Old Mutual Customised Solutions’s Fortis FTS Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.01M	Hold	31,742	–	–	0.1%	243
2018 Q1	$1.07M	Buy	31,742 +5,100	+19%	+$173K	0.11%	228
2017 Q4	$980K	Buy	26,642 +8,300	+45%	+$306K	0.1%	244
2017 Q3	$657K	Hold	18,342	–	–	0.09%	267
2017 Q2	$644K	Hold	18,342	–	–	0.1%	258
2017 Q1	$606K	Buy	18,342 +2,000	+12%	+$63.9K	0.09%	263
2016 Q4	$505K	Buy	+16,342	New	+$507K	0.09%	268

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Old Mutual Customised Solutions's FTS Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Fortis (FTS) position steady in Q2 2018 at 31,742 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #243.

Old Mutual Customised Solutions first reported a position in FTS in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2018. 253 funds tracked by Wall St. Rank hold FTS as of Q2 2018.

Old Mutual Customised Solutions held 31,742 shares of Fortis worth $1.01M as of Q2 2018.
Old Mutual Customised Solutions left its Fortis share count unchanged in Q2 2018.
Fortis made up 0.1% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #243 holding.
Old Mutual Customised Solutions first reported a position in Fortis in Q4 2016 and has held it in 7 quarters since.
Old Mutual Customised Solutions's Fortis position peaked at $1.07M in Q1 2018.
253 funds tracked by Wall St. Rank held Fortis as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.