Sandy Spring Bank’s Fortis FTS Stock Holding History

Sandy Spring Bank’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 Q2	–	Sell	-478	Closed	-$18K	–	919
2020 Q1	$18K	Hold	478	–	–	﹤0.01%	586
2019 Q4	$20K	Hold	478	–	–	﹤0.01%	613
2019 Q3	$20K	Hold	478	–	–	﹤0.01%	625
2019 Q2	$19K	Hold	478	–	–	﹤0.01%	621
2019 Q1	$18K	Sell	478 -67	-12%	-$2.38K	﹤0.01%	598
2018 Q4	$18K	Hold	545	–	–	﹤0.01%	586
2018 Q3	$18K	Sell	545 -112	-17%	-$3.65K	﹤0.01%	605
2018 Q2	$21K	Hold	657	–	–	﹤0.01%	578
2018 Q1	$22K	Sell	657 -443	-40%	-$15K	﹤0.01%	586
2017 Q4	$40K	Sell	1,100 -322	-23%	-$11.9K	﹤0.01%	475
2017 Q3	$51K	Sell	1,422 -830	-37%	-$29.9K	﹤0.01%	441
2017 Q2	$79K	Sell	2,252 -2,352	-51%	-$78.3K	0.01%	395
2017 Q1	$153K	Sell	4,604 -2,022	-31%	-$64.6K	0.02%	312
2016 Q4	$205K	Buy	+6,626	New	+$206K	0.02%	289

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Sandy Spring Bank's FTS Position: Q2 2020 in Review

Sandy Spring Bank sold out of Fortis (FTS) in Q2 2020, closing a stake of 478 shares — an estimated $18K sold.

Sandy Spring Bank first reported a position in FTS in Q4 2016 and held it in 14 quarters. The position peaked at $205K in Q4 2016. 257 funds tracked by Wall St. Rank hold FTS as of Q2 2020.

Sandy Spring Bank reported no remaining Fortis position as of Q2 2020 after selling out during the quarter.
Sandy Spring Bank sold 478 Fortis shares in Q2 2020, an estimated $18K.
Sandy Spring Bank first reported a position in Fortis in Q4 2016 and held it in 14 quarters.
Sandy Spring Bank's Fortis position peaked at $205K in Q4 2016.
257 funds tracked by Wall St. Rank held Fortis as of Q2 2020.

Based on Sandy Spring Bank's 13F filing for Q2 2020, filed 12 Aug 2020.