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Oak Point Wealth Management’s Fortis FTS Stock Holding History

Oak Point 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
2018
Q1 		$14K Hold
413
– – 0.01% 138
2017
Q4 		$15K Buy
+413
New +$15.2K 0.01% 135

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Oak Point Wealth Management's FTS Position: Q1 2018 in Review

Oak Point Wealth Management held its Fortis (FTS) position steady in Q1 2018 at 413 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #138.

Oak Point Wealth Management first reported a position in FTS in Q4 2017 and has held it in 2 quarters since. The position peaked at $15K in Q4 2017. 246 funds tracked by Wall St. Rank hold FTS as of Q1 2018.

  • Oak Point Wealth Management held 413 shares of Fortis worth $14K as of Q1 2018.
  • Oak Point Wealth Management left its Fortis share count unchanged in Q1 2018.
  • Fortis made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #138 holding.
  • Oak Point Wealth Management first reported a position in Fortis in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Fortis position peaked at $15K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Fortis as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.