — an estimated $18K sold.

Northwest Wealth Management first reported a position in FTS in Q1 2018 and held it in 5 quarters. The position peaked at $18K in Q1 2019. 262 funds tracked by Wall St. Rank hold FTS as of Q2 2019.

  • Northwest Wealth Management reported no remaining Fortis position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 487 Fortis shares in Q2 2019, an estimated $18K.
  • Northwest Wealth Management first reported a position in Fortis in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Fortis position peaked at $18K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held Fortis as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.