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WESPAC Advisors SoCal’s NiSource NI Stock Holding History

WESPAC Advisors SoCal’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
Q3 		– Sell
-300
Closed -$7.96K – 293
2016
Q2 		$7.96K Hold
300
– – 0.01% 223
2016
Q1 		$7.07K Hold
300
– – 0.01% 226
2015
Q4 		$5K Buy
+300
New +$5.77K ﹤0.01% 216

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WESPAC Advisors SoCal's NI Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of NiSource (NI) in Q3 2016, closing a stake of 300 shares — an estimated $7.96K sold.

WESPAC Advisors SoCal first reported a position in NI in Q4 2015 and held it in 3 quarters. The position peaked at $7.96K in Q2 2016. 455 funds tracked by Wall St. Rank hold NI as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining NiSource position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 300 NiSource shares in Q3 2016, an estimated $7.96K.
  • WESPAC Advisors SoCal first reported a position in NiSource in Q4 2015 and held it in 3 quarters.
  • WESPAC Advisors SoCal's NiSource position peaked at $7.96K in Q2 2016.
  • 455 funds tracked by Wall St. Rank held NiSource as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.