Omnia Family Wealth’s NiSource NI Stock Holding History

Omnia Family Wealth’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
2018 Q2	–	Sell	-112	Closed	-$3K	–	596
2018 Q1	$3K	Buy	+112	New	+$2.65K	﹤0.01%	373

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Omnia Family Wealth's NI Position: Q2 2018 in Review

Omnia Family Wealth sold out of NiSource (NI) in Q2 2018, closing a stake of 112 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in NI in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 468 funds tracked by Wall St. Rank hold NI as of Q2 2018.

Omnia Family Wealth reported no remaining NiSource position as of Q2 2018 after selling out during the quarter.
Omnia Family Wealth sold 112 NiSource shares in Q2 2018, an estimated $3K.
Omnia Family Wealth first reported a position in NiSource in Q1 2018 and held it in 1 quarter.
Omnia Family Wealth's NiSource position peaked at $3K in Q1 2018.
468 funds tracked by Wall St. Rank held NiSource as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.