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Wagner Wealth Management (South Carolina)’s NiSource NI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
46
– – ﹤0.01% 636
2018
Q2 		$1K Hold
46
– – ﹤0.01% 605
2018
Q1 		$1K Buy
+46
New +$1.09K ﹤0.01% 564
2017
Q4 		– Hold
0
– – – 491

Other funds holding NI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s NI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its NiSource (NI) position steady in Q3 2018 at 46 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Wagner Wealth Management (South Carolina) first reported a position in NI in Q1 2018 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold NI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 46 shares of NiSource worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its NiSource share count unchanged in Q3 2018.
  • NiSource made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #636 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in NiSource in Q1 2018 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.