Garrett Wealth Advisory Group’s NiSource NI Stock Holding History

Garrett Wealth Advisory Group’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	-157	Closed	-$4.7K	–	446
2019 Q3	$4.7K	Buy	+157	New	+$4.61K	﹤0.01%	384

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

Garrett Wealth Advisory Group's NI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of NiSource (NI) in Q4 2019, closing a stake of 157 shares — an estimated $4.7K sold.

Garrett Wealth Advisory Group first reported a position in NI in Q3 2019 and held it in 1 quarter. The position peaked at $4.7K in Q3 2019. 495 funds tracked by Wall St. Rank hold NI as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 157 NiSource shares in Q4 2019, an estimated $4.7K.
Garrett Wealth Advisory Group first reported a position in NiSource in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's NiSource position peaked at $4.7K in Q3 2019.
495 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.