ZCM
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Ziegler Capital Management’s NiSource NI Stock Holding History

Ziegler Capital 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
2013
Q3 		$2.89M Buy
238,029
+114,385
+93% +$1.35M 0.25% 120
2013
Q2 		$1.39M Buy
+123,644
New +$1.43M 0.15% 198

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ziegler Capital Management's NI Position: Q3 2013 in Review

Ziegler Capital Management increased its NiSource (NI) stake by 93% in Q3 2013, buying an estimated $1.35M and bringing the position to 238,029 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #120.

Ziegler Capital Management first reported a position in NI in Q2 2013 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold NI as of Q3 2013.

  • Ziegler Capital Management held 238,029 shares of NiSource worth $2.89M as of Q3 2013.
  • Ziegler Capital Management bought 114,385 NiSource shares in Q3 2013, an estimated $1.35M.
  • NiSource made up 0.25% of Ziegler Capital Management's portfolio in Q3 2013, its #120 holding.
  • Ziegler Capital Management first reported a position in NiSource in Q2 2013 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held NiSource as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.