LA
ALE

Lucus Advisors’s Allete ALE Stock Holding History

Lucus 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
2018
Q1 		$238K Buy
+3,292
New +$232K 0.41% 33

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Lucus Advisors's ALE Position: Q1 2018 in Review

Lucus Advisors opened a new position in Allete (ALE) in Q1 2018: 3,292 shares worth $238K. The stake represents 0.41% of the portfolio and ranks #33 among its holdings.

293 funds tracked by Wall St. Rank hold ALE as of Q1 2018.

  • Lucus Advisors held 3,292 shares of Allete worth $238K as of Q1 2018.
  • Allete was a new Lucus Advisors position in Q1 2018.
  • Allete made up 0.41% of Lucus Advisors's portfolio in Q1 2018, its #33 holding.
  • 293 funds tracked by Wall St. Rank held Allete as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.