Evolution Wealth Advisors’s NiSource NI Stock Holding History

Evolution 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
2019 Q4	–	Sell	-183	Closed	-$5K	–	667
2019 Q3	$5K	Buy	+183	New	+$5.37K	﹤0.01%	280

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's NI Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of NiSource (NI) in Q4 2019, closing a stake of 183 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in NI in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 495 funds tracked by Wall St. Rank hold NI as of Q4 2019.

Evolution Wealth Advisors reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 183 NiSource shares in Q4 2019, an estimated $5K.
Evolution Wealth Advisors first reported a position in NiSource in Q3 2019 and held it in 1 quarter.
Evolution Wealth Advisors's NiSource position peaked at $5K in Q3 2019.
495 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.