FIM
ALE

Freedom Investment Management’s Allete ALE Stock Holding History

Freedom Investment 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 		– Sell
-2,600
Closed -$201K – 902
2018
Q2 		$201K Buy
+2,600
New +$195K 0.01% 894
2016
Q4 		– Sell
-4,224
Closed -$252K – 978
2016
Q3 		$252K Buy
+4,224
New +$261K 0.02% 717

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

Freedom Investment Management's ALE Position: Q3 2018 in Review

Freedom Investment Management sold out of Allete (ALE) in Q3 2018, closing a stake of 2,600 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in ALE in Q3 2016 and held it in 2 quarters. The position peaked at $252K in Q3 2016. 302 funds tracked by Wall St. Rank hold ALE as of Q3 2018.

  • Freedom Investment Management reported no remaining Allete position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 2,600 Allete shares in Q3 2018, an estimated $201K.
  • Freedom Investment Management first reported a position in Allete in Q3 2016 and held it in 2 quarters.
  • Freedom Investment Management's Allete position peaked at $252K in Q3 2016.
  • 302 funds tracked by Wall St. Rank held Allete as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.