EWM
ALE

Executive Wealth Management’s Allete ALE Stock Holding History

Executive 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
2019
Q3 		– Sell
-200
Closed -$17K – 152
2019
Q2 		$17K Hold
200
– – ﹤0.01% 491
2019
Q1 		$16K Hold
200
– – ﹤0.01% 458
2018
Q4 		$15K Buy
+200
New +$15.5K ﹤0.01% 479

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Executive Wealth Management's ALE Position: Q3 2019 in Review

Executive Wealth Management sold out of Allete (ALE) in Q3 2019, closing a stake of 200 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in ALE in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 292 funds tracked by Wall St. Rank hold ALE as of Q3 2019.

  • Executive Wealth Management reported no remaining Allete position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 200 Allete shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Allete in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Allete position peaked at $17K in Q2 2019.
  • 292 funds tracked by Wall St. Rank held Allete as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.