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Gupta Wealth Management’s NiSource NI Stock Holding History

Gupta 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
2016
Q1 		$46K Hold
1,952
– – 0.01% 454
2015
Q4 		$38K Hold
1,952
– – 0.01% 482
2015
Q3 		$36K Sell
1,952
-3,016
-61% -$51.6K 0.01% 520
2015
Q2 		$89K Hold
4,968
– – 0.02% 362
2015
Q1 		$86K Buy
+4,968
New +$84.2K 0.03% 322

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Gupta Wealth Management's NI Position: Q1 2016 in Review

Gupta Wealth Management held its NiSource (NI) position steady in Q1 2016 at 1,952 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #454.

Gupta Wealth Management first reported a position in NI in Q1 2015 and has held it in 5 quarters since. The position peaked at $89K in Q2 2015. 429 funds tracked by Wall St. Rank hold NI as of Q1 2016.

  • Gupta Wealth Management held 1,952 shares of NiSource worth $46K as of Q1 2016.
  • Gupta Wealth Management left its NiSource share count unchanged in Q1 2016.
  • NiSource made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #454 holding.
  • Gupta Wealth Management first reported a position in NiSource in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's NiSource position peaked at $89K in Q2 2015.
  • 429 funds tracked by Wall St. Rank held NiSource as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.