Burt Wealth Advisors’s NiSource NI Stock Holding History

Burt 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
2021 Q1	–	Sell	-196	Closed	-$4K	–	263
2020 Q4	$4K	Hold	196	–	–	﹤0.01%	321
2020 Q3	$4K	Buy	+196	New	+$4.55K	﹤0.01%	323

Other funds holding NI

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

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

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

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

MBA

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

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

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

Burt Wealth Advisors's NI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of NiSource (NI) in Q1 2021, closing a stake of 196 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in NI in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 486 funds tracked by Wall St. Rank hold NI as of Q1 2021.

Burt Wealth Advisors reported no remaining NiSource position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 196 NiSource shares in Q1 2021, an estimated $4K.
Burt Wealth Advisors first reported a position in NiSource in Q3 2020 and held it in 2 quarters.
Burt Wealth Advisors's NiSource position peaked at $4K in Q4 2020.
486 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.