Tiedemann Advisors’s NiSource NI Stock Holding History

Tiedemann 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
2019 Q4	–	Sell	-41,440	Closed	-$1.24M	–	317
2019 Q3	$1.24M	Buy	41,440 +1,352	+3%	+$39.7K	0.06%	153
2019 Q2	$1.16M	Sell	40,088 -17	-0%	-$479	0.06%	143
2019 Q1	$1.15M	Sell	40,105 -220	-0.5%	-$5.93K	0.05%	200
2018 Q4	$1.02M	Sell	40,325 -49,043	-55%	-$1.27M	0.05%	206
2018 Q3	$2.23M	Buy	89,368 +800	+0.9%	+$21.2K	0.13%	99
2018 Q2	$2.33M	Buy	+88,568	New	+$2.17M	0.15%	94
2017 Q3	–	Sell	-12,445	Closed	-$316K	–	425
2017 Q2	$316K	Buy	+12,445	New	+$310K	0.02%	358

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiedemann Advisors's NI Position: Q4 2019 in Review

Tiedemann Advisors sold out of NiSource (NI) in Q4 2019, closing a stake of 41,440 shares — an estimated $1.24M sold.

Tiedemann Advisors first reported a position in NI in Q2 2017 and held it in 7 quarters. The position peaked at $2.33M in Q2 2018. 496 funds tracked by Wall St. Rank hold NI as of Q4 2019.

Tiedemann Advisors reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
Tiedemann Advisors sold 41,440 NiSource shares in Q4 2019, an estimated $1.24M.
Tiedemann Advisors first reported a position in NiSource in Q2 2017 and held it in 7 quarters.
Tiedemann Advisors's NiSource position peaked at $2.33M in Q2 2018.
496 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.