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Rational Advisors’s NiSource NI Stock Holding History

Rational 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
2020
Q4 		– Sell
-77
Closed -$2K – 477
2020
Q3 		$2K Sell
77
-599
-89% -$13.9K ﹤0.01% 485
2020
Q2 		$15K Buy
+676
New +$16.3K 0.01% 318
2017
Q1 		– Sell
-11,400
Closed -$252K – 276
2016
Q4 		$252K Buy
+11,400
New +$254K 0.24% 116

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rational Advisors's NI Position: Q4 2020 in Review

Rational Advisors sold out of NiSource (NI) in Q4 2020, closing a stake of 77 shares — an estimated $2K sold.

Rational Advisors first reported a position in NI in Q4 2016 and held it in 3 quarters. The position peaked at $252K in Q4 2016. 467 funds tracked by Wall St. Rank hold NI as of Q4 2020.

  • Rational Advisors reported no remaining NiSource position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 77 NiSource shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in NiSource in Q4 2016 and held it in 3 quarters.
  • Rational Advisors's NiSource position peaked at $252K in Q4 2016.
  • 467 funds tracked by Wall St. Rank held NiSource as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.