LifePlan Financial Group’s NiSource NI Stock Holding History

LifePlan Financial Group’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	$223K	Hold	10,123	–	–	0.1%	119
2020 Q2	$230K	Hold	10,123	–	–	0.1%	113
2020 Q1	$253K	Hold	10,123	–	–	0.14%	103
2019 Q4	$282K	Hold	10,123	–	–	0.13%	111
2019 Q3	$303K	Hold	10,123	–	–	0.14%	106
2019 Q2	$292K	Hold	10,123	–	–	0.14%	108
2019 Q1	$290K	Hold	10,123	–	–	0.15%	104
2018 Q4	$257K	Hold	10,123	–	–	0.16%	105
2018 Q3	$252K	Hold	10,123	–	–	0.14%	108
2018 Q2	$266K	Hold	10,123	–	–	0.15%	104
2018 Q1	$242K	Hold	10,123	–	–	0.14%	103
2017 Q4	$259K	Hold	10,123	–	–	0.16%	98
2017 Q3	$259K	Hold	10,123	–	–	0.16%	98
2017 Q2	$257K	Hold	10,123	–	–	0.18%	95
2017 Q1	$241K	Hold	10,123	–	–	0.17%	99
2016 Q4	$224K	Hold	10,123	–	–	0.16%	112
2016 Q3	$244K	Hold	10,123	–	–	0.17%	98
2016 Q2	$268K	Hold	10,123	–	–	0.18%	87
2016 Q1	$238K	Hold	10,123	–	–	0.17%	89
2015 Q4	$197K	Hold	10,123	–	–	0.14%	88
2015 Q3	$188K	Buy	+10,123	New	+$173K	0.14%	86

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

LifePlan Financial Group's NI Position: Q3 2020 in Review

LifePlan Financial Group held its NiSource (NI) position steady in Q3 2020 at 10,123 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #119.

LifePlan Financial Group first reported a position in NI in Q3 2015 and has held it in 21 quarters since. The position peaked at $303K in Q3 2019. 459 funds tracked by Wall St. Rank hold NI as of Q3 2020.

LifePlan Financial Group held 10,123 shares of NiSource worth $223K as of Q3 2020.
LifePlan Financial Group left its NiSource share count unchanged in Q3 2020.
NiSource made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #119 holding.
LifePlan Financial Group first reported a position in NiSource in Q3 2015 and has held it in 21 quarters since.
LifePlan Financial Group's NiSource position peaked at $303K in Q3 2019.
459 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.