Valley Wealth Managers’s Fortis FTS Stock Holding History

Valley Wealth Managers’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
2019 Q1	–	Sell	-6,053	Closed	-$202K	–	205
2018 Q4	$202K	Buy	+6,053	New	+$204K	0.03%	160

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Valley Wealth Managers's FTS Position: Q1 2019 in Review

Valley Wealth Managers sold out of Fortis (FTS) in Q1 2019, closing a stake of 6,053 shares — an estimated $202K sold.

Valley Wealth Managers first reported a position in FTS in Q4 2018 and held it in 1 quarter. The position peaked at $202K in Q4 2018. 262 funds tracked by Wall St. Rank hold FTS as of Q1 2019.

Valley Wealth Managers reported no remaining Fortis position as of Q1 2019 after selling out during the quarter.
Valley Wealth Managers sold 6,053 Fortis shares in Q1 2019, an estimated $202K.
Valley Wealth Managers first reported a position in Fortis in Q4 2018 and held it in 1 quarter.
Valley Wealth Managers's Fortis position peaked at $202K in Q4 2018.
262 funds tracked by Wall St. Rank held Fortis as of Q1 2019.

Based on Valley Wealth Managers's 13F filing for Q1 2019, filed 9 May 2019.