Legacy Financial Advisors’s NiSource NI Stock Holding History

Legacy Financial 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 Q2	–	Sell	-422	Closed	-$12K	–	631
2019 Q1	$12K	Hold	422	–	–	﹤0.01%	578
2018 Q4	$11K	Hold	422	–	–	﹤0.01%	546
2018 Q3	$10K	Hold	422	–	–	﹤0.01%	523
2018 Q2	$11K	Hold	422	–	–	﹤0.01%	500
2018 Q1	$10K	Hold	422	–	–	﹤0.01%	479
2017 Q4	$10K	Buy	+422	New	+$11.2K	﹤0.01%	483

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Legacy Financial Advisors's NI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of NiSource (NI) in Q2 2019, closing a stake of 422 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in NI in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q1 2019. 485 funds tracked by Wall St. Rank hold NI as of Q2 2019.

Legacy Financial Advisors reported no remaining NiSource position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 422 NiSource shares in Q2 2019, an estimated $12K.
Legacy Financial Advisors first reported a position in NiSource in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's NiSource position peaked at $12K in Q1 2019.
485 funds tracked by Wall St. Rank held NiSource as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.