Integrated Wealth Management (Palm Desert)’s Alliant Energy LNT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$292K	Buy	7,380 +195	+3%	+$7.48K	0.1%	185
2016 Q4	$272K	Buy	7,185 +327	+5%	+$12.1K	0.1%	185
2016 Q3	$263K	Buy	6,858 +676	+11%	+$26.5K	0.09%	177
2016 Q2	$245K	Buy	6,182 +1,448	+31%	+$53.7K	0.09%	186
2016 Q1	$176K	Buy	4,734 +676	+17%	+$22.8K	0.07%	204
2015 Q4	$127K	Buy	4,058 +1,116	+38%	+$33.5K	0.05%	252
2015 Q3	$86K	Buy	2,942 +258	+10%	+$7.6K	0.04%	292
2015 Q2	$77K	Sell	2,684 -42	-2%	-$1.27K	0.03%	314
2015 Q1	$85K	Buy	+2,726	New	+$88.8K	0.04%	297

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s LNT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Alliant Energy (LNT) stake by 2.7% in Q1 2017, buying an estimated $7.48K and bringing the position to 7,380 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #185.

Integrated Wealth Management (Palm Desert) first reported a position in LNT in Q1 2015 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold LNT as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 7,380 shares of Alliant Energy worth $292K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 195 Alliant Energy shares in Q1 2017, an estimated $7.48K.
Alliant Energy made up 0.1% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #185 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Alliant Energy in Q1 2015 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.