JOYN Advisors’s Allete ALE Stock Holding History

JOYN 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
2019 Q1	–	Sell	-936	Closed	-$71K	–	160
2018 Q4	$71K	Sell	936 -63	-6%	-$4.87K	0.02%	249
2018 Q3	$75K	Buy	999 +4	+0.4%	+$307	0.01%	281
2018 Q2	$77K	Sell	995 -764	-43%	-$57.2K	0.02%	285
2018 Q1	$127K	Buy	+1,759	New	+$124K	0.03%	199

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

JOYN Advisors's ALE Position: Q1 2019 in Review

JOYN Advisors sold out of Allete (ALE) in Q1 2019, closing a stake of 936 shares — an estimated $71K sold.

JOYN Advisors first reported a position in ALE in Q1 2018 and held it in 4 quarters. The position peaked at $127K in Q1 2018. 303 funds tracked by Wall St. Rank hold ALE as of Q1 2019.

JOYN Advisors reported no remaining Allete position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 936 Allete shares in Q1 2019, an estimated $71K.
JOYN Advisors first reported a position in Allete in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Allete position peaked at $127K in Q1 2018.
303 funds tracked by Wall St. Rank held Allete as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.