Winslow Evans & Crocker’s Fortis FTS Stock Holding History

Winslow Evans & Crocker’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	$35K	Sell	871 -5	-0.6%	-$205	0.01%	668
2020 Q3	$36K	Hold	876	–	–	0.01%	515
2020 Q2	$33K	Sell	876 -2	-0.2%	-$76	0.01%	521
2020 Q1	$34K	Sell	878 -350	-29%	-$14.3K	0.01%	490
2019 Q4	$54K	Hold	1,228	–	–	0.01%	490
2019 Q3	$54K	Sell	1,228 -200	-14%	-$8.16K	0.02%	481
2019 Q2	$58K	Sell	1,428 -324	-18%	-$12.3K	0.02%	481
2019 Q1	$66K	Buy	1,752 +1,650	+1,618%	+$58.6K	0.02%	445
2018 Q4	$4K	Hold	102	–	–	﹤0.01%	938
2018 Q3	$4K	Hold	102	–	–	﹤0.01%	954
2018 Q2	$4K	Hold	102	–	–	﹤0.01%	959
2018 Q1	$3.41K	Hold	102	–	–	﹤0.01%	961
2017 Q4	$3.72K	Hold	102	–	–	﹤0.01%	963
2017 Q3	$3.62K	Buy	102 +1	+1%	+$36	﹤0.01%	972
2017 Q2	$3.54K	Sell	101 -1	-1%	-$33	﹤0.01%	1108
2017 Q1	$3.34K	Sell	102 -46	-31%	-$1.47K	﹤0.01%	1088
2016 Q4	$4.58K	Buy	+148	New	+$4.59K	﹤0.01%	1043

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Winslow Evans & Crocker's FTS Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Fortis (FTS) stake by 0.57% in Q4 2020, selling an estimated $205 and leaving 871 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #668.

Winslow Evans & Crocker first reported a position in FTS in Q4 2016 and has held it in 17 quarters since. The position peaked at $66K in Q1 2019. 265 funds tracked by Wall St. Rank hold FTS as of Q4 2020.

Winslow Evans & Crocker held 871 shares of Fortis worth $35K as of Q4 2020.
Winslow Evans & Crocker sold 5 Fortis shares in Q4 2020, an estimated $205.
Fortis made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #668 holding.
Winslow Evans & Crocker first reported a position in Fortis in Q4 2016 and has held it in 17 quarters since.
Winslow Evans & Crocker's Fortis position peaked at $66K in Q1 2019.
265 funds tracked by Wall St. Rank held Fortis as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.