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Omnia Family Wealth’s Alliant Energy LNT Stock Holding History

Omnia Family Wealth’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
-300
Closed -$13K – 593
2018
Q3 		$13K Hold
300
– – 0.01% 234
2018
Q2 		$13K Hold
300
– – 0.01% 231
2018
Q1 		$12K Hold
300
– – 0.01% 245
2017
Q4 		$13K Hold
300
– – 0.01% 268
2017
Q3 		$12K Hold
300
– – 0.01% 253
2017
Q2 		$12K Hold
300
– – 0.01% 259
2017
Q1 		$12K Sell
300
-404
-57% -$15.5K 0.01% 260
2016
Q4 		$27K Buy
+704
New +$26K 0.01% 198

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 $3.37T AUM 44.26% 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

Omnia Family Wealth's LNT Position: Q4 2018 in Review

Omnia Family Wealth sold out of Alliant Energy (LNT) in Q4 2018, closing a stake of 300 shares — an estimated $13K sold.

Omnia Family Wealth first reported a position in LNT in Q4 2016 and held it in 8 quarters. The position peaked at $27K in Q4 2016. 531 funds tracked by Wall St. Rank hold LNT as of Q4 2018.

  • Omnia Family Wealth reported no remaining Alliant Energy position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 300 Alliant Energy shares in Q4 2018, an estimated $13K.
  • Omnia Family Wealth first reported a position in Alliant Energy in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's Alliant Energy position peaked at $27K in Q4 2016.
  • 531 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.