CI
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Cavalier Investments’s NiSource NI Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-11,000
Closed -$262K – 170
2017
Q2 		$262K Hold
11,000
– – 0.15% 118
2017
Q1 		$262K Hold
11,000
– – 0.15% 125
2016
Q4 		$244K Hold
11,000
– – 0.16% 102
2016
Q3 		$265K Buy
+11,000
New +$275K 0.16% 102

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cavalier Investments's NI Position: Q3 2017 in Review

Cavalier Investments sold out of NiSource (NI) in Q3 2017, closing a stake of 11,000 shares — an estimated $262K sold.

Cavalier Investments first reported a position in NI in Q3 2016 and held it in 4 quarters. The position peaked at $265K in Q3 2016. 446 funds tracked by Wall St. Rank hold NI as of Q3 2017.

  • Cavalier Investments reported no remaining NiSource position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 11,000 NiSource shares in Q3 2017, an estimated $262K.
  • Cavalier Investments first reported a position in NiSource in Q3 2016 and held it in 4 quarters.
  • Cavalier Investments's NiSource position peaked at $265K in Q3 2016.
  • 446 funds tracked by Wall St. Rank held NiSource as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.