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Braun-Bostich & Associates’s NiSource NI Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-379
Closed -$9K – 306
2020
Q2 		$9K Hold
379
– – 0.01% 228
2020
Q1 		$9K Hold
379
– – 0.01% 219
2019
Q4 		$10K Buy
+379
New +$10.4K 0.01% 242
2019
Q3 		– Sell
-379
Closed -$11K – 225
2019
Q2 		$11K Hold
379
– – 0.01% 259
2019
Q1 		$11K Hold
379
– – 0.01% 262
2018
Q4 		$10K Hold
379
– – 0.01% 254
2018
Q3 		$9K Hold
379
– – 0.01% 268
2018
Q2 		$10K Hold
379
– – 0.01% 256
2018
Q1 		$9K Hold
379
– – 0.01% 264
2017
Q4 		$10K Buy
+379
New +$10.1K 0.01% 257

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Braun-Bostich & Associates's NI Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of NiSource (NI) in Q3 2020, closing a stake of 379 shares — an estimated $9K sold.

Braun-Bostich & Associates first reported a position in NI in Q4 2017 and held it in 10 quarters. The position peaked at $11K in Q2 2019. 459 funds tracked by Wall St. Rank hold NI as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining NiSource position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 379 NiSource shares in Q3 2020, an estimated $9K.
  • Braun-Bostich & Associates first reported a position in NiSource in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's NiSource position peaked at $11K in Q2 2019.
  • 459 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.