FineMark National Bank & Trust’s Alliant Energy LNT Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-5,550	Closed	-$235K	–	375
2018 Q2	$235K	Hold	5,550	–	–	0.01%	355
2018 Q1	$227K	Hold	5,550	–	–	0.01%	354
2017 Q4	$236K	Hold	5,550	–	–	0.02%	329
2017 Q3	$231K	Sell	5,550 -2,165	-28%	-$90.1K	0.02%	333
2017 Q2	$310K	Buy	7,715 +165	+2%	+$6.68K	0.02%	280
2017 Q1	$299K	Hold	7,550	–	–	0.02%	288
2016 Q4	$286K	Buy	7,550 +2,000	+36%	+$73.8K	0.02%	287
2016 Q3	$213K	Sell	5,550 -2,518	-31%	-$98.8K	0.02%	317
2016 Q2	$321K	Hold	8,068	–	–	0.04%	258
2016 Q1	$300K	Hold	8,068	–	–	0.04%	257
2015 Q4	$252K	Sell	8,068 -344	-4%	-$10.3K	0.03%	288
2015 Q3	$246K	Buy	8,412 +7,400	+731%	+$218K	0.03%	298
2015 Q2	$29K	Hold	1,012	–	–	﹤0.01%	791
2015 Q1	$32K	Hold	1,012	–	–	﹤0.01%	775
2014 Q4	$34K	Sell	1,012 -642	-39%	-$19.9K	0.01%	776
2014 Q3	$46K	Hold	1,654	–	–	0.01%	649
2014 Q2	$50K	Sell	1,654 -400	-19%	-$11.6K	0.01%	636
2014 Q1	$58K	Hold	2,054	–	–	0.01%	571
2013 Q4	$53K	Hold	2,054	–	–	0.01%	562
2013 Q3	$51K	Sell	2,054 -500	-20%	-$12.8K	0.01%	570
2013 Q2	$64K	Buy	+2,554	New	+$64.9K	0.02%	506

Other funds holding LNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

CBOA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FineMark National Bank & Trust's LNT Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of Alliant Energy (LNT) in Q3 2018, closing a stake of 5,550 shares — an estimated $235K sold.

FineMark National Bank & Trust first reported a position in LNT in Q2 2013 and held it in 21 quarters. The position peaked at $321K in Q2 2016. 514 funds tracked by Wall St. Rank hold LNT as of Q3 2018.

FineMark National Bank & Trust reported no remaining Alliant Energy position as of Q3 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 5,550 Alliant Energy shares in Q3 2018, an estimated $235K.
FineMark National Bank & Trust first reported a position in Alliant Energy in Q2 2013 and held it in 21 quarters.
FineMark National Bank & Trust's Alliant Energy position peaked at $321K in Q2 2016.
514 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.