WIM
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Westside Investment Management’s NiSource NI Stock Holding History

Westside Investment Management’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
2018
Q3 		– Sell
-202
Closed -$5.36K – 798
2018
Q2 		$5.36K Hold
202
– – ﹤0.01% 668
2018
Q1 		$4.82K Hold
202
– – ﹤0.01% 667
2017
Q4 		$5.05K Hold
202
– – ﹤0.01% 683
2017
Q3 		$5.23K Hold
202
– – ﹤0.01% 667
2017
Q2 		$5.09K Hold
202
– – ﹤0.01% 661
2017
Q1 		$4.8K Hold
202
– – ﹤0.01% 631
2016
Q4 		$4.47K Buy
+202
New +$4.49K ﹤0.01% 525

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westside Investment Management's NI Position: Q3 2018 in Review

Westside Investment Management sold out of NiSource (NI) in Q3 2018, closing a stake of 202 shares — an estimated $5.36K sold.

Westside Investment Management first reported a position in NI in Q4 2016 and held it in 7 quarters. The position peaked at $5.36K in Q2 2018. 466 funds tracked by Wall St. Rank hold NI as of Q3 2018.

  • Westside Investment Management reported no remaining NiSource position as of Q3 2018 after selling out during the quarter.
  • Westside Investment Management sold 202 NiSource shares in Q3 2018, an estimated $5.36K.
  • Westside Investment Management first reported a position in NiSource in Q4 2016 and held it in 7 quarters.
  • Westside Investment Management's NiSource position peaked at $5.36K in Q2 2018.
  • 466 funds tracked by Wall St. Rank held NiSource as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.