EMFAT
ALE

Emerald Mutual Fund Advisers Trust’s Allete ALE Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q4 		– Sell
-380
Closed -$20K – 233
2020
Q3 		$20K Sell
380
-16
-4% -$892 ﹤0.01% 294
2020
Q2 		$22K Buy
+396
New +$22.5K ﹤0.01% 299

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ALE Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Allete (ALE) in Q4 2020, closing a stake of 380 shares — an estimated $20K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ALE in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 267 funds tracked by Wall St. Rank hold ALE as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Allete position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 380 Allete shares in Q4 2020, an estimated $20K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Allete in Q2 2020 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Allete position peaked at $22K in Q2 2020.
  • 267 funds tracked by Wall St. Rank held Allete as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.