Berman Capital Advisors’s NiSource NI Stock Holding History

Berman 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
2021 Q3	$22K	Buy	962 +41	+4%	+$1.02K	﹤0.01%	946
2021 Q2	$21K	Sell	921 -2	-0.2%	-$51	﹤0.01%	889
2021 Q1	$21K	Buy	923 +244	+36%	+$5.5K	﹤0.01%	777
2020 Q4	$15K	Sell	679 -53	-7%	-$1.24K	﹤0.01%	765
2020 Q3	$16K	Buy	732 +503	+220%	+$11.7K	﹤0.01%	652
2020 Q2	$4K	Sell	229 -90	-28%	-$2.17K	﹤0.01%	1070
2020 Q1	$7K	Sell	319 -57	-15%	-$1.58K	﹤0.01%	785
2019 Q4	$10K	Sell	376 -131	-26%	-$3.59K	﹤0.01%	748
2019 Q3	$15K	Buy	507 +182	+56%	+$5.34K	﹤0.01%	594
2019 Q2	$9K	Buy	325 +161	+98%	+$4.54K	﹤0.01%	776
2019 Q1	$4K	Hold	164	–	–	﹤0.01%	928
2018 Q4	$4K	Buy	+164	New	+$4.23K	﹤0.01%	749

Other funds holding NI

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

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

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

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

Berman Capital Advisors's NI Position: Q3 2021 in Review

Berman Capital Advisors increased its NiSource (NI) stake by 4.5% in Q3 2021, buying an estimated $1.02K and bringing the position to 962 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Berman Capital Advisors first reported a position in NI in Q4 2018 and has held it in 12 quarters since. 492 funds tracked by Wall St. Rank hold NI as of Q3 2021.

Berman Capital Advisors held 962 shares of NiSource worth $22K as of Q3 2021.
Berman Capital Advisors bought 41 NiSource shares in Q3 2021, an estimated $1.02K.
NiSource made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #946 holding.
Berman Capital Advisors first reported a position in NiSource in Q4 2018 and has held it in 12 quarters since.
492 funds tracked by Wall St. Rank held NiSource as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.