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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return