GGPS
ALE

Gary Goldberg Planning Services’s Allete ALE Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$135K Buy
2,453
+430
+21% +$22K 0.06% 127
2014
Q3 		$90K Buy
2,023
+1,005
+99% +$48.1K 0.04% 166
2014
Q2 		$52K Sell
1,018
-105
-9% -$5.28K 0.02% 214
2014
Q1 		$59K Buy
1,123
+5
+0.4% +$250 0.03% 202
2013
Q4 		$56K Buy
1,118
+215
+24% +$10.6K 0.03% 194
2013
Q3 		$44K Buy
903
+8
+0.9% +$399 0.03% 208
2013
Q2 		$45K Buy
+895
New +$44.3K 0.03% 194

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's ALE Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Allete (ALE) stake by 21% in Q4 2014, buying an estimated $22K and bringing the position to 2,453 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #127.

Gary Goldberg Planning Services first reported a position in ALE in Q2 2013 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold ALE as of Q4 2014.

  • Gary Goldberg Planning Services held 2,453 shares of Allete worth $135K as of Q4 2014.
  • Gary Goldberg Planning Services bought 430 Allete shares in Q4 2014, an estimated $22K.
  • Allete made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #127 holding.
  • Gary Goldberg Planning Services first reported a position in Allete in Q2 2013 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held Allete as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.