MFW
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Mosaic Family Wealth’s Alliant Energy LNT Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-3,237
Closed -$153K – 415
2019
Q1 		$153K Hold
3,237
– – 0.06% 177
2018
Q4 		$137K Hold
3,237
– – 0.06% 186
2018
Q3 		$146K Sell
3,237
-200
-6% -$8.59K 0.06% 182
2018
Q2 		$145K Hold
3,437
– – 0.05% 190
2018
Q1 		$140K Hold
3,437
– – 0.05% 197
2017
Q4 		$146K Hold
3,437
– – 0.05% 199
2017
Q3 		$143K Buy
3,437
+200
+6% +$8.32K 0.06% 229
2017
Q2 		$130K Buy
3,237
+25
+0.8% +$1.01K 0.05% 232
2017
Q1 		$127K Buy
3,212
+27
+0.8% +$1.04K 0.06% 235
2016
Q4 		$121K Buy
3,185
+26
+0.8% +$960 0.06% 235
2016
Q3 		$121K Buy
3,159
+23
+0.7% +$902 0.06% 232
2016
Q2 		$125K Buy
3,136
+26
+0.8% +$965 0.06% 208
2016
Q1 		$115K Sell
3,110
-358
-10% -$12.1K 0.06% 208
2015
Q4 		$108K Buy
+3,468
New +$104K 0.05% 213

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM