AIM
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Assured Investment Management’s NiSource NI Stock Holding History

Assured 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
2017
Q4 		– Sell
-5,753
Closed -$147K – 617
2017
Q3 		$147K Buy
+5,753
New +$151K ﹤0.01% 552
2017
Q1 		– Sell
-1,601
Closed -$35K – 688
2016
Q4 		$35K Buy
+1,601
New +$35.6K ﹤0.01% 562

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Assured Investment Management's NI Position: Q4 2017 in Review

Assured Investment Management sold out of NiSource (NI) in Q4 2017, closing a stake of 5,753 shares — an estimated $147K sold.

Assured Investment Management first reported a position in NI in Q4 2016 and held it in 2 quarters. The position peaked at $147K in Q3 2017. 478 funds tracked by Wall St. Rank hold NI as of Q4 2017.

  • Assured Investment Management reported no remaining NiSource position as of Q4 2017 after selling out during the quarter.
  • Assured Investment Management sold 5,753 NiSource shares in Q4 2017, an estimated $147K.
  • Assured Investment Management first reported a position in NiSource in Q4 2016 and held it in 2 quarters.
  • Assured Investment Management's NiSource position peaked at $147K in Q3 2017.
  • 478 funds tracked by Wall St. Rank held NiSource as of Q4 2017.

Based on Assured Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.