Willingdon Wealth Management’s NIO NIO Stock Holding History

Willingdon Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$7K	Hold	2,680	–	–	﹤0.01%	221
2019 Q4	$11K	Hold	2,680	–	–	﹤0.01%	240
2019 Q3	$4K	Hold	2,680	–	–	﹤0.01%	289
2019 Q2	$7K	Buy	+2,680	New	+$10.8K	﹤0.01%	250

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Willingdon Wealth Management's NIO Position: Q1 2020 in Review

Willingdon Wealth Management held its NIO (NIO) position steady in Q1 2020 at 2,680 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Willingdon Wealth Management first reported a position in NIO in Q2 2019 and has held it in 4 quarters since. The position peaked at $11K in Q4 2019. 222 funds tracked by Wall St. Rank hold NIO as of Q1 2020.

Willingdon Wealth Management held 2,680 shares of NIO worth $7K as of Q1 2020.
Willingdon Wealth Management left its NIO share count unchanged in Q1 2020.
NIO made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #221 holding.
Willingdon Wealth Management first reported a position in NIO in Q2 2019 and has held it in 4 quarters since.
Willingdon Wealth Management's NIO position peaked at $11K in Q4 2019.
222 funds tracked by Wall St. Rank held NIO as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.