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UBS’s Alliant Energy LNT Stock Holding History

UBS’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 		$5.54M Sell
200,112
-131,498
-40% -$3.79M ﹤0.01% 1923
2014
Q2 		$10.1M Buy
331,610
+152,260
+85% +$4.41M 0.01% 1361
2014
Q1 		$5.09M Sell
179,350
-14,844
-8% -$392K ﹤0.01% 1857
2013
Q4 		$5.01M Buy
194,194
+26,720
+16% +$690K ﹤0.01% 1875
2013
Q3 		$4.15M Sell
167,474
-29,838
-15% -$763K ﹤0.01% 1866
2013
Q2 		$4.97M Buy
+197,312
New +$5.01M 0.01% 1623

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 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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 $609B AUM 40.19% 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 $10.6B AUM 18.62% 1-Year Est. Return

UBS's LNT Position: Q3 2014 in Review

UBS reduced its Alliant Energy (LNT) stake by 40% in Q3 2014, selling an estimated $3.79M and leaving 200,112 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

UBS first reported a position in LNT in Q2 2013 and has held it in 6 quarters since. The position peaked at $10.1M in Q2 2014. 358 funds tracked by Wall St. Rank hold LNT as of Q3 2014.

  • UBS held 200,112 shares of Alliant Energy worth $5.54M as of Q3 2014.
  • UBS sold 131,498 Alliant Energy shares in Q3 2014, an estimated $3.79M.
  • Alliant Energy made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1923 holding.
  • UBS first reported a position in Alliant Energy in Q2 2013 and has held it in 6 quarters since.
  • UBS's Alliant Energy position peaked at $10.1M in Q2 2014.
  • 358 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.