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Taylor Hoffman Wealth Management’s Fortis FTS Stock Holding History

Taylor Hoffman Wealth Management’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
-71
Closed -$3K – 448
2017
Q4 		$3K Buy
+71
New +$2.62K ﹤0.01% 368

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

Taylor Hoffman Wealth Management's FTS Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Fortis (FTS) in Q1 2018, closing a stake of 71 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in FTS in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 246 funds tracked by Wall St. Rank hold FTS as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Fortis position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 71 Fortis shares in Q1 2018, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in Fortis in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Fortis position peaked at $3K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Fortis as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.