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Foster Victor Wealth Advisors’s Alliant Energy LNT Stock Holding History

Foster Victor Wealth 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
2019
Q2 		– Sell
-5,093
Closed -$240K – 110
2019
Q1 		$240K Sell
5,093
-1,069
-17% -$47.9K 0.19% 80
2018
Q4 		$260K Buy
+6,162
New +$271K 0.25% 66

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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Foster Victor Wealth Advisors's LNT Position: Q2 2019 in Review

Foster Victor Wealth Advisors sold out of Alliant Energy (LNT) in Q2 2019, closing a stake of 5,093 shares — an estimated $240K sold.

Foster Victor Wealth Advisors first reported a position in LNT in Q4 2018 and held it in 2 quarters. The position peaked at $260K in Q4 2018. 528 funds tracked by Wall St. Rank hold LNT as of Q2 2019.

  • Foster Victor Wealth Advisors reported no remaining Alliant Energy position as of Q2 2019 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 5,093 Alliant Energy shares in Q2 2019, an estimated $240K.
  • Foster Victor Wealth Advisors first reported a position in Alliant Energy in Q4 2018 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's Alliant Energy position peaked at $260K in Q4 2018.
  • 528 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2019.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.