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KMS Financial Services’s Alliant Energy LNT Stock Holding History

KMS Financial Services’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
2014
Q3 		$217K Buy
7,844
+1,168
+17% +$33.7K 0.03% 468
2014
Q2 		$203K Buy
+6,676
New +$193K 0.03% 498

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

KMS Financial Services's LNT Position: Q3 2014 in Review

KMS Financial Services increased its Alliant Energy (LNT) stake by 17% in Q3 2014, buying an estimated $33.7K and bringing the position to 7,844 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #468.

KMS Financial Services first reported a position in LNT in Q2 2014 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold LNT as of Q3 2014.

  • KMS Financial Services held 7,844 shares of Alliant Energy worth $217K as of Q3 2014.
  • KMS Financial Services bought 1,168 Alliant Energy shares in Q3 2014, an estimated $33.7K.
  • Alliant Energy made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #468 holding.
  • KMS Financial Services first reported a position in Alliant Energy in Q2 2014 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.