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Morningstar Investment Services’s Alliant Energy LNT Stock Holding History

Morningstar Investment 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
2018
Q2 		– Sell
-352,992
Closed -$14.4M – 204
2018
Q1 		$14.4M Sell
352,992
-101,912
-22% -$4.02M 0.28% 96
2017
Q4 		$19.4M Sell
454,904
-27,093
-6% -$1.18M 0.39% 76
2017
Q3 		$20M Sell
481,997
-12,714
-3% -$529K 0.44% 72
2017
Q2 		$19.9M Buy
494,711
+15,585
+3% +$631K 0.46% 72
2017
Q1 		$19M Sell
479,126
-52
-0% -$2K 0.48% 72
2016
Q4 		$18.2M Buy
479,178
+28,002
+6% +$1.03M 0.59% 61
2016
Q3 		$17.3M Buy
451,176
+48,221
+12% +$1.89M 0.5% 69
2016
Q2 		$16.3M Buy
402,955
+48,821
+14% +$1.81M 0.51% 62
2016
Q1 		$13.2M Buy
354,134
+24,518
+7% +$827K 0.45% 70
2015
Q4 		$10.3M Buy
329,616
+24,534
+8% +$737K 0.41% 74
2015
Q3 		$8.92M Buy
+305,082
New +$8.98M 0.38% 77

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Morningstar Investment Services's LNT Position: Q2 2018 in Review

Morningstar Investment Services sold out of Alliant Energy (LNT) in Q2 2018, closing a stake of 352,992 shares — an estimated $14.4M sold.

Morningstar Investment Services first reported a position in LNT in Q3 2015 and held it in 11 quarters. The position peaked at $20M in Q3 2017. 507 funds tracked by Wall St. Rank hold LNT as of Q2 2018.

  • Morningstar Investment Services reported no remaining Alliant Energy position as of Q2 2018 after selling out during the quarter.
  • Morningstar Investment Services sold 352,992 Alliant Energy shares in Q2 2018, an estimated $14.4M.
  • Morningstar Investment Services first reported a position in Alliant Energy in Q3 2015 and held it in 11 quarters.
  • Morningstar Investment Services's Alliant Energy position peaked at $20M in Q3 2017.
  • 507 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2018.

Based on Morningstar Investment Services's 13F filing for Q2 2018, filed 3 Aug 2018.