HHGA
ALE

Halbert Hargrove Global Advisors’s Allete ALE Stock Holding History

Halbert Hargrove Global 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
2014
Q3 		– Sell
-1,203
Closed -$391K – 145
2014
Q2 		$391K Buy
+1,203
New +$60.5K 0.12% 65

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's ALE Position: Q3 2014 in Review

Halbert Hargrove Global Advisors sold out of Allete (ALE) in Q3 2014, closing a stake of 1,203 shares — an estimated $391K sold.

Halbert Hargrove Global Advisors first reported a position in ALE in Q2 2014 and held it in 1 quarter. The position peaked at $391K in Q2 2014. 196 funds tracked by Wall St. Rank hold ALE as of Q3 2014.

  • Halbert Hargrove Global Advisors reported no remaining Allete position as of Q3 2014 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1,203 Allete shares in Q3 2014, an estimated $391K.
  • Halbert Hargrove Global Advisors first reported a position in Allete in Q2 2014 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Allete position peaked at $391K in Q2 2014.
  • 196 funds tracked by Wall St. Rank held Allete as of Q3 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.