Princeton Portfolio Strategies Group’s Fortis FTS Stock Holding History

Princeton Portfolio Strategies Group’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	–	Sell	-7,246	Closed	-$245K	–	151
2018 Q1	$245K	Sell	7,246 -1,502	-17%	-$50.9K	0.07%	139
2017 Q4	$321K	Sell	8,748 -225	-3%	-$8.3K	0.09%	133
2017 Q3	$321K	Sell	8,973 -190	-2%	-$6.85K	0.09%	145
2017 Q2	$322K	Sell	9,163 -684	-7%	-$22.8K	0.09%	136
2017 Q1	$327K	Sell	9,847 -885	-8%	-$28.3K	0.1%	142
2016 Q4	$331K	Buy	+10,732	New	+$333K	0.1%	124

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Princeton Portfolio Strategies Group's FTS Position: Q2 2018 in Review

Princeton Portfolio Strategies Group sold out of Fortis (FTS) in Q2 2018, closing a stake of 7,246 shares — an estimated $245K sold.

Princeton Portfolio Strategies Group first reported a position in FTS in Q4 2016 and held it in 6 quarters. The position peaked at $331K in Q4 2016. 252 funds tracked by Wall St. Rank hold FTS as of Q2 2018.

Princeton Portfolio Strategies Group reported no remaining Fortis position as of Q2 2018 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 7,246 Fortis shares in Q2 2018, an estimated $245K.
Princeton Portfolio Strategies Group first reported a position in Fortis in Q4 2016 and held it in 6 quarters.
Princeton Portfolio Strategies Group's Fortis position peaked at $331K in Q4 2016.
252 funds tracked by Wall St. Rank held Fortis as of Q2 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2018, filed 8 Aug 2018.