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Moneta Group Investment Advisors’s NiSource NI Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-1,673
Closed -$31K – 321
2015
Q3 		$31K Buy
+1,673
New +$28.6K 0.01% 278

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Moneta Group Investment Advisors's NI Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of NiSource (NI) in Q4 2015, closing a stake of 1,673 shares — an estimated $31K sold.

Moneta Group Investment Advisors first reported a position in NI in Q3 2015 and held it in 1 quarter. The position peaked at $31K in Q3 2015. 400 funds tracked by Wall St. Rank hold NI as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining NiSource position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,673 NiSource shares in Q4 2015, an estimated $31K.
  • Moneta Group Investment Advisors first reported a position in NiSource in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's NiSource position peaked at $31K in Q3 2015.
  • 400 funds tracked by Wall St. Rank held NiSource as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.