FGAM
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Financial Gravity Asset Management’s NiSource NI Stock Holding History

Financial Gravity Asset 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
2019
Q4 		– Sell
-3
Closed – – 1605
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1436
2019
Q2 		$0 Sell
3
-1
-25% -$28 ﹤0.01% 1526
2019
Q1 		$0 Buy
+4
New +$108 ﹤0.01% 1470
2018
Q3 		$16K Buy
601
+588
+4,523% +$15.6K 0.02% 500
2018
Q2 		$0 Sell
13
-2
-13% -$49 ﹤0.01% 1545
2018
Q1 		$0 Buy
+15
New +$355 ﹤0.01% 1465

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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