FGC
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Financial Gravity Companies’s NiSource NI Stock Holding History

Financial Gravity Companies’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 		$16K Buy
+592
New +$15.3K 0.01% 507
2018
Q1 		$0 Sell
15
-154
-91% -$3.65K ﹤0.01% 1555
2017
Q4 		$4K Buy
+169
New +$4.49K ﹤0.01% 778

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Gravity Companies's NI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in NiSource (NI) in Q4 2018: 592 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NI as recently as Q1 2018.

Financial Gravity Companies first reported a position in NI in Q4 2017 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold NI as of Q4 2018.

  • Financial Gravity Companies held 592 shares of NiSource worth $16K as of Q4 2018.
  • NiSource was a new Financial Gravity Companies position in Q4 2018.
  • NiSource made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #507 holding.
  • Financial Gravity Companies first reported a position in NiSource in Q4 2017 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.