ZCA
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Zeke Capital Advisors’s NiSource NI Stock Holding History

Zeke Capital 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
Q1 		– Sell
-36,863
Closed -$1.03M – 422
2019
Q4 		$1.03M Buy
36,863
+16,645
+82% +$456K 0.09% 195
2019
Q3 		$605K Sell
20,218
-272
-1% -$7.98K 0.05% 325
2019
Q2 		$590K Hold
20,490
– – 0.06% 317
2019
Q1 		$587K Buy
20,490
+16
+0.1% +$431 0.05% 324
2018
Q4 		$519K Hold
20,474
– – 0.05% 326
2018
Q3 		$510K Hold
20,474
– – 0.04% 397
2018
Q2 		$538K Sell
20,474
-2,127
-9% -$52.1K 0.05% 291
2018
Q1 		$540K Buy
+22,601
New +$535K 0.05% 316

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Zeke Capital Advisors's NI Position: Q1 2020 in Review

Zeke Capital Advisors sold out of NiSource (NI) in Q1 2020, closing a stake of 36,863 shares — an estimated $1.03M sold.

Zeke Capital Advisors first reported a position in NI in Q1 2018 and held it in 8 quarters. The position peaked at $1.03M in Q4 2019. 474 funds tracked by Wall St. Rank hold NI as of Q1 2020.

  • Zeke Capital Advisors reported no remaining NiSource position as of Q1 2020 after selling out during the quarter.
  • Zeke Capital Advisors sold 36,863 NiSource shares in Q1 2020, an estimated $1.03M.
  • Zeke Capital Advisors first reported a position in NiSource in Q1 2018 and held it in 8 quarters.
  • Zeke Capital Advisors's NiSource position peaked at $1.03M in Q4 2019.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.