Evercore Wealth Management’s Alliant Energy LNT Stock Holding History

Evercore Wealth Management’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	-400	Closed	-$17K	–	605
2017 Q4	$17K	Hold	400	–	–	﹤0.01%	750
2017 Q3	$17K	Hold	400	–	–	﹤0.01%	731
2017 Q2	$16K	Buy	+400	New	+$16.2K	﹤0.01%	747
2017 Q1	–	Sell	-32	Closed	-$1K	–	1018
2016 Q4	$1K	Buy	+32	New	+$1.18K	﹤0.01%	980
2015 Q3	–	Sell	-318	Closed	-$9K	–	1018
2015 Q2	$9K	Sell	318 -342	-52%	-$10.4K	﹤0.01%	928
2015 Q1	$21K	Buy	+660	New	+$21.5K	﹤0.01%	777
2014 Q3	–	Sell	-700	Closed	-$21K	–	970
2014 Q2	$21K	Sell	700 -1,000	-59%	-$29K	﹤0.01%	728
2014 Q1	$48K	Buy	+1,700	New	+$44.9K	﹤0.01%	602

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

Evercore Wealth Management's LNT Position: Q1 2018 in Review

Evercore Wealth Management sold out of Alliant Energy (LNT) in Q1 2018, closing a stake of 400 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in LNT in Q1 2014 and held it in 8 quarters. The position peaked at $48K in Q1 2014. 487 funds tracked by Wall St. Rank hold LNT as of Q1 2018.

Evercore Wealth Management reported no remaining Alliant Energy position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 Alliant Energy shares in Q1 2018, an estimated $17K.
Evercore Wealth Management first reported a position in Alliant Energy in Q1 2014 and held it in 8 quarters.
Evercore Wealth Management's Alliant Energy position peaked at $48K in Q1 2014.
487 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.