BNC Wealth Management’s NiSource NI Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-125	Closed	-$3K	–	341
2020 Q3	$3K	Buy	+125	New	+$2.9K	﹤0.01%	427

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

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

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

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

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

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

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

BNC Wealth Management's NI Position: Q4 2020 in Review

BNC Wealth Management sold out of NiSource (NI) in Q4 2020, closing a stake of 125 shares — an estimated $3K sold.

BNC Wealth Management first reported a position in NI in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 466 funds tracked by Wall St. Rank hold NI as of Q4 2020.

BNC Wealth Management reported no remaining NiSource position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 125 NiSource shares in Q4 2020, an estimated $3K.
BNC Wealth Management first reported a position in NiSource in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's NiSource position peaked at $3K in Q3 2020.
466 funds tracked by Wall St. Rank held NiSource as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.