REDW Wealth’s Fortis FTS Stock Holding History

REDW Wealth’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 Q1	–	Sell	-5,770	Closed	-$211K	–	84
2017 Q4	$211K	Hold	5,770	–	–	0.16%	79
2017 Q3	$206K	Hold	5,770	–	–	0.17%	76
2017 Q2	$203K	Buy	+5,770	New	+$192K	0.2%	69

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

REDW Wealth's FTS Position: Q1 2018 in Review

REDW Wealth sold out of Fortis (FTS) in Q1 2018, closing a stake of 5,770 shares — an estimated $211K sold.

REDW Wealth first reported a position in FTS in Q2 2017 and held it in 3 quarters. The position peaked at $211K in Q4 2017. 246 funds tracked by Wall St. Rank hold FTS as of Q1 2018.

REDW Wealth reported no remaining Fortis position as of Q1 2018 after selling out during the quarter.
REDW Wealth sold 5,770 Fortis shares in Q1 2018, an estimated $211K.
REDW Wealth first reported a position in Fortis in Q2 2017 and held it in 3 quarters.
REDW Wealth's Fortis position peaked at $211K in Q4 2017.
246 funds tracked by Wall St. Rank held Fortis as of Q1 2018.

Based on REDW Wealth's 13F filing for Q1 2018, filed 4 May 2018.