LPL Financial
NIMC

LPL Financial’s NiSource Inc. Series A Corporate Units NIMC Stock Holding History

LPL Financial’s Portfolio NIMC Stock Details NIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,195
Closed -$227K – 4619
2022
Q4 		$227K Sell
2,195
-786
-26% -$80.7K ﹤0.01% 3889
2022
Q3 		$300K Hold
2,981
– – ﹤0.01% 3597
2022
Q2 		$339K Buy
+2,981
New +$345K ﹤0.01% 3534
2022
Q1 		– Sell
-2,981
Closed -$335K – 4441
2021
Q4 		$335K Buy
2,981
+190
+7% +$20.4K ﹤0.01% 3609
2021
Q3 		$290K Buy
+2,791
New +$294K ﹤0.01% 3685

Other funds holding NIMC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return

LPL Financial's NIMC Position: Q1 2023 in Review

LPL Financial sold out of NiSource Inc. Series A Corporate Units (NIMC) in Q1 2023, closing a stake of 2,195 shares — an estimated $227K sold.

LPL Financial first reported a position in NIMC in Q3 2021 and held it in 5 quarters. The position peaked at $339K in Q2 2022. 40 funds tracked by Wall St. Rank hold NIMC as of Q1 2023.

  • LPL Financial reported no remaining NiSource Inc. Series A Corporate Units position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 2,195 NiSource Inc. Series A Corporate Units shares in Q1 2023, an estimated $227K.
  • LPL Financial first reported a position in NiSource Inc. Series A Corporate Units in Q3 2021 and held it in 5 quarters.
  • LPL Financial's NiSource Inc. Series A Corporate Units position peaked at $339K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held NiSource Inc. Series A Corporate Units as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.