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 $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources

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

Janus Henderson Group

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

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM