EWM
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Evercore Wealth Management’s NiSource NI Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-675
Closed -$17K – 647
2017
Q4 		$17K Hold
675
– – ﹤0.01% 751
2017
Q3 		$17K Sell
675
-9,350
-93% -$246K ﹤0.01% 734
2017
Q2 		$254K Buy
10,025
+1,025
+11% +$25.5K 0.01% 335
2017
Q1 		$214K Sell
9,000
-865
-9% -$19.8K 0.01% 352
2016
Q4 		$218K Sell
9,865
-120
-1% -$2.67K 0.01% 349
2016
Q3 		$241K Hold
9,985
– – 0.01% 339
2016
Q2 		$265K Hold
9,985
– – 0.01% 318
2016
Q1 		$235K Hold
9,985
– – 0.01% 327
2015
Q4 		$195K Buy
9,985
+120
+1% +$2.31K 0.01% 370
2015
Q3 		$183K Sell
9,865
-15,241
-61% -$261K 0.01% 394
2015
Q2 		$450K Sell
25,106
-4,930
-16% -$87.7K 0.02% 288
2015
Q1 		$521K Hold
30,036
– – 0.02% 267
2014
Q4 		$501K Buy
30,036
+3,822
+15% +$62.2K 0.03% 235
2014
Q3 		$422K Sell
26,214
-827
-3% -$12.6K 0.02% 287
2014
Q2 		$418K Sell
27,041
-14,997
-36% -$217K 0.02% 294
2014
Q1 		$588K Buy
42,038
+2,099
+5% +$28.4K 0.03% 241
2013
Q4 		$516K Sell
39,939
-31,298
-44% -$388K 0.03% 255
2013
Q3 		$865K Sell
71,237
-957
-1% -$11.3K 0.05% 224
2013
Q2 		$812K Buy
+72,194
New +$835K 0.05% 227

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return