Gideon Capital Advisors’s NiSource NI Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-20,567	Closed	-$573K	–	141
2019 Q4	$573K	Buy	+20,567	New	+$564K	0.2%	160
2018 Q4	–	Sell	-35,909	Closed	-$895K	–	464
2018 Q3	$895K	Buy	+35,909	New	+$950K	0.42%	63
2017 Q1	–	Sell	-13,409	Closed	-$297K	–	473
2016 Q4	$297K	Buy	13,409 +1,479	+12%	+$32.9K	0.19%	258
2016 Q3	$288K	Buy	+11,930	New	+$299K	0.17%	139
2014 Q2	–	Sell	-211,787	Closed	-$2.96M	–	298
2014 Q1	$2.96M	Buy	+211,787	New	+$2.86M	1.64%	7

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gideon Capital Advisors's NI Position: Q1 2020 in Review

Gideon Capital Advisors sold out of NiSource (NI) in Q1 2020, closing a stake of 20,567 shares — an estimated $573K sold.

Gideon Capital Advisors first reported a position in NI in Q1 2014 and held it in 5 quarters. The position peaked at $2.96M in Q1 2014. 475 funds tracked by Wall St. Rank hold NI as of Q1 2020.

Gideon Capital Advisors reported no remaining NiSource position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 20,567 NiSource shares in Q1 2020, an estimated $573K.
Gideon Capital Advisors first reported a position in NiSource in Q1 2014 and held it in 5 quarters.
Gideon Capital Advisors's NiSource position peaked at $2.96M in Q1 2014.
475 funds tracked by Wall St. Rank held NiSource as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.