Clear Perspective Advisors’s NiSource NI Stock Holding History

Clear Perspective 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 Q3	–	Sell	-1,000	Closed	-$26K	–	338
2018 Q2	$26K	Hold	1,000	–	–	0.02%	298
2018 Q1	$24K	Buy	+1,000	New	+$23.7K	0.02%	294
2017 Q4	–	Sell	-1,000	Closed	-$26.6K	–	276
2017 Q3	$26K	Hold	1,000	–	–	0.02%	273
2017 Q2	$25K	Hold	1,000	–	–	0.02%	273
2017 Q1	$24K	Hold	1,000	–	–	0.02%	262
2016 Q4	$22K	Buy	+1,000	New	+$22.2K	0.01%	261

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 $3.37T AUM 44.26% 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

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

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

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

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

Clear Perspective Advisors's NI Position: Q3 2018 in Review

Clear Perspective Advisors sold out of NiSource (NI) in Q3 2018, closing a stake of 1,000 shares — an estimated $26K sold.

Clear Perspective Advisors first reported a position in NI in Q4 2016 and held it in 6 quarters. The position peaked at $26K in Q2 2018. 466 funds tracked by Wall St. Rank hold NI as of Q3 2018.

Clear Perspective Advisors reported no remaining NiSource position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,000 NiSource shares in Q3 2018, an estimated $26K.
Clear Perspective Advisors first reported a position in NiSource in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's NiSource position peaked at $26K in Q2 2018.
466 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.