Burt Wealth Advisors’s Allete ALE Stock Holding History

Burt 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
2017 Q3	–	Sell	-133	Closed	-$9K	–	351
2017 Q2	$9K	Buy	+133	New	+$9.44K	0.01%	296

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Burt Wealth Advisors's ALE Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Allete (ALE) in Q3 2017, closing a stake of 133 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in ALE in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 257 funds tracked by Wall St. Rank hold ALE as of Q3 2017.

Burt Wealth Advisors reported no remaining Allete position as of Q3 2017 after selling out during the quarter.
Burt Wealth Advisors sold 133 Allete shares in Q3 2017, an estimated $9K.
Burt Wealth Advisors first reported a position in Allete in Q2 2017 and held it in 1 quarter.
Burt Wealth Advisors's Allete position peaked at $9K in Q2 2017.
257 funds tracked by Wall St. Rank held Allete as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.