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Cypress Wealth Services’s Alliant Energy LNT Stock Holding History

Cypress Wealth Services’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
2018
Q2 		– Sell
-5,929
Closed -$242K – 232
2018
Q1 		$242K Sell
5,929
-424
-7% -$16.7K 0.1% 161
2017
Q4 		$271K Buy
+6,353
New +$277K 0.11% 155

Other funds holding LNT

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Cypress Wealth Services's LNT Position: Q2 2018 in Review

Cypress Wealth Services sold out of Alliant Energy (LNT) in Q2 2018, closing a stake of 5,929 shares — an estimated $242K sold.

Cypress Wealth Services first reported a position in LNT in Q4 2017 and held it in 2 quarters. The position peaked at $271K in Q4 2017. 506 funds tracked by Wall St. Rank hold LNT as of Q2 2018.

  • Cypress Wealth Services reported no remaining Alliant Energy position as of Q2 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 5,929 Alliant Energy shares in Q2 2018, an estimated $242K.
  • Cypress Wealth Services first reported a position in Alliant Energy in Q4 2017 and held it in 2 quarters.
  • Cypress Wealth Services's Alliant Energy position peaked at $271K in Q4 2017.
  • 506 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2018.

Based on Cypress Wealth Services's 13F filing for Q2 2018, filed 6 Aug 2018.