TA
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return