BWM
LNT icon

Bernicke Wealth Management’s Alliant Energy LNT Stock Holding History

Bernicke Wealth Management’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-43,582
Closed -$1.45M – 44
2014
Q4 		$1.45M Buy
+43,582
New +$1.35M 1.42% 19

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bernicke Wealth Management's LNT Position: Q1 2015 in Review

Bernicke Wealth Management sold out of Alliant Energy (LNT) in Q1 2015, closing a stake of 43,582 shares — an estimated $1.45M sold.

Bernicke Wealth Management first reported a position in LNT in Q4 2014 and held it in 1 quarter. The position peaked at $1.45M in Q4 2014. 384 funds tracked by Wall St. Rank hold LNT as of Q1 2015.

  • Bernicke Wealth Management reported no remaining Alliant Energy position as of Q1 2015 after selling out during the quarter.
  • Bernicke Wealth Management sold 43,582 Alliant Energy shares in Q1 2015, an estimated $1.45M.
  • Bernicke Wealth Management first reported a position in Alliant Energy in Q4 2014 and held it in 1 quarter.
  • Bernicke Wealth Management's Alliant Energy position peaked at $1.45M in Q4 2014.
  • 384 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2015.

Based on Bernicke Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.