YorkBridge Wealth Partners’s Alliant Energy LNT Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-965	Closed	-$47K	–	451
2019 Q2	$47K	Hold	965	–	–	0.02%	375
2019 Q1	$45K	Hold	965	–	–	0.02%	369
2018 Q4	$41K	Hold	965	–	–	0.02%	350
2018 Q3	$41K	Hold	965	–	–	0.02%	380
2018 Q2	$41K	Hold	965	–	–	0.02%	385
2018 Q1	$39K	Hold	965	–	–	0.02%	394
2017 Q4	$37K	Hold	965	–	–	0.02%	403
2017 Q3	$40K	Sell	965 -235	-20%	-$9.78K	0.02%	403
2017 Q2	$48K	Hold	1,200	–	–	0.03%	380
2017 Q1	$47K	Buy	+1,200	New	+$46K	0.02%	379

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 $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YorkBridge Wealth Partners's LNT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Alliant Energy (LNT) in Q3 2019, closing a stake of 965 shares — an estimated $47K sold.

YorkBridge Wealth Partners first reported a position in LNT in Q1 2017 and held it in 10 quarters. The position peaked at $48K in Q2 2017. 537 funds tracked by Wall St. Rank hold LNT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Alliant Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 965 Alliant Energy shares in Q3 2019, an estimated $47K.
YorkBridge Wealth Partners first reported a position in Alliant Energy in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Alliant Energy position peaked at $48K in Q2 2017.
537 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.