Proficio Capital Partners’s Fortis FTS Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-411	Closed	-$16K	–	657
2019 Q2	$16K	Buy	411 +122	+42%	+$4.61K	0.01%	772
2019 Q1	$11K	Sell	289 -925	-76%	-$32.8K	﹤0.01%	845
2018 Q4	$40K	Buy	1,214 +920	+313%	+$31K	0.02%	351
2018 Q3	$10K	Hold	294	–	–	﹤0.01%	798
2018 Q2	$9K	Sell	294 -475	-62%	-$15.5K	﹤0.01%	850
2018 Q1	$26K	Hold	769	–	–	0.01%	516
2017 Q4	$28K	Hold	769	–	–	0.01%	488
2017 Q3	$28K	Hold	769	–	–	0.01%	508
2017 Q2	$28K	Hold	769	–	–	0.01%	512
2017 Q1	$25K	Buy	769 +475	+162%	+$15.2K	0.01%	552
2016 Q4	$9K	Buy	+294	New	+$9.13K	﹤0.01%	628

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

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

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

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

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

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Proficio Capital Partners's FTS Position: Q3 2019 in Review

Proficio Capital Partners sold out of Fortis (FTS) in Q3 2019, closing a stake of 411 shares — an estimated $16K sold.

Proficio Capital Partners first reported a position in FTS in Q4 2016 and held it in 11 quarters. The position peaked at $40K in Q4 2018. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2019.

Proficio Capital Partners reported no remaining Fortis position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 411 Fortis shares in Q3 2019, an estimated $16K.
Proficio Capital Partners first reported a position in Fortis in Q4 2016 and held it in 11 quarters.
Proficio Capital Partners's Fortis position peaked at $40K in Q4 2018.
273 funds tracked by Wall St. Rank held Fortis as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.