Trust Company of Vermont’s Fortis FTS Stock Holding History

Trust Company of Vermont’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	-394	Closed	-$16K	–	762
2020 Q3	$16K	Hold	394	–	–	﹤0.01%	555
2020 Q2	$15K	Hold	394	–	–	﹤0.01%	569
2020 Q1	$15K	Hold	394	–	–	﹤0.01%	603
2019 Q4	$16K	Hold	394	–	–	﹤0.01%	646
2019 Q3	$17K	Hold	394	–	–	﹤0.01%	651
2019 Q2	$16K	Hold	394	–	–	﹤0.01%	669
2019 Q1	$15K	Hold	394	–	–	﹤0.01%	654
2018 Q4	$13K	Buy	+394	New	+$13.3K	﹤0.01%	694
2018 Q3	–	Sell	-300	Closed	-$10K	–	1075
2018 Q2	$10K	Hold	300	–	–	﹤0.01%	827
2018 Q1	$10K	Sell	300 -100	-25%	-$3.39K	﹤0.01%	753
2017 Q4	$15K	Hold	400	–	–	﹤0.01%	698
2017 Q3	$14K	Hold	400	–	–	﹤0.01%	686
2017 Q2	$14K	Hold	400	–	–	﹤0.01%	691
2017 Q1	$13K	Hold	400	–	–	﹤0.01%	671
2016 Q4	$12K	Buy	+400	New	+$12.4K	﹤0.01%	678

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Trust Company of Vermont's FTS Position: Q4 2020 in Review

Trust Company of Vermont sold out of Fortis (FTS) in Q4 2020, closing a stake of 394 shares — an estimated $16K sold.

Trust Company of Vermont first reported a position in FTS in Q4 2016 and held it in 15 quarters. The position peaked at $17K in Q3 2019. 265 funds tracked by Wall St. Rank hold FTS as of Q4 2020.

Trust Company of Vermont reported no remaining Fortis position as of Q4 2020 after selling out during the quarter.
Trust Company of Vermont sold 394 Fortis shares in Q4 2020, an estimated $16K.
Trust Company of Vermont first reported a position in Fortis in Q4 2016 and held it in 15 quarters.
Trust Company of Vermont's Fortis position peaked at $17K in Q3 2019.
265 funds tracked by Wall St. Rank held Fortis as of Q4 2020.

Based on Trust Company of Vermont's 13F filing for Q4 2020, filed 3 Feb 2021.