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Liberty Wealth Management’s NiSource NI Stock Holding History

Liberty 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
2020
Q1 		– Sell
-43
Closed -$1K – 950
2019
Q4 		$1K Buy
+43
New +$1.18K ﹤0.01% 847
2019
Q3 		– Sell
-172
Closed -$5K – 936
2019
Q2 		$5K Buy
+172
New +$4.84K ﹤0.01% 664

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Liberty Wealth Management's NI Position: Q1 2020 in Review

Liberty Wealth Management sold out of NiSource (NI) in Q1 2020, closing a stake of 43 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in NI in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 474 funds tracked by Wall St. Rank hold NI as of Q1 2020.

  • Liberty Wealth Management reported no remaining NiSource position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 43 NiSource shares in Q1 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in NiSource in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's NiSource position peaked at $5K in Q2 2019.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.