Cornerstone Wealth Management’s Allete ALE Stock Holding History

Cornerstone Wealth 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
2018 Q4	–	Sell	-60,746	Closed	-$778K	–	356
2018 Q3	$778K	Buy	+60,746	New	+$4.66M	0.01%	778

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Cornerstone Wealth Management's ALE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Allete (ALE) in Q4 2018, closing a stake of 60,746 shares — an estimated $778K sold.

Cornerstone Wealth Management first reported a position in ALE in Q3 2018 and held it in 1 quarter. The position peaked at $778K in Q3 2018. 287 funds tracked by Wall St. Rank hold ALE as of Q4 2018.

Cornerstone Wealth Management reported no remaining Allete position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 60,746 Allete shares in Q4 2018, an estimated $778K.
Cornerstone Wealth Management first reported a position in Allete in Q3 2018 and held it in 1 quarter.
Cornerstone Wealth Management's Allete position peaked at $778K in Q3 2018.
287 funds tracked by Wall St. Rank held Allete as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.