OneDigital Investment Advisors’s Fortis FTS Stock Holding History

OneDigital 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
2019 Q3	–	Sell	-126	Closed	-$5K	–	779
2019 Q2	$5K	Hold	126	–	–	﹤0.01%	1044
2019 Q1	$5K	Hold	126	–	–	﹤0.01%	983
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	971
2018 Q3	$4K	Hold	126	–	–	﹤0.01%	946
2018 Q2	$4K	Hold	126	–	–	﹤0.01%	1196
2018 Q1	$4K	Hold	126	–	–	﹤0.01%	1181
2017 Q4	$5K	Hold	126	–	–	﹤0.01%	1078
2017 Q3	$5K	Hold	126	–	–	﹤0.01%	879
2017 Q2	$4K	Buy	+126	New	+$4.2K	﹤0.01%	1086

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

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

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

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

OneDigital Investment Advisors's FTS Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Fortis (FTS) in Q3 2019, closing a stake of 126 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in FTS in Q2 2017 and held it in 9 quarters. The position peaked at $5K in Q2 2019. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2019.

OneDigital Investment Advisors reported no remaining Fortis position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 126 Fortis shares in Q3 2019, an estimated $5K.
OneDigital Investment Advisors first reported a position in Fortis in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Fortis position peaked at $5K in Q2 2019.
273 funds tracked by Wall St. Rank held Fortis as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.