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US Financial Advisors’s NiSource NI Stock Holding History

US Financial Advisors’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
-400
Closed -$9K – 276
2016
Q1 		$9K Hold
400
– – 0.02% 225
2015
Q4 		$8K Hold
400
– – 0.01% 340
2015
Q3 		$7K Sell
400
-2,720
-87% -$46.5K 0.01% 280
2015
Q2 		$56K Hold
3,120
– – 0.05% 95
2015
Q1 		$54K Buy
3,120
+572
+22% +$9.69K 0.05% 104
2014
Q4 		$42K Buy
+2,548
New +$41.5K 0.04% 122

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 $3.37T AUM 44.26% 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

US Financial Advisors's NI Position: Q2 2016 in Review

US Financial Advisors sold out of NiSource (NI) in Q2 2016, closing a stake of 400 shares — an estimated $9K sold.

US Financial Advisors first reported a position in NI in Q4 2014 and held it in 6 quarters. The position peaked at $56K in Q2 2015. 446 funds tracked by Wall St. Rank hold NI as of Q2 2016.

  • US Financial Advisors reported no remaining NiSource position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 400 NiSource shares in Q2 2016, an estimated $9K.
  • US Financial Advisors first reported a position in NiSource in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's NiSource position peaked at $56K in Q2 2015.
  • 446 funds tracked by Wall St. Rank held NiSource as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.