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Aris Wealth Services’s NiSource NI Stock Holding History

Aris Wealth Services’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
2015
Q3 		$0 Sell
7
-11
-61% -$188 ﹤0.01% 460
2015
Q2 		$0 Hold
18
– – ﹤0.01% 530
2015
Q1 		$0 Buy
+18
New +$305 ﹤0.01% 570

Other funds holding NI

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aris Wealth Services's NI Position: Q3 2015 in Review

Aris Wealth Services reduced its NiSource (NI) stake by 61% in Q3 2015, selling an estimated $188 and leaving 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Aris Wealth Services first reported a position in NI in Q1 2015 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold NI as of Q3 2015.

  • Aris Wealth Services held 7 shares of NiSource worth $0 as of Q3 2015.
  • Aris Wealth Services sold 11 NiSource shares in Q3 2015, an estimated $188.
  • NiSource made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #460 holding.
  • Aris Wealth Services first reported a position in NiSource in Q1 2015 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held NiSource as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.