Kaizen Advisory’s NiSource NI Stock Holding History

Kaizen Advisory’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	$24K	Buy	952 +305	+47%	+$7.87K	0.02%	481
2018 Q3	$16K	Hold	647	–	–	0.01%	546
2018 Q2	$17K	Buy	647 +325	+101%	+$7.97K	0.01%	550
2018 Q1	$8K	Hold	322	–	–	0.01%	527
2017 Q4	$8K	Buy	+322	New	+$8.55K	﹤0.01%	522

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kaizen Advisory's NI Position: Q4 2018 in Review

Kaizen Advisory increased its NiSource (NI) stake by 47% in Q4 2018, buying an estimated $7.87K and bringing the position to 952 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #481.

Kaizen Advisory first reported a position in NI in Q4 2017 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold NI as of Q4 2018.

Kaizen Advisory held 952 shares of NiSource worth $24K as of Q4 2018.
Kaizen Advisory bought 305 NiSource shares in Q4 2018, an estimated $7.87K.
NiSource made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #481 holding.
Kaizen Advisory first reported a position in NiSource in Q4 2017 and has held it in 5 quarters since.
481 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.