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Jackson Grant Investment Advisers’s NiSource NI Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-573
Closed -$15K – 223
2018
Q2 		$15K Buy
+573
New +$14K 0.01% 196
2016
Q1 		– Sell
-160
Closed -$3K – 183
2015
Q4 		$3K Buy
+160
New +$3.08K ﹤0.01% 181

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Grant Investment Advisers's NI Position: Q3 2018 in Review

Jackson Grant Investment Advisers sold out of NiSource (NI) in Q3 2018, closing a stake of 573 shares — an estimated $15K sold.

Jackson Grant Investment Advisers first reported a position in NI in Q4 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 465 funds tracked by Wall St. Rank hold NI as of Q3 2018.

  • Jackson Grant Investment Advisers reported no remaining NiSource position as of Q3 2018 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 573 NiSource shares in Q3 2018, an estimated $15K.
  • Jackson Grant Investment Advisers first reported a position in NiSource in Q4 2015 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's NiSource position peaked at $15K in Q2 2018.
  • 465 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2018, filed 15 Nov 2018.