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 $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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's NI Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of NiSource (NI) in Q4 2019, closing a stake of 3 shares.

Financial Gravity Asset Management first reported a position in NI in Q1 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 496 funds tracked by Wall St. Rank hold NI as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 NiSource shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in NiSource in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's NiSource position peaked at $16K in Q3 2018.
  • 496 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.