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Squar Milner Financial Services’s NiSource NI Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-207
Closed -$5K – 523
2020
Q1 		$5K Buy
207
+11
+6% +$304 ﹤0.01% 598
2019
Q4 		$5K Buy
+196
New +$5.37K ﹤0.01% 641
2019
Q3 		– Sell
-226
Closed -$7K – 537
2019
Q2 		$7K Sell
226
-110
-33% -$3.1K ﹤0.01% 558
2019
Q1 		$9K Hold
336
– – 0.01% 544
2018
Q4 		$9K Buy
336
+115
+52% +$2.97K 0.01% 484
2018
Q3 		$6K Buy
221
+131
+146% +$3.47K 0.01% 579
2018
Q2 		$2K Buy
+90
New +$2.21K ﹤0.01% 810

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's NI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of NiSource (NI) in Q2 2020, closing a stake of 207 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in NI in Q2 2018 and held it in 7 quarters. The position peaked at $9K in Q1 2019. 456 funds tracked by Wall St. Rank hold NI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining NiSource position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 207 NiSource shares in Q2 2020, an estimated $5K.
  • Squar Milner Financial Services first reported a position in NiSource in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's NiSource position peaked at $9K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held NiSource as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.