GWA
NI icon

Genesis Wealth Advisors’s NiSource NI Stock Holding History

Genesis 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
2015
Q2 		$6.47K Hold
361
– – 0.01% 385
2015
Q1 		$6.28K Hold
361
– – 0.01% 377
2014
Q4 		$6.12K Buy
+361
New +$5.88K ﹤0.01% 410

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Genesis Wealth Advisors's NI Position: Q2 2015 in Review

Genesis Wealth Advisors held its NiSource (NI) position steady in Q2 2015 at 361 shares worth $6.47K. The position accounts for 0.01% of the portfolio, ranked #385.

Genesis Wealth Advisors first reported a position in NI in Q4 2014 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold NI as of Q2 2015.

  • Genesis Wealth Advisors held 361 shares of NiSource worth $6.47K as of Q2 2015.
  • Genesis Wealth Advisors left its NiSource share count unchanged in Q2 2015.
  • NiSource made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #385 holding.
  • Genesis Wealth Advisors first reported a position in NiSource in Q4 2014 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held NiSource as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.