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Genesis Wealth Advisors’s Alliant Energy LNT Stock Holding History

Genesis 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
2015
Q2 		$5.77K Hold
200
– – ﹤0.01% 394
2015
Q1 		$6.29K Hold
200
– – 0.01% 376
2014
Q4 		$6.44K Buy
+200
New +$6.19K 0.01% 407

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Genesis Wealth Advisors's LNT Position: Q2 2015 in Review

Genesis Wealth Advisors held its Alliant Energy (LNT) position steady in Q2 2015 at 200 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Genesis Wealth Advisors first reported a position in LNT in Q4 2014 and has held it in 3 quarters since. The position peaked at $6.44K in Q4 2014. 363 funds tracked by Wall St. Rank hold LNT as of Q2 2015.

  • Genesis Wealth Advisors held 200 shares of Alliant Energy worth $5.77K as of Q2 2015.
  • Genesis Wealth Advisors left its Alliant Energy share count unchanged in Q2 2015.
  • Alliant Energy made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #394 holding.
  • Genesis Wealth Advisors first reported a position in Alliant Energy in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Alliant Energy position peaked at $6.44K in Q4 2014.
  • 363 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.