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Robert N. Shapiro’s NiSource NI Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$663K Buy
39,783
+272
+0.7% +$4.43K 0.13% 151
2014
Q3 		$637K Hold
39,511
– – 0.12% 157
2014
Q2 		$611K Hold
39,511
– – 0.12% 162
2014
Q1 		$552K Hold
39,511
– – 0.1% 170
2013
Q4 		$510K Buy
39,511
+2,163
+6% +$26.8K 0.09% 177
2013
Q3 		$453K Sell
37,348
-6,681
-15% -$79.1K 0.08% 182
2013
Q2 		$495K Buy
+44,029
New +$509K 0.1% 169

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Robert N. Shapiro's NI Position: Q4 2014 in Review

Robert N. Shapiro increased its NiSource (NI) stake by 0.69% in Q4 2014, buying an estimated $4.43K and bringing the position to 39,783 shares worth $663K. The position accounts for 0.13% of the portfolio, ranked #151.

Robert N. Shapiro first reported a position in NI in Q2 2013 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold NI as of Q4 2014.

  • Robert N. Shapiro held 39,783 shares of NiSource worth $663K as of Q4 2014.
  • Robert N. Shapiro bought 272 NiSource shares in Q4 2014, an estimated $4.43K.
  • NiSource made up 0.13% of Robert N. Shapiro's portfolio in Q4 2014, its #151 holding.
  • Robert N. Shapiro first reported a position in NiSource in Q2 2013 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held NiSource as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.