Zimmer Partners’s Fortis FTS Stock Holding History

Zimmer Partners’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
2021 Q4	–	Sell	-18,979	Closed	-$842K	–	138
2021 Q3	$842K	Hold	18,979	–	–	0.01%	133
2021 Q2	$840K	Buy	+18,979	New	+$855K	0.01%	155
2020 Q3	–	Sell	-986,462	Closed	-$37.5M	–	136
2020 Q2	$37.5M	Buy	986,462 +547,062	+125%	+$20.9M	0.51%	50
2020 Q1	$16.9M	Sell	439,400 -9,337,228	-96%	-$383M	0.38%	40
2019 Q4	$406M	Buy	+9,776,628	New	+$400M	5.61%	3
2017 Q3	–	Sell	-29,500	Closed	-$1.04M	–	83
2017 Q2	$1.04M	Sell	29,500 -12,199,722	-100%	-$406M	0.02%	83
2017 Q1	$405M	Buy	+12,229,222	New	+$390M	9.99%	1

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Zimmer Partners's FTS Position: Q4 2021 in Review

Zimmer Partners sold out of Fortis (FTS) in Q4 2021, closing a stake of 18,979 shares — an estimated $842K sold.

Zimmer Partners first reported a position in FTS in Q1 2017 and held it in 7 quarters. The position peaked at $406M in Q4 2019. 271 funds tracked by Wall St. Rank hold FTS as of Q4 2021.

Zimmer Partners reported no remaining Fortis position as of Q4 2021 after selling out during the quarter.
Zimmer Partners sold 18,979 Fortis shares in Q4 2021, an estimated $842K.
Zimmer Partners first reported a position in Fortis in Q1 2017 and held it in 7 quarters.
Zimmer Partners's Fortis position peaked at $406M in Q4 2019.
271 funds tracked by Wall St. Rank held Fortis as of Q4 2021.

Based on Zimmer Partners's 13F filing for Q4 2021, filed 14 Feb 2022.