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Destination Wealth Management’s NiSource NI Stock Holding History

Destination 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
2019
Q3 		– Sell
-32
Closed -$1K – 374
2019
Q2 		$1K Hold
32
– – ﹤0.01% 547
2019
Q1 		$1K Buy
+32
New +$863 ﹤0.01% 652
2018
Q4 		– Sell
-21
Closed -$1K – 650
2018
Q3 		$1K Buy
+21
New +$556 ﹤0.01% 655

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Destination Wealth Management's NI Position: Q3 2019 in Review

Destination Wealth Management sold out of NiSource (NI) in Q3 2019, closing a stake of 32 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in NI in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 480 funds tracked by Wall St. Rank hold NI as of Q3 2019.

  • Destination Wealth Management reported no remaining NiSource position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 32 NiSource shares in Q3 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in NiSource in Q3 2018 and held it in 3 quarters.
  • Destination Wealth Management's NiSource position peaked at $1K in Q2 2019.
  • 480 funds tracked by Wall St. Rank held NiSource as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.