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Foresters Investment Management’s NiSource NI Stock Holding History

Foresters Investment 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
2018
Q4 		– Sell
-900
Closed -$22K – 352
2018
Q3 		$22K Sell
900
-272,500
-100% -$7.21M ﹤0.01% 356
2018
Q2 		$7.18M Buy
273,400
+15,600
+6% +$382K 0.12% 233
2018
Q1 		$6.16M Buy
257,800
+75,055
+41% +$1.78M 0.1% 229
2017
Q4 		$4.69M Sell
182,745
-29,797
-14% -$791K 0.07% 266
2017
Q3 		$5.44M Buy
212,542
+700
+0.3% +$18.4K 0.09% 233
2017
Q2 		$5.37M Buy
211,842
+2,587
+1% +$64.5K 0.09% 233
2017
Q1 		$4.98M Buy
209,255
+900
+0.4% +$20.6K 0.09% 233
2016
Q4 		$4.65M Buy
208,355
+1,100
+0.5% +$24.5K 0.08% 236
2016
Q3 		$5M Buy
207,255
+1,100
+0.5% +$27.5K 0.09% 227
2016
Q2 		$5.47M Buy
206,155
+9,610
+5% +$231K 0.11% 206
2016
Q1 		$4.63M Hold
196,545
– – 0.09% 211
2015
Q4 		$3.83M Hold
196,545
– – 0.08% 226
2015
Q3 		$3.65M Sell
196,545
-297,045
-60% -$5.08M 0.08% 235
2015
Q2 		$8.84M Sell
493,590
-456,828
-48% -$8.13M 0.17% 163
2015
Q1 		$16.5M Sell
950,418
-188,470
-17% -$3.19M 0.32% 117
2014
Q4 		$19M Sell
1,138,888
-26,468
-2% -$431K 0.38% 106
2014
Q3 		$18.8M Buy
1,165,356
+63,625
+6% +$972K 0.4% 102
2014
Q2 		$17M Sell
1,101,731
-114,525
-9% -$1.66M 0.35% 110
2014
Q1 		$17M Buy
1,216,256
+946,740
+351% +$12.8M 0.37% 109
2013
Q4 		$3.48M Buy
269,516
+38,175
+17% +$473K 0.08% 227
2013
Q3 		$2.81M Hold
231,341
– – 0.07% 232
2013
Q2 		$2.6M Buy
+231,341
New +$2.68M 0.08% 192

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Foresters Investment Management's NI Position: Q4 2018 in Review

Foresters Investment Management sold out of NiSource (NI) in Q4 2018, closing a stake of 900 shares — an estimated $22K sold.

Foresters Investment Management first reported a position in NI in Q2 2013 and held it in 22 quarters. The position peaked at $19M in Q4 2014. 482 funds tracked by Wall St. Rank hold NI as of Q4 2018.

  • Foresters Investment Management reported no remaining NiSource position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 900 NiSource shares in Q4 2018, an estimated $22K.
  • Foresters Investment Management first reported a position in NiSource in Q2 2013 and held it in 22 quarters.
  • Foresters Investment Management's NiSource position peaked at $19M in Q4 2014.
  • 482 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.