FWIA
ALE

Fort Washington Investment Advisors’s Allete ALE Stock Holding History

Fort Washington Investment Advisors’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
2015
Q2 		– Sell
-6,300
Closed -$332K – 425
2015
Q1 		$332K Buy
6,300
+1,300
+26% +$71.4K 0.01% 369
2014
Q4 		$276K Buy
+5,000
New +$256K 0.01% 395

Other funds holding ALE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fort Washington Investment Advisors's ALE Position: Q2 2015 in Review

Fort Washington Investment Advisors sold out of Allete (ALE) in Q2 2015, closing a stake of 6,300 shares — an estimated $332K sold.

Fort Washington Investment Advisors first reported a position in ALE in Q4 2014 and held it in 2 quarters. The position peaked at $332K in Q1 2015. 212 funds tracked by Wall St. Rank hold ALE as of Q2 2015.

  • Fort Washington Investment Advisors reported no remaining Allete position as of Q2 2015 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 6,300 Allete shares in Q2 2015, an estimated $332K.
  • Fort Washington Investment Advisors first reported a position in Allete in Q4 2014 and held it in 2 quarters.
  • Fort Washington Investment Advisors's Allete position peaked at $332K in Q1 2015.
  • 212 funds tracked by Wall St. Rank held Allete as of Q2 2015.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.