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Heritage Wealth Advisors’s Alliant Energy LNT Stock Holding History

Heritage 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
Q3 		– Sell
-297
Closed -$14.6K – 455
2019
Q2 		$14.6K Hold
297
– – ﹤0.01% 368
2019
Q1 		$14K Buy
+297
New +$13.3K ﹤0.01% 337

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Advisors's LNT Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Alliant Energy (LNT) in Q3 2019, closing a stake of 297 shares — an estimated $14.6K sold.

Heritage Wealth Advisors first reported a position in LNT in Q1 2019 and held it in 2 quarters. The position peaked at $14.6K in Q2 2019. 537 funds tracked by Wall St. Rank hold LNT as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining Alliant Energy position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 297 Alliant Energy shares in Q3 2019, an estimated $14.6K.
  • Heritage Wealth Advisors first reported a position in Alliant Energy in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's Alliant Energy position peaked at $14.6K in Q2 2019.
  • 537 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.