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Patriot Financial Group Insurance Agency’s NiSource NI Stock Holding History

Patriot Financial Group Insurance Agency’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
-33
Closed -$1K – 810
2018
Q1 		$1K Hold
33
– – ﹤0.01% 921
2017
Q4 		$1K Hold
33
– – ﹤0.01% 906
2017
Q3 		$1K Hold
33
– – ﹤0.01% 882
2017
Q2 		$1K Buy
+33
New +$822 ﹤0.01% 886

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State Street
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ZP
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of NiSource (NI) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in NI in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 468 funds tracked by Wall St. Rank hold NI as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining NiSource position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 33 NiSource shares in Q2 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in NiSource in Q2 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's NiSource position peaked at $1K in Q1 2018.
  • 468 funds tracked by Wall St. Rank held NiSource as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.