Atwater Malick’s NiSource NI Stock Holding History

Atwater Malick’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 Q4	–	Sell	-500	Closed	-$15K	–	144
2019 Q3	$15K	Buy	+500	New	+$14.7K	0.01%	120

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

Atwater Malick's NI Position: Q4 2019 in Review

Atwater Malick sold out of NiSource (NI) in Q4 2019, closing a stake of 500 shares — an estimated $15K sold.

Atwater Malick first reported a position in NI in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 495 funds tracked by Wall St. Rank hold NI as of Q4 2019.

Atwater Malick reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 500 NiSource shares in Q4 2019, an estimated $15K.
Atwater Malick first reported a position in NiSource in Q3 2019 and held it in 1 quarter.
Atwater Malick's NiSource position peaked at $15K in Q3 2019.
495 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.