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Fortis shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Fortis (FTS) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Fortis

Tip: Access up to 7 years of quarterly data

All positions including Fortis held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortis by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $325k 7.8k 41.57
2019-09-30 $331k 7.8k 42.34
2019-06-30 $309k 7.8k 39.52

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Fortis

Royal Bank of Canada
Vanguard Group
TD Asset Management
Beutel, Goodman & Company
Goodman & Company, Investment Counsel
CIBC World Markets
Scotia Capital
Bank of Nova Scotia
Mackenzie Financial
Toronto-Dominion Bank
National Bank Of Canada /fi/
TD Waterhouse Canada
Goldman Sachs Group
CIBC Global Asset Management
Connor, Clark & Lunn Investment Management

View all funds holding Fortis