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Avantax Planning Partners’s NiSource NI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-203
Closed -$5K – 876
2018
Q3 		$5K Buy
+203
New +$5.37K ﹤0.01% 1101
2018
Q2 		– Sell
-203
Closed -$5K – 1030
2018
Q1 		$5K Buy
+203
New +$4.81K ﹤0.01% 1336

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avantax Planning Partners's NI Position: Q4 2018 in Review

Avantax Planning Partners sold out of NiSource (NI) in Q4 2018, closing a stake of 203 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in NI in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 482 funds tracked by Wall St. Rank hold NI as of Q4 2018.

  • Avantax Planning Partners reported no remaining NiSource position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 203 NiSource shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in NiSource in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's NiSource position peaked at $5K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.