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Reilly Financial Advisors’s Fortis FTS Stock Holding History

Reilly Financial Advisors’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
-976
Closed -$36K – 1004
2017
Q4 		$36K Sell
976
-30
-3% -$1.11K 0.01% 373
2017
Q3 		$36K Buy
1,006
+30
+3% +$1.08K 0.01% 356
2017
Q2 		$34K Hold
976
– – 0.01% 371
2017
Q1 		$32K Hold
976
– – 0.01% 374
2016
Q4 		$30K Buy
+976
New +$30.3K 0.01% 365

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Reilly Financial Advisors's FTS Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Fortis (FTS) in Q1 2018, closing a stake of 976 shares — an estimated $36K sold.

Reilly Financial Advisors first reported a position in FTS in Q4 2016 and held it in 5 quarters. The position peaked at $36K in Q4 2017. 246 funds tracked by Wall St. Rank hold FTS as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Fortis position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 976 Fortis shares in Q1 2018, an estimated $36K.
  • Reilly Financial Advisors first reported a position in Fortis in Q4 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's Fortis position peaked at $36K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Fortis as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.