WFG Advisors’s NiSource NI Stock Holding History

WFG 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
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	1494
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	1419
2016 Q4	$1K	Hold	28	–	–	﹤0.01%	1495
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	1486
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	1473
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	1434
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	1478
2015 Q3	$1K	Sell	28 -43	-61%	-$736	﹤0.01%	1509
2015 Q2	$1K	Sell	71 -77	-52%	-$1.37K	﹤0.01%	1581
2015 Q1	$3K	Hold	148	–	–	﹤0.01%	1482
2014 Q4	$2K	Hold	148	–	–	﹤0.01%	1855
2014 Q3	$2K	Buy	148 +77	+108%	+$1.18K	﹤0.01%	1880
2014 Q2	$1K	Hold	71	–	–	﹤0.01%	1915
2014 Q1	$1K	Sell	71 -731	-91%	-$9.88K	﹤0.01%	1904
2013 Q4	$10K	Buy	802 +514	+178%	+$6.37K	﹤0.01%	1583
2013 Q3	$3K	Sell	288 -241	-46%	-$2.85K	﹤0.01%	1851
2013 Q2	$6K	Buy	+529	New	+$6.12K	﹤0.01%	1614

Other funds holding NI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WFG Advisors's NI Position: Q2 2017 in Review

WFG Advisors held its NiSource (NI) position steady in Q2 2017 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

WFG Advisors first reported a position in NI in Q2 2013 and has held it in 17 quarters since. The position peaked at $10K in Q4 2013. 451 funds tracked by Wall St. Rank hold NI as of Q2 2017.

WFG Advisors held 28 shares of NiSource worth $1K as of Q2 2017.
WFG Advisors left its NiSource share count unchanged in Q2 2017.
NiSource made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1494 holding.
WFG Advisors first reported a position in NiSource in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's NiSource position peaked at $10K in Q4 2013.
451 funds tracked by Wall St. Rank held NiSource as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.