FGC
ALE

Financial Gravity Companies’s Allete ALE Stock Holding History

Financial Gravity Companies’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 		$2K Buy
+21
New +$1.63K ﹤0.01% 887
2018
Q1 		$3K Buy
42
+34
+425% +$2.4K ﹤0.01% 822
2017
Q4 		$1K Buy
+8
New +$622 ﹤0.01% 1035

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Gravity Companies's ALE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Allete (ALE) in Q4 2018: 21 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ALE as recently as Q1 2018.

Financial Gravity Companies first reported a position in ALE in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 287 funds tracked by Wall St. Rank hold ALE as of Q4 2018.

  • Financial Gravity Companies held 21 shares of Allete worth $2K as of Q4 2018.
  • Allete was a new Financial Gravity Companies position in Q4 2018.
  • Allete made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #887 holding.
  • Financial Gravity Companies first reported a position in Allete in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Allete position peaked at $3K in Q1 2018.
  • 287 funds tracked by Wall St. Rank held Allete as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.