West Oak Capital’s NiSource NI Stock Holding History

West Oak Capital’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
2017 Q2	–	Sell	-671	Closed	-$16K	–	362
2017 Q1	$16K	Buy	+671	New	+$15.4K	0.01%	272

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

West Oak Capital's NI Position: Q2 2017 in Review

West Oak Capital sold out of NiSource (NI) in Q2 2017, closing a stake of 671 shares — an estimated $16K sold.

West Oak Capital first reported a position in NI in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 451 funds tracked by Wall St. Rank hold NI as of Q2 2017.

West Oak Capital reported no remaining NiSource position as of Q2 2017 after selling out during the quarter.
West Oak Capital sold 671 NiSource shares in Q2 2017, an estimated $16K.
West Oak Capital first reported a position in NiSource in Q1 2017 and held it in 1 quarter.
West Oak Capital's NiSource position peaked at $16K in Q1 2017.
451 funds tracked by Wall St. Rank held NiSource as of Q2 2017.

Based on West Oak Capital's 13F filing for Q2 2017, filed 6 Jul 2017.