McAdam LLC’s Allete ALE Stock Holding History

McAdam LLC’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 Q4	–	Sell	-180	Closed	-$14K	–	75
2018 Q3	$14K	Hold	180	–	–	0.01%	300
2018 Q2	$14K	Sell	180 -19	-10%	-$1.42K	0.01%	292
2018 Q1	$14K	Buy	+199	New	+$14.1K	0.01%	288

Other funds holding ALE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McAdam LLC's ALE Position: Q4 2018 in Review

McAdam LLC sold out of Allete (ALE) in Q4 2018, closing a stake of 180 shares — an estimated $14K sold.

McAdam LLC first reported a position in ALE in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 287 funds tracked by Wall St. Rank hold ALE as of Q4 2018.

McAdam LLC reported no remaining Allete position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 180 Allete shares in Q4 2018, an estimated $14K.
McAdam LLC first reported a position in Allete in Q1 2018 and held it in 3 quarters.
McAdam LLC's Allete position peaked at $14K in Q3 2018.
287 funds tracked by Wall St. Rank held Allete as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.