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Tiedemann Advisors’s Fortis FTS Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-135,215
Closed -$5.52M – 332
2020
Q3 		$5.52M Sell
135,215
-1,030
-0.8% -$41.1K 0.27% 56
2020
Q2 		$5.19M Buy
136,245
+95,030
+231% +$3.62M 0.28% 59
2020
Q1 		$1.59M Sell
41,215
-197,030
-83% -$8.08M 0.1% 117
2019
Q4 		$9.89M Buy
238,245
+9,355
+4% +$383K 0.47% 45
2019
Q3 		$9.69M Buy
228,890
+7,070
+3% +$288K 0.47% 44
2019
Q2 		$8.76M Sell
221,820
-16,220
-7% -$613K 0.44% 43
2019
Q1 		$8.8M Sell
238,040
-1,200
-0.5% -$42.6K 0.41% 48
2018
Q4 		$7.98M Buy
239,240
+3,300
+1% +$111K 0.41% 49
2018
Q3 		$7.65M Buy
235,940
+2,300
+1% +$74.8K 0.45% 50
2018
Q2 		$7.45M Buy
233,640
+32,800
+16% +$1.07M 0.48% 49
2018
Q1 		$6.78M Buy
200,840
+128,290
+177% +$4.35M 0.46% 45
2017
Q4 		$2.66M Buy
72,550
+54,030
+292% +$1.99M 0.2% 68
2017
Q3 		$662K Buy
18,520
+1,300
+8% +$46.9K 0.06% 183
2017
Q2 		$605K Sell
17,220
-2,380
-12% -$79.2K 0.04% 291
2017
Q1 		$650K Buy
+19,600
New +$626K 0.05% 233

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Tiedemann Advisors's FTS Position: Q4 2020 in Review

Tiedemann Advisors sold out of Fortis (FTS) in Q4 2020, closing a stake of 135,215 shares — an estimated $5.52M sold.

Tiedemann Advisors first reported a position in FTS in Q1 2017 and held it in 15 quarters. The position peaked at $9.89M in Q4 2019. 265 funds tracked by Wall St. Rank hold FTS as of Q4 2020.

  • Tiedemann Advisors reported no remaining Fortis position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 135,215 Fortis shares in Q4 2020, an estimated $5.52M.
  • Tiedemann Advisors first reported a position in Fortis in Q1 2017 and held it in 15 quarters.
  • Tiedemann Advisors's Fortis position peaked at $9.89M in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Fortis as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.