Torch Wealth Management’s NiSource NI Stock Holding History

Torch 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
2014 Q2	–	Sell	-764	Closed	-$11K	–	274
2014 Q1	$11K	Hold	764	–	–	0.01%	252
2013 Q4	$10K	Buy	+764	New	+$9.47K	0.01%	233

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Torch Wealth Management's NI Position: Q2 2014 in Review

Torch Wealth Management sold out of NiSource (NI) in Q2 2014, closing a stake of 764 shares — an estimated $11K sold.

Torch Wealth Management first reported a position in NI in Q4 2013 and held it in 2 quarters. The position peaked at $11K in Q1 2014. 404 funds tracked by Wall St. Rank hold NI as of Q2 2014.

Torch Wealth Management reported no remaining NiSource position as of Q2 2014 after selling out during the quarter.
Torch Wealth Management sold 764 NiSource shares in Q2 2014, an estimated $11K.
Torch Wealth Management first reported a position in NiSource in Q4 2013 and held it in 2 quarters.
Torch Wealth Management's NiSource position peaked at $11K in Q1 2014.
404 funds tracked by Wall St. Rank held NiSource as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.