MWPCG
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Measured Wealth Private Client Group’s NiSource NI Stock Holding History

Measured Wealth Private Client Group’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
-2,380
Closed -$59K – 484
2018
Q3 		$59K Buy
+2,380
New +$63K 0.04% 314

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Measured Wealth Private Client Group's NI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of NiSource (NI) in Q4 2018, closing a stake of 2,380 shares — an estimated $59K sold.

Measured Wealth Private Client Group first reported a position in NI in Q3 2018 and held it in 1 quarter. The position peaked at $59K in Q3 2018. 481 funds tracked by Wall St. Rank hold NI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining NiSource position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,380 NiSource shares in Q4 2018, an estimated $59K.
  • Measured Wealth Private Client Group first reported a position in NiSource in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's NiSource position peaked at $59K in Q3 2018.
  • 481 funds tracked by Wall St. Rank held NiSource as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.