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Semmax Financial Advisors’s NiSource NI Stock Holding History

Semmax Financial Advisors’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
-922
Closed -$21K – 274
2020
Q2 		$21K Buy
922
+8
+0.9% +$193 0.01% 137
2020
Q1 		$23K Buy
+914
New +$25.3K 0.01% 130

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Semmax Financial Advisors's NI Position: Q3 2020 in Review

Semmax Financial Advisors sold out of NiSource (NI) in Q3 2020, closing a stake of 922 shares — an estimated $21K sold.

Semmax Financial Advisors first reported a position in NI in Q1 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2020. 459 funds tracked by Wall St. Rank hold NI as of Q3 2020.

  • Semmax Financial Advisors reported no remaining NiSource position as of Q3 2020 after selling out during the quarter.
  • Semmax Financial Advisors sold 922 NiSource shares in Q3 2020, an estimated $21K.
  • Semmax Financial Advisors first reported a position in NiSource in Q1 2020 and held it in 2 quarters.
  • Semmax Financial Advisors's NiSource position peaked at $23K in Q1 2020.
  • 459 funds tracked by Wall St. Rank held NiSource as of Q3 2020.

Based on Semmax Financial Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.