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Wealthspire Advisors (Maryland)’s Fortis FTS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-12
Closed – – 1031
2019
Q1 		$0 Hold
12
– – ﹤0.01% 2513
2018
Q4 		$0 Hold
12
– – ﹤0.01% 2478
2018
Q3 		$0 Hold
12
– – ﹤0.01% 2425
2018
Q2 		$0 Hold
12
– – ﹤0.01% 2483
2018
Q1 		$0 Hold
12
– – ﹤0.01% 2540
2017
Q4 		$0 Hold
12
– – ﹤0.01% 2471
2017
Q3 		$0 Buy
+12
New +$433 ﹤0.01% 2321

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FTS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fortis (FTS) in Q2 2019, closing a stake of 12 shares.

Wealthspire Advisors (Maryland) first reported a position in FTS in Q3 2017 and held it in 7 quarters. The position peaked at $0 in Q1 2019. 262 funds tracked by Wall St. Rank hold FTS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fortis position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Fortis shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Fortis in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Fortis position peaked at $0 in Q1 2019.
  • 262 funds tracked by Wall St. Rank held Fortis as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.