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CapWealth Advisors’s Alliant Energy LNT Stock Holding History

CapWealth Advisors’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
2014
Q3 		– Sell
-400
Closed -$12K – 378
2014
Q2 		$12K Buy
+400
New +$11.6K ﹤0.01% 232

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

CapWealth Advisors's LNT Position: Q3 2014 in Review

CapWealth Advisors sold out of Alliant Energy (LNT) in Q3 2014, closing a stake of 400 shares — an estimated $12K sold.

CapWealth Advisors first reported a position in LNT in Q2 2014 and held it in 1 quarter. The position peaked at $12K in Q2 2014. 358 funds tracked by Wall St. Rank hold LNT as of Q3 2014.

  • CapWealth Advisors reported no remaining Alliant Energy position as of Q3 2014 after selling out during the quarter.
  • CapWealth Advisors sold 400 Alliant Energy shares in Q3 2014, an estimated $12K.
  • CapWealth Advisors first reported a position in Alliant Energy in Q2 2014 and held it in 1 quarter.
  • CapWealth Advisors's Alliant Energy position peaked at $12K in Q2 2014.
  • 358 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2014.

Based on CapWealth Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.