Geneva Advisors’s Alliant Energy LNT Stock Holding History

Geneva Advisors’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
2016 Q4	–	Sell	-20,889	Closed	-$800K	–	792
2016 Q3	$800K	Buy	20,889 +545	+3%	+$21.4K	0.02%	371
2016 Q2	$808K	Buy	20,344 +148	+0.7%	+$5.49K	0.02%	349
2016 Q1	$750K	Buy	20,196 +164	+0.8%	+$5.53K	0.02%	352
2015 Q4	$626K	Buy	20,032 +172	+0.9%	+$5.17K	0.01%	371
2015 Q3	$581K	Buy	19,860 +162	+0.8%	+$4.77K	0.01%	366
2015 Q2	$568K	Buy	19,698 +164	+0.8%	+$4.97K	0.01%	406
2015 Q1	$615K	Sell	19,534 -564	-3%	-$18.4K	0.01%	376
2014 Q4	$667K	Buy	20,098 +148	+0.7%	+$4.58K	0.01%	361
2014 Q3	$553K	Buy	19,950 +1,076	+6%	+$31K	0.01%	402
2014 Q2	$574K	Buy	18,874 +156	+0.8%	+$4.52K	0.01%	415
2014 Q1	$532K	Buy	18,718 +164	+0.9%	+$4.33K	0.01%	382
2013 Q4	$479K	Buy	18,554 +150	+0.8%	+$3.87K	0.01%	341
2013 Q3	$456K	Buy	18,404 +156	+0.9%	+$3.99K	0.01%	349
2013 Q2	$460K	Buy	+18,248	New	+$464K	0.01%	291

Other funds holding LNT

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

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

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

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

Fidelity Investments

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

Franklin Resources

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

Victory Capital Management

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

Boston Partners

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group

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