Bruderman Asset Management’s Allete ALE Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-251	Closed	-$21K	–	129
2019 Q1	$21K	Hold	251	–	–	﹤0.01%	365
2018 Q4	$19K	Buy	251 +2	+0.8%	+$155	﹤0.01%	353
2018 Q3	$19K	Sell	249 -167	-40%	-$12.8K	﹤0.01%	256
2018 Q2	$32K	Sell	416 -2,127	-84%	-$159K	0.01%	239
2018 Q1	$184K	Buy	+2,543	New	+$180K	0.04%	125
2017 Q3	–	Sell	-1,049	Closed	-$75K	–	130
2017 Q2	$75K	Buy	+1,049	New	+$74.5K	0.02%	176
2017 Q1	–	Sell	-1,457	Closed	-$94K	–	124
2016 Q4	$94K	Buy	1,457 +11	+0.8%	+$672	0.03%	158
2016 Q3	$86K	Sell	1,446 -39	-3%	-$2.41K	0.03%	167
2016 Q2	$96K	Buy	1,485 +1,019	+219%	+$58.8K	0.03%	161
2016 Q1	$26K	Sell	466 -11	-2%	-$586	0.01%	248
2015 Q4	$24K	Sell	477 -840	-64%	-$42.6K	0.01%	269
2015 Q3	$66K	Sell	1,317 -1,192	-48%	-$57.8K	0.03%	185
2015 Q2	$116K	Buy	2,509 +224	+10%	+$11.1K	0.04%	143
2015 Q1	$121K	Buy	+2,285	New	+$126K	0.05%	136

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

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

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

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

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

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

ACB

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

Bruderman Asset Management's ALE Position: Q2 2019 in Review

Bruderman Asset Management sold out of Allete (ALE) in Q2 2019, closing a stake of 251 shares — an estimated $21K sold.

Bruderman Asset Management first reported a position in ALE in Q1 2015 and held it in 14 quarters. The position peaked at $184K in Q1 2018. 299 funds tracked by Wall St. Rank hold ALE as of Q2 2019.

Bruderman Asset Management reported no remaining Allete position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 251 Allete shares in Q2 2019, an estimated $21K.
Bruderman Asset Management first reported a position in Allete in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Allete position peaked at $184K in Q1 2018.
299 funds tracked by Wall St. Rank held Allete as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.