Advantage Investment Management’s NiSource NI Stock Holding History

Advantage Investment Management’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
2018 Q3	–	Sell	-789	Closed	-$21K	–	1053
2018 Q2	$21K	Buy	+789	New	+$19.3K	0.02%	530
2016 Q1	–	Sell	-1,380	Closed	-$27K	–	892
2015 Q4	$27K	Hold	1,380	–	–	0.01%	425
2015 Q3	$26K	Sell	1,380 -2,132	-61%	-$36.5K	0.01%	410
2015 Q2	$63K	Buy	+3,512	New	+$62.5K	0.03%	304

Other funds holding NI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advantage Investment Management's NI Position: Q3 2018 in Review

Advantage Investment Management sold out of NiSource (NI) in Q3 2018, closing a stake of 789 shares — an estimated $21K sold.

Advantage Investment Management first reported a position in NI in Q2 2015 and held it in 4 quarters. The position peaked at $63K in Q2 2015. 466 funds tracked by Wall St. Rank hold NI as of Q3 2018.

Advantage Investment Management reported no remaining NiSource position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 789 NiSource shares in Q3 2018, an estimated $21K.
Advantage Investment Management first reported a position in NiSource in Q2 2015 and held it in 4 quarters.
Advantage Investment Management's NiSource position peaked at $63K in Q2 2015.
466 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.