Stratos Wealth Partners’s Fortis FTS Stock Holding History

Stratos Wealth 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
2018 Q4	–	Sell	-440	Closed	-$14K	–	1438
2018 Q3	$14K	Buy	+440	New	+$14.3K	﹤0.01%	2026
2018 Q2	–	Sell	-12,895	Closed	-$435K	–	1568
2018 Q1	$435K	Buy	12,895 +651	+5%	+$22.1K	0.02%	592
2017 Q4	$449K	Buy	12,244 +2,116	+21%	+$78.1K	0.02%	548
2017 Q3	$362K	Buy	10,128 +749	+8%	+$27K	0.02%	606
2017 Q2	$330K	Buy	9,379 +1,997	+27%	+$66.5K	0.02%	601
2017 Q1	$245K	Buy	+7,382	New	+$236K	0.01%	650

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Stratos Wealth Partners's FTS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Fortis (FTS) in Q4 2018, closing a stake of 440 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in FTS in Q1 2017 and held it in 6 quarters. The position peaked at $449K in Q4 2017. 263 funds tracked by Wall St. Rank hold FTS as of Q4 2018.

Stratos Wealth Partners reported no remaining Fortis position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 440 Fortis shares in Q4 2018, an estimated $14K.
Stratos Wealth Partners first reported a position in Fortis in Q1 2017 and held it in 6 quarters.
Stratos Wealth Partners's Fortis position peaked at $449K in Q4 2017.
263 funds tracked by Wall St. Rank held Fortis as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.