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Wealthfront’s NiSource NI Stock Holding History

Wealthfront’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 		$935K Buy
37,538
+2,630
+8% +$69.6K 0.01% 265
2018
Q2 		$917K Sell
34,908
-11,822
-25% -$290K 0.01% 268
2018
Q1 		$1.12M Buy
46,730
+35,116
+302% +$832K 0.01% 232
2017
Q4 		$298K Buy
11,614
+940
+9% +$25K ﹤0.01% 430
2017
Q3 		$273K Sell
10,674
-216
-2% -$5.68K ﹤0.01% 438
2017
Q2 		$276K Buy
10,890
+945
+10% +$23.6K ﹤0.01% 394
2017
Q1 		$237K Buy
9,945
+655
+7% +$15K ﹤0.01% 389
2016
Q4 		$206K Buy
9,290
+443
+5% +$9.86K ﹤0.01% 374
2016
Q3 		$213K Buy
8,847
+59
+0.7% +$1.48K 0.01% 355
2016
Q2 		$233K Buy
8,788
+297
+3% +$7.13K 0.01% 313
2016
Q1 		$200K Buy
+8,491
New +$182K 0.01% 324
2015
Q4 		– Sell
-5,817
Closed -$108K – 780
2015
Q3 		$108K Sell
5,817
-6,475
-53% -$111K ﹤0.01% 392
2015
Q2 		$220K Buy
12,292
+1,700
+16% +$30.3K 0.01% 244
2015
Q1 		$184K Buy
10,592
+435
+4% +$7.37K 0.01% 261
2014
Q4 		$169K Buy
10,157
+2,245
+28% +$36.5K 0.01% 256
2014
Q3 		$127K Buy
7,912
+3,288
+71% +$50.2K 0.01% 248
2014
Q2 		$69K Buy
4,624
+2,257
+95% +$32.6K 0.01% 303
2014
Q1 		$33K Buy
+2,367
New +$32K ﹤0.01% 353

Other funds holding NI

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

Wealthfront's NI Position: Q3 2018 in Review

Wealthfront increased its NiSource (NI) stake by 7.5% in Q3 2018, buying an estimated $69.6K and bringing the position to 37,538 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #265.

Wealthfront first reported a position in NI in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2018. 466 funds tracked by Wall St. Rank hold NI as of Q3 2018.

  • Wealthfront held 37,538 shares of NiSource worth $935K as of Q3 2018.
  • Wealthfront bought 2,630 NiSource shares in Q3 2018, an estimated $69.6K.
  • NiSource made up 0.01% of Wealthfront's portfolio in Q3 2018, its #265 holding.
  • Wealthfront first reported a position in NiSource in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's NiSource position peaked at $1.12M in Q1 2018.
  • 466 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.