TrueWealth LLC’s Alliant Energy LNT Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-28	Closed	-$1K	–	865
2017 Q4	$1K	Buy	+28	New	+$1.22K	﹤0.01%	866

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

TrueWealth LLC's LNT Position: Q1 2018 in Review

TrueWealth LLC sold out of Alliant Energy (LNT) in Q1 2018, closing a stake of 28 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in LNT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 487 funds tracked by Wall St. Rank hold LNT as of Q1 2018.

TrueWealth LLC reported no remaining Alliant Energy position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 28 Alliant Energy shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Alliant Energy in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Alliant Energy position peaked at $1K in Q4 2017.
487 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.