Ownership history in CIDEL ASSET MANAGEMENT INC Β· 37 quarters on record
This page tracks every 13F SEC filing in which CIDEL ASSET MANAGEMENT INC reported a position in FORTIS INC (FTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CIDEL ASSET MANAGEMENT INC underperformed the S&P 500 by β8.6% annually on this FTS position. Timing score: 51% (18/35 decisions correct). Average cost basis: $31.35. Maximum drawdown during holding period: β21.9%.
β Significantly underperformed the S&P 500 by 8.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 35 add/trim decisions correct
Best entry: $24.00 (2018 Q2) Β· Worst: $50.32 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 21 trims. Bought during 4 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.98% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size