Meitav Investment House’s NiSource NI Stock Holding History

Meitav Investment House’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
2019 Q4	–	Sell	-7,000	Closed	-$210K	–	459
2019 Q3	$210K	Hold	7,000	–	–	0.02%	405
2019 Q2	$200K	Hold	7,000	–	–	0.01%	406
2019 Q1	$200K	Sell	7,000 -8,000	-53%	-$216K	0.01%	361
2018 Q4	$380K	Hold	15,000	–	–	0.02%	226
2018 Q3	$372K	Sell	15,000 -7,000	-32%	-$185K	0.02%	368
2018 Q2	$575K	Sell	22,000 -13,672	-38%	-$335K	0.03%	310
2018 Q1	$853K	Buy	+35,672	New	+$845K	0.04%	208

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

Meitav Investment House's NI Position: Q4 2019 in Review

Meitav Investment House sold out of NiSource (NI) in Q4 2019, closing a stake of 7,000 shares — an estimated $210K sold.

Meitav Investment House first reported a position in NI in Q1 2018 and held it in 7 quarters. The position peaked at $853K in Q1 2018. 495 funds tracked by Wall St. Rank hold NI as of Q4 2019.

Meitav Investment House reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
Meitav Investment House sold 7,000 NiSource shares in Q4 2019, an estimated $210K.
Meitav Investment House first reported a position in NiSource in Q1 2018 and held it in 7 quarters.
Meitav Investment House's NiSource position peaked at $853K in Q1 2018.
495 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Meitav Investment House's 13F filing for Q4 2019, filed 10 Feb 2020.