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Wealthspire Advisors (Maryland)’s NiSource NI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,646
Closed -$76K – 1457
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

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Wealthspire Advisors (Maryland)'s NI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NiSource (NI) in Q2 2019, closing a stake of 2,646 shares — an estimated $76K sold.

Wealthspire Advisors (Maryland) first reported a position in NI in Q4 2015 and held it in 14 quarters. The position peaked at $76K in Q1 2019. 485 funds tracked by Wall St. Rank hold NI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NiSource position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,646 NiSource shares in Q2 2019, an estimated $76K.
  • Wealthspire Advisors (Maryland) first reported a position in NiSource in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NiSource position peaked at $76K in Q1 2019.
  • 485 funds tracked by Wall St. Rank held NiSource as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.