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Polaris Wealth Advisory Group’s Alliant Energy LNT Stock Holding History

Polaris Wealth Advisory Group’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
-820
Closed -$35K – 315
2018
Q3 		$35K Buy
+820
New +$35.2K ﹤0.01% 276
2018
Q2 		– Sell
-820
Closed -$34K – 346
2018
Q1 		$34K Buy
+820
New +$32.3K ﹤0.01% 255
2014
Q1 		– Sell
-340
Closed -$9K – 186
2013
Q4 		$9K Buy
+340
New +$8.78K ﹤0.01% 151

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

Polaris Wealth Advisory Group's LNT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Alliant Energy (LNT) in Q4 2018, closing a stake of 820 shares — an estimated $35K sold.

Polaris Wealth Advisory Group first reported a position in LNT in Q4 2013 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 531 funds tracked by Wall St. Rank hold LNT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Alliant Energy position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 820 Alliant Energy shares in Q4 2018, an estimated $35K.
  • Polaris Wealth Advisory Group first reported a position in Alliant Energy in Q4 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Alliant Energy position peaked at $35K in Q3 2018.
  • 531 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.