Icon Wealth Partners’s Alliant Energy LNT Stock Holding History

Icon Wealth Partners’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	-935	Closed	-$44K	–	511
2019 Q1	$44K	Buy	+935	New	+$41.9K	0.02%	379
2018 Q3	–	Sell	-995	Closed	-$42K	–	533
2018 Q2	$42K	Buy	+995	New	+$41K	0.02%	425
2018 Q1	–	Sell	-772	Closed	-$33K	–	530
2017 Q4	$33K	Buy	+772	New	+$33.6K	0.02%	506

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Icon Wealth Partners's LNT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Alliant Energy (LNT) in Q2 2019, closing a stake of 935 shares — an estimated $44K sold.

Icon Wealth Partners first reported a position in LNT in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q1 2019. 528 funds tracked by Wall St. Rank hold LNT as of Q2 2019.

Icon Wealth Partners reported no remaining Alliant Energy position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 935 Alliant Energy shares in Q2 2019, an estimated $44K.
Icon Wealth Partners first reported a position in Alliant Energy in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Alliant Energy position peaked at $44K in Q1 2019.
528 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.