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	–	413
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	0.05%	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 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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Mosaic Family Wealth's LNT Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Alliant Energy (LNT) in Q2 2019, closing a stake of 3,237 shares — an estimated $153K sold.

Mosaic Family Wealth first reported a position in LNT in Q4 2015 and held it in 14 quarters. The position peaked at $153K in Q1 2019. 528 funds tracked by Wall St. Rank hold LNT as of Q2 2019.

Mosaic Family Wealth reported no remaining Alliant Energy position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 3,237 Alliant Energy shares in Q2 2019, an estimated $153K.
Mosaic Family Wealth first reported a position in Alliant Energy in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Alliant Energy position peaked at $153K in Q1 2019.
528 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.