Wealthcare Capital Management’s NiSource NI Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-69	Closed	-$2K	–	461
2021 Q1	$2K	Buy	+69	New	+$1.56K	﹤0.01%	585
2015 Q2	–	Sell	-2,291	Closed	-$40K	–	705
2015 Q1	$40K	Buy	+2,291	New	+$38.8K	﹤0.01%	291

Other funds holding NI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Wealthcare Capital Management's NI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of NiSource (NI) in Q2 2021, closing a stake of 69 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in NI in Q1 2015 and held it in 2 quarters. The position peaked at $40K in Q1 2015. 510 funds tracked by Wall St. Rank hold NI as of Q2 2021.

Wealthcare Capital Management reported no remaining NiSource position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 69 NiSource shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in NiSource in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's NiSource position peaked at $40K in Q1 2015.
510 funds tracked by Wall St. Rank held NiSource as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.