WEC
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Winslow Evans & Crocker’s NiSource NI Stock Holding History

Winslow Evans & Crocker’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
-11,750
Closed -$312K – 1314
2016
Q2 		$312K Buy
11,750
+10,886
+1,260% +$261K 0.09% 213
2016
Q1 		$20.4K Hold
864
– – 0.01% 696
2015
Q4 		$16.9K Hold
864
– – ﹤0.01% 787
2015
Q3 		$16K Sell
864
-6,425
-88% -$110K 0.01% 780
2015
Q2 		$131K Buy
7,289
+2,199
+43% +$39.1K 0.04% 375
2015
Q1 		$88.3K Sell
5,090
-25,669
-83% -$435K 0.03% 443
2014
Q4 		$513K Sell
30,759
-6,047
-16% -$98.4K 0.15% 155
2014
Q3 		$593K Buy
36,806
+35,388
+2,496% +$541K 0.17% 138
2014
Q2 		$21.9K Buy
1,418
+11
+0.8% +$159 0.01% 654
2014
Q1 		$19.6K Buy
1,407
+10
+0.7% +$135 0.01% 680
2013
Q4 		$18K Buy
+1,397
New +$17.3K 0.01% 732

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $761B AUM 31.28% 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 $134B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return