Ellevest Inc’s NiSource NI Stock Holding History

Ellevest Inc’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	-17	Closed	–	–	1254
2020 Q2	$0	Buy	+17	New	+$410	﹤0.01%	1263
2019 Q4	–	Sell	-100	Closed	-$3K	–	1024
2019 Q3	$3K	Buy	+100	New	+$2.93K	﹤0.01%	311

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Ellevest Inc's NI Position: Q3 2020 in Review

Ellevest Inc sold out of NiSource (NI) in Q3 2020, closing a stake of 17 shares.

Ellevest Inc first reported a position in NI in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 459 funds tracked by Wall St. Rank hold NI as of Q3 2020.

Ellevest Inc reported no remaining NiSource position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 17 NiSource shares in Q3 2020.
Ellevest Inc first reported a position in NiSource in Q3 2019 and held it in 2 quarters.
Ellevest Inc's NiSource position peaked at $3K in Q3 2019.
459 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.