BDO Wealth Advisors’s Allete ALE Stock Holding History

BDO Wealth Advisors’s Portfolio ALE Stock Details ALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-26	Closed	-$2K	–	579
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	589
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	579
2019 Q1	$2K	Buy	+26	New	+$2.05K	﹤0.01%	558

Other funds holding ALE

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BDO Wealth Advisors's ALE Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Allete (ALE) in Q4 2019, closing a stake of 26 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in ALE in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 304 funds tracked by Wall St. Rank hold ALE as of Q4 2019.

BDO Wealth Advisors reported no remaining Allete position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 26 Allete shares in Q4 2019, an estimated $2K.
BDO Wealth Advisors first reported a position in Allete in Q1 2019 and held it in 3 quarters.
BDO Wealth Advisors's Allete position peaked at $2K in Q3 2019.
304 funds tracked by Wall St. Rank held Allete as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.