Acorn Wealth Advisors’s NiSource NI Stock Holding History

Acorn Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-266	Closed	-$7K	–	702
2018 Q1	$7K	Hold	266	–	–	0.01%	573
2017 Q4	$7K	Buy	+266	New	+$7.06K	0.01%	549

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acorn Wealth Advisors's NI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of NiSource (NI) in Q2 2018, closing a stake of 266 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in NI in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 468 funds tracked by Wall St. Rank hold NI as of Q2 2018.

Acorn Wealth Advisors reported no remaining NiSource position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 266 NiSource shares in Q2 2018, an estimated $7K.
Acorn Wealth Advisors first reported a position in NiSource in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's NiSource position peaked at $7K in Q1 2018.
468 funds tracked by Wall St. Rank held NiSource as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.