LA
ALE

Lynch & Associates’s Allete ALE Stock Holding History

Lynch & Associates’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
2013
Q4 		– Sell
-5,975
Closed -$289K – 96
2013
Q3 		$289K Sell
5,975
-125
-2% -$6.23K 0.19% 84
2013
Q2 		$304K Buy
+6,100
New +$302K 0.21% 83

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Lynch & Associates's ALE Position: Q4 2013 in Review

Lynch & Associates sold out of Allete (ALE) in Q4 2013, closing a stake of 5,975 shares — an estimated $289K sold.

Lynch & Associates first reported a position in ALE in Q2 2013 and held it in 2 quarters. The position peaked at $304K in Q2 2013. 173 funds tracked by Wall St. Rank hold ALE as of Q4 2013.

  • Lynch & Associates reported no remaining Allete position as of Q4 2013 after selling out during the quarter.
  • Lynch & Associates sold 5,975 Allete shares in Q4 2013, an estimated $289K.
  • Lynch & Associates first reported a position in Allete in Q2 2013 and held it in 2 quarters.
  • Lynch & Associates's Allete position peaked at $304K in Q2 2013.
  • 173 funds tracked by Wall St. Rank held Allete as of Q4 2013.

Based on Lynch & Associates's 13F filing for Q4 2013, filed 22 Jan 2014.