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Sonora Investment Management’s NiSource NI Stock Holding History

Sonora Investment 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
2016
Q2 		– Sell
-500
Closed -$11.2K – 907
2016
Q1 		$11.2K Hold
500
– – ﹤0.01% 612
2015
Q4 		$10K Buy
+500
New +$9.62K ﹤0.01% 547

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Sonora Investment Management's NI Position: Q2 2016 in Review

Sonora Investment Management sold out of NiSource (NI) in Q2 2016, closing a stake of 500 shares — an estimated $11.2K sold.

Sonora Investment Management first reported a position in NI in Q4 2015 and held it in 2 quarters. The position peaked at $11.2K in Q1 2016. 446 funds tracked by Wall St. Rank hold NI as of Q2 2016.

  • Sonora Investment Management reported no remaining NiSource position as of Q2 2016 after selling out during the quarter.
  • Sonora Investment Management sold 500 NiSource shares in Q2 2016, an estimated $11.2K.
  • Sonora Investment Management first reported a position in NiSource in Q4 2015 and held it in 2 quarters.
  • Sonora Investment Management's NiSource position peaked at $11.2K in Q1 2016.
  • 446 funds tracked by Wall St. Rank held NiSource as of Q2 2016.

Based on Sonora Investment Management's 13F filing for Q2 2016, filed 15 Jul 2016.