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Paloma Partners’s Fortis FTS Stock Holding History

Paloma Partners’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
2020
Q1 		– Sell
-11,056
Closed -$459K – 1524
2019
Q4 		$459K Buy
+11,056
New +$452K 0.01% 1457
2018
Q4 		– Sell
-10,560
Closed -$343K – 1440
2018
Q3 		$343K Buy
+10,560
New +$344K 0.01% 1175

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Paloma Partners's FTS Position: Q1 2020 in Review

Paloma Partners sold out of Fortis (FTS) in Q1 2020, closing a stake of 11,056 shares — an estimated $459K sold.

Paloma Partners first reported a position in FTS in Q3 2018 and held it in 2 quarters. The position peaked at $459K in Q4 2019. 266 funds tracked by Wall St. Rank hold FTS as of Q1 2020.

  • Paloma Partners reported no remaining Fortis position as of Q1 2020 after selling out during the quarter.
  • Paloma Partners sold 11,056 Fortis shares in Q1 2020, an estimated $459K.
  • Paloma Partners first reported a position in Fortis in Q3 2018 and held it in 2 quarters.
  • Paloma Partners's Fortis position peaked at $459K in Q4 2019.
  • 266 funds tracked by Wall St. Rank held Fortis as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.