BDO Wealth Advisors’s NiSource NI Stock Holding History

BDO Wealth 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 Q2	–	Sell	-840	Closed	-$21K	–	746
2020 Q1	$21K	Buy	+840	New	+$23.2K	﹤0.01%	447

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's NI Position: Q2 2020 in Review

BDO Wealth Advisors sold out of NiSource (NI) in Q2 2020, closing a stake of 840 shares — an estimated $21K sold.

BDO Wealth Advisors first reported a position in NI in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 455 funds tracked by Wall St. Rank hold NI as of Q2 2020.

BDO Wealth Advisors reported no remaining NiSource position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 840 NiSource shares in Q2 2020, an estimated $21K.
BDO Wealth Advisors first reported a position in NiSource in Q1 2020 and held it in 1 quarter.
BDO Wealth Advisors's NiSource position peaked at $21K in Q1 2020.
455 funds tracked by Wall St. Rank held NiSource as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.