Polaris Wealth Advisory Group’s NiSource NI Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-174	Closed	-$4K	–	336
2018 Q3	$4K	Buy	+174	New	+$4.61K	﹤0.01%	460

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Polaris Wealth Advisory Group's NI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of NiSource (NI) in Q4 2018, closing a stake of 174 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in NI in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 481 funds tracked by Wall St. Rank hold NI as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining NiSource position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 174 NiSource shares in Q4 2018, an estimated $4K.
Polaris Wealth Advisory Group first reported a position in NiSource in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's NiSource position peaked at $4K in Q3 2018.
481 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.