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WAM
Wealthspire Advisors (Maryland)’s
NiSource
NI
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
NI Stock Details
NI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-2,646
Closed
-$76K
–
1485
2019
Q1
$76K
Buy
2,646
+360
+16%
+$9.71K
0.01%
741
2018
Q4
$58K
Buy
2,286
+654
+40%
+$16.9K
0.01%
797
2018
Q3
$41K
Buy
1,632
+19
+1%
+$503
﹤0.01%
1036
2018
Q2
$42K
Buy
1,613
+72
+5%
+$1.76K
﹤0.01%
1047
2018
Q1
$37K
Sell
1,541
-389
-20%
-$9.21K
﹤0.01%
1100
2017
Q4
$50K
Buy
1,930
+353
+22%
+$9.37K
﹤0.01%
1013
2017
Q3
$40K
Buy
1,577
+47
+3%
+$1.24K
﹤0.01%
1057
2017
Q2
$39K
Buy
1,530
+130
+9%
+$3.24K
﹤0.01%
1029
2017
Q1
$33K
Buy
1,400
+69
+5%
+$1.58K
﹤0.01%
926
2016
Q4
$29K
Buy
1,331
+146
+12%
+$3.25K
﹤0.01%
918
2016
Q3
$29K
Hold
1,185
–
–
﹤0.01%
949
2016
Q2
$31K
Buy
1,185
+203
+21%
+$4.87K
0.01%
856
2016
Q1
$23K
Sell
982
-39
-4%
-$836
﹤0.01%
928
2015
Q4
$20K
Buy
+1,021
New
+$19.6K
﹤0.01%
967
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
ZP
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New York
$4.08B AUM
14.2%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
CBOA
Commonwealth Bank of Australia
Sydney, NSW, Australia
$231M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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