FPFS
ALE

First Personal Financial Services’s Allete ALE Stock Holding History

First Personal Financial Services’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
-119
Closed -$10K – 546
2019
Q2 		$10K Hold
119
– – ﹤0.01% 497
2019
Q1 		$10K Hold
119
– – ﹤0.01% 490
2018
Q4 		$9K Hold
119
– – ﹤0.01% 476
2018
Q3 		$9K Buy
119
+30
+34% +$2.3K ﹤0.01% 504
2018
Q2 		$7K Sell
89
-100
-53% -$7.49K ﹤0.01% 532
2018
Q1 		$13K Sell
189
-3
-2% -$212 ﹤0.01% 721
2017
Q4 		$14K Buy
192
+78
+68% +$6.07K ﹤0.01% 715
2017
Q3 		$9K Buy
114
+2
+2% +$150 ﹤0.01% 719
2017
Q2 		$8K Buy
+112
New +$7.95K ﹤0.01% 738
2016
Q4 		– Sell
-114
Closed -$7K – 914
2016
Q3 		$7K Sell
114
-138
-55% -$8.52K ﹤0.01% 646
2016
Q2 		$16K Buy
+252
New +$14.5K 0.01% 456

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

First Personal Financial Services's ALE Position: Q3 2019 in Review

First Personal Financial Services sold out of Allete (ALE) in Q3 2019, closing a stake of 119 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in ALE in Q2 2016 and held it in 11 quarters. The position peaked at $16K in Q2 2016. 292 funds tracked by Wall St. Rank hold ALE as of Q3 2019.

  • First Personal Financial Services reported no remaining Allete position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 119 Allete shares in Q3 2019, an estimated $10K.
  • First Personal Financial Services first reported a position in Allete in Q2 2016 and held it in 11 quarters.
  • First Personal Financial Services's Allete position peaked at $16K in Q2 2016.
  • 292 funds tracked by Wall St. Rank held Allete as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.