EWM
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Executive Wealth Management’s NiSource NI Stock Holding History

Executive 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
-553
Closed -$16K – 555
2019
Q2 		$16K Buy
553
+3
+0.5% +$85 ﹤0.01% 517
2019
Q1 		$16K Hold
550
– – ﹤0.01% 462
2018
Q4 		$14K Buy
+550
New +$14.2K ﹤0.01% 499

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

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

Executive Wealth Management sold out of NiSource (NI) in Q3 2019, closing a stake of 553 shares — an estimated $16K sold.

Executive Wealth Management first reported a position in NI in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 480 funds tracked by Wall St. Rank hold NI as of Q3 2019.

  • Executive Wealth Management reported no remaining NiSource position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 553 NiSource shares in Q3 2019, an estimated $16K.
  • Executive Wealth Management first reported a position in NiSource in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's NiSource position peaked at $16K in Q2 2019.
  • 480 funds tracked by Wall St. Rank held NiSource as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.