LFA
ALE

Legacy Financial Advisors’s Allete ALE Stock Holding History

Legacy Financial 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
Q2 		– Sell
-80
Closed -$7K – 148
2019
Q1 		$7K Hold
80
– – ﹤0.01% 683
2018
Q4 		$6K Hold
80
– – ﹤0.01% 684
2018
Q3 		$6K Hold
80
– – ﹤0.01% 635
2018
Q2 		$6K Hold
80
– – ﹤0.01% 642
2018
Q1 		$5K Hold
80
– – ﹤0.01% 620
2017
Q4 		$5K Buy
+80
New +$6.22K ﹤0.01% 620

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Legacy Financial Advisors's ALE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Allete (ALE) in Q2 2019, closing a stake of 80 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in ALE in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 299 funds tracked by Wall St. Rank hold ALE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Allete position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 80 Allete shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Allete in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Allete position peaked at $7K in Q1 2019.
  • 299 funds tracked by Wall St. Rank held Allete as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.