CIAS
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Capital Investment Advisory Services’s NiSource NI Stock Holding History

Capital Investment Advisory Services’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
-258
Closed -$8K – 1005
2019
Q3 		$8K Hold
258
– – ﹤0.01% 1040
2019
Q2 		$8K Hold
258
– – ﹤0.01% 1032
2019
Q1 		$7K Hold
258
– – ﹤0.01% 903
2018
Q4 		$7K Buy
+258
New +$6.66K ﹤0.01% 881

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's NI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of NiSource (NI) in Q4 2019, closing a stake of 258 shares — an estimated $8K sold.

Capital Investment Advisory Services first reported a position in NI in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 495 funds tracked by Wall St. Rank hold NI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 258 NiSource shares in Q4 2019, an estimated $8K.
  • Capital Investment Advisory Services first reported a position in NiSource in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's NiSource position peaked at $8K in Q3 2019.
  • 495 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.