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Regal Investment Advisors’s NiSource NI Stock Holding History

Regal 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
-318
Closed -$5K – 669
2015
Q3 		$5K Sell
318
-491
-61% -$8.4K ﹤0.01% 809
2015
Q2 		$14K Hold
809
– – ﹤0.01% 609
2015
Q1 		$14K Hold
809
– – ﹤0.01% 625
2014
Q4 		$13K Hold
809
– – ﹤0.01% 609
2014
Q3 		$13K Hold
809
– – ﹤0.01% 640
2014
Q2 		$13K Hold
809
– – ﹤0.01% 621
2014
Q1 		$11K Hold
809
– – ﹤0.01% 625
2013
Q4 		$10K Hold
809
– – 0.01% 595
2013
Q3 		$10K Hold
809
– – 0.01% 602
2013
Q2 		$9K Buy
+809
New +$9.36K 0.01% 616

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

Regal Investment Advisors's NI Position: Q4 2015 in Review

Regal Investment Advisors sold out of NiSource (NI) in Q4 2015, closing a stake of 318 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in NI in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2015. 400 funds tracked by Wall St. Rank hold NI as of Q4 2015.

  • Regal Investment Advisors reported no remaining NiSource position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 318 NiSource shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in NiSource in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's NiSource position peaked at $14K in Q2 2015.
  • 400 funds tracked by Wall St. Rank held NiSource as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.