FGAM
ALE

Financial Gravity Asset Management’s Allete ALE Stock Holding History

Financial Gravity 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
2018
Q3 		$2K Sell
20
-5
-20% -$384 ﹤0.01% 919
2018
Q2 		$2K Sell
25
-17
-40% -$1.27K ﹤0.01% 949
2018
Q1 		$3K Buy
+42
New +$2.97K ﹤0.01% 822

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's ALE Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its Allete (ALE) stake by 20% in Q3 2018, selling an estimated $384 and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Financial Gravity Asset Management first reported a position in ALE in Q1 2018 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 302 funds tracked by Wall St. Rank hold ALE as of Q3 2018.

  • Financial Gravity Asset Management held 20 shares of Allete worth $2K as of Q3 2018.
  • Financial Gravity Asset Management sold 5 Allete shares in Q3 2018, an estimated $384.
  • Allete made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #919 holding.
  • Financial Gravity Asset Management first reported a position in Allete in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Allete position peaked at $3K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Allete as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.