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Kiley Juergens Wealth Management’s Alliant Energy LNT Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-350
Closed -$14K – 383
2018
Q3 		$14K Hold
350
– – 0.01% 426
2018
Q2 		$14K Buy
+350
New +$14.4K 0.01% 392
2018
Q1 		– Sell
-350
Closed -$14K – 380
2017
Q4 		$14K Buy
+350
New +$15.3K 0.01% 415

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kiley Juergens Wealth Management's LNT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Alliant Energy (LNT) in Q4 2018, closing a stake of 350 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in LNT in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 531 funds tracked by Wall St. Rank hold LNT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Alliant Energy position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 350 Alliant Energy shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in Alliant Energy in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Alliant Energy position peaked at $14K in Q3 2018.
  • 531 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.