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Freedom Investment Management’s NiSource NI Stock Holding History

Freedom 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
Q2 		– Sell
-31,897
Closed -$763K – 1070
2018
Q1 		$763K Buy
31,897
+428
+1% +$10.1K 0.04% 452
2017
Q4 		$808K Buy
31,469
+66
+0.2% +$1.75K 0.04% 455
2017
Q3 		$804K Buy
31,403
+329
+1% +$8.65K 0.04% 414
2017
Q2 		$788K Buy
31,074
+2,224
+8% +$55.4K 0.04% 402
2017
Q1 		$686K Buy
28,850
+6,448
+29% +$148K 0.04% 425
2016
Q4 		$496K Buy
22,402
+1,895
+9% +$42.2K 0.03% 486
2016
Q3 		$494K Buy
20,507
+4,742
+30% +$119K 0.03% 456
2016
Q2 		$418K Buy
15,765
+30
+0.2% +$720 0.03% 475
2016
Q1 		$371K Sell
15,735
-86
-0.5% -$1.84K 0.03% 489
2015
Q4 		$309K Buy
15,821
+13,878
+714% +$267K 0.02% 545
2015
Q3 		$233K Sell
1,943
-33,247
-94% -$569K 0.02% 568
2015
Q2 		$630K Sell
35,190
-5,757
-14% -$102K 0.06% 272
2015
Q1 		$710K Buy
40,947
+3,861
+10% +$65.4K 0.08% 208
2014
Q4 		$618K Buy
37,086
+5,917
+19% +$96.3K 0.08% 229
2014
Q3 		$502K Buy
31,169
+871
+3% +$13.3K 0.09% 238
2014
Q2 		$468K Buy
30,298
+985
+3% +$14.2K 0.08% 252
2014
Q1 		$409K Buy
29,313
+15
+0.1% +$203 0.09% 233
2013
Q4 		$379K Buy
29,298
+51
+0.2% +$632 0.09% 221
2013
Q3 		$355K Buy
29,247
+855
+3% +$10.1K 0.1% 172
2013
Q2 		$320K Buy
+28,392
New +$328K 0.11% 167

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's NI Position: Q2 2018 in Review

Freedom Investment Management sold out of NiSource (NI) in Q2 2018, closing a stake of 31,897 shares — an estimated $763K sold.

Freedom Investment Management first reported a position in NI in Q2 2013 and held it in 20 quarters. The position peaked at $808K in Q4 2017. 467 funds tracked by Wall St. Rank hold NI as of Q2 2018.

  • Freedom Investment Management reported no remaining NiSource position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 31,897 NiSource shares in Q2 2018, an estimated $763K.
  • Freedom Investment Management first reported a position in NiSource in Q2 2013 and held it in 20 quarters.
  • Freedom Investment Management's NiSource position peaked at $808K in Q4 2017.
  • 467 funds tracked by Wall St. Rank held NiSource as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.