Alera Investment Advisors’s NiSource NI Stock Holding History

Alera Investment 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
2019 Q2	–	Sell	-131	Closed	-$4K	–	676
2019 Q1	$4K	Hold	131	–	–	﹤0.01%	683
2018 Q4	$3K	Buy	+131	New	+$3.38K	﹤0.01%	697

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Alera Investment Advisors's NI Position: Q2 2019 in Review

Alera Investment Advisors sold out of NiSource (NI) in Q2 2019, closing a stake of 131 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in NI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 485 funds tracked by Wall St. Rank hold NI as of Q2 2019.

Alera Investment Advisors reported no remaining NiSource position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 131 NiSource shares in Q2 2019, an estimated $4K.
Alera Investment Advisors first reported a position in NiSource in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's NiSource position peaked at $4K in Q1 2019.
485 funds tracked by Wall St. Rank held NiSource as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.