NWM
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Northwest Wealth Management’s NiSource NI Stock Holding History

Northwest 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
2019
Q2 		– Sell
-2,258
Closed -$65K – 350
2019
Q1 		$65K Hold
2,258
– – 0.05% 198
2018
Q4 		$57K Hold
2,258
– – 0.05% 193
2018
Q3 		$56K Hold
2,258
– – 0.04% 206
2018
Q2 		$59K Hold
2,258
– – 0.04% 201
2018
Q1 		$54K Buy
+2,258
New +$53.5K 0.04% 205

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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Northwest Wealth Management's NI Position: Q2 2019 in Review

Northwest Wealth Management sold out of NiSource (NI) in Q2 2019, closing a stake of 2,258 shares — an estimated $65K sold.

Northwest Wealth Management first reported a position in NI in Q1 2018 and held it in 5 quarters. The position peaked at $65K in Q1 2019. 485 funds tracked by Wall St. Rank hold NI as of Q2 2019.

  • Northwest Wealth Management reported no remaining NiSource position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 2,258 NiSource shares in Q2 2019, an estimated $65K.
  • Northwest Wealth Management first reported a position in NiSource in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's NiSource position peaked at $65K in Q1 2019.
  • 485 funds tracked by Wall St. Rank held NiSource as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.