Kore Private Wealth’s NiSource NI Stock Holding History

Kore Private Wealth’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	-2,500	Closed	-$56K	–	803
2020 Q2	$56K	Hold	2,500	–	–	0.01%	434
2020 Q1	$62K	Hold	2,500	–	–	0.01%	381
2019 Q4	$70K	Buy	+2,500	New	+$68.5K	0.01%	435
2019 Q2	–	Sell	-2,500	Closed	-$72K	–	595
2019 Q1	$72K	Hold	2,500	–	–	0.02%	326
2018 Q4	$63K	Buy	+2,500	New	+$64.5K	0.02%	332

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

Kore Private Wealth's NI Position: Q3 2020 in Review

Kore Private Wealth sold out of NiSource (NI) in Q3 2020, closing a stake of 2,500 shares — an estimated $56K sold.

Kore Private Wealth first reported a position in NI in Q4 2018 and held it in 5 quarters. The position peaked at $72K in Q1 2019. 459 funds tracked by Wall St. Rank hold NI as of Q3 2020.

Kore Private Wealth reported no remaining NiSource position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 2,500 NiSource shares in Q3 2020, an estimated $56K.
Kore Private Wealth first reported a position in NiSource in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's NiSource position peaked at $72K in Q1 2019.
459 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.