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Selective Wealth Management’s NiSource NI Stock Holding History

Selective 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
2021
Q3 		– Sell
-462
Closed -$11K – 604
2021
Q2 		$11K Hold
462
– – 0.01% 333
2021
Q1 		$11K Hold
462
– – 0.01% 246
2020
Q4 		$11K Hold
462
– – 0.01% 236
2020
Q3 		$10K Hold
462
– – 0.01% 203
2020
Q2 		$11K Buy
+462
New +$11.1K 0.01% 233

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Selective Wealth Management's NI Position: Q3 2021 in Review

Selective Wealth Management sold out of NiSource (NI) in Q3 2021, closing a stake of 462 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in NI in Q2 2020 and held it in 5 quarters. The position peaked at $11K in Q2 2021. 491 funds tracked by Wall St. Rank hold NI as of Q3 2021.

  • Selective Wealth Management reported no remaining NiSource position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 462 NiSource shares in Q3 2021, an estimated $11K.
  • Selective Wealth Management first reported a position in NiSource in Q2 2020 and held it in 5 quarters.
  • Selective Wealth Management's NiSource position peaked at $11K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held NiSource as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.