Cobiz Wealth’s Alliant Energy LNT Stock Holding History

Cobiz 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
2013 Q3	–	Sell	-824	Closed	-$21K	–	257
2013 Q2	$21K	Buy	+824	New	+$20.9K	0.01%	229

Other funds holding LNT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cobiz Wealth's LNT Position: Q3 2013 in Review

Cobiz Wealth sold out of Alliant Energy (LNT) in Q3 2013, closing a stake of 824 shares — an estimated $21K sold.

Cobiz Wealth first reported a position in LNT in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 332 funds tracked by Wall St. Rank hold LNT as of Q3 2013.

Cobiz Wealth reported no remaining Alliant Energy position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 824 Alliant Energy shares in Q3 2013, an estimated $21K.
Cobiz Wealth first reported a position in Alliant Energy in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Alliant Energy position peaked at $21K in Q2 2013.
332 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.