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Laffer Tengler Investments’s NiSource NI Stock Holding History

Laffer Tengler Investments’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
2013
Q3 		– Sell
-74,314
Closed -$836K – 282
2013
Q2 		$836K Buy
+74,314
New +$860K 0.16% 164

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laffer Tengler Investments's NI Position: Q3 2013 in Review

Laffer Tengler Investments sold out of NiSource (NI) in Q3 2013, closing a stake of 74,314 shares — an estimated $836K sold.

Laffer Tengler Investments first reported a position in NI in Q2 2013 and held it in 1 quarter. The position peaked at $836K in Q2 2013. 372 funds tracked by Wall St. Rank hold NI as of Q3 2013.

  • Laffer Tengler Investments reported no remaining NiSource position as of Q3 2013 after selling out during the quarter.
  • Laffer Tengler Investments sold 74,314 NiSource shares in Q3 2013, an estimated $836K.
  • Laffer Tengler Investments first reported a position in NiSource in Q2 2013 and held it in 1 quarter.
  • Laffer Tengler Investments's NiSource position peaked at $836K in Q2 2013.
  • 372 funds tracked by Wall St. Rank held NiSource as of Q3 2013.

Based on Laffer Tengler Investments's 13F filing for Q3 2013, filed 14 Nov 2013.