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OptiFour Integrated Wealth Management’s Fortis FTS Stock Holding History

OptiFour Integrated 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
Q4 		$325K Hold
7,818
– – 0.22% 50
2019
Q3 		$331K Hold
7,818
– – 0.23% 48
2019
Q2 		$309K Buy
+7,818
New +$296K 0.22% 56

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OptiFour Integrated Wealth Management's FTS Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Fortis (FTS) position steady in Q4 2019 at 7,818 shares worth $325K. The position accounts for 0.22% of the portfolio, ranked #50.

OptiFour Integrated Wealth Management first reported a position in FTS in Q2 2019 and has held it in 3 quarters since. The position peaked at $331K in Q3 2019. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2019.

  • OptiFour Integrated Wealth Management held 7,818 shares of Fortis worth $325K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Fortis share count unchanged in Q4 2019.
  • Fortis made up 0.22% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #50 holding.
  • OptiFour Integrated Wealth Management first reported a position in Fortis in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Fortis position peaked at $331K in Q3 2019.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.