One Wealth Advisors’s Allete ALE Stock Holding History

One Wealth 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	-17	Closed	-$1K	–	133
2019 Q1	$1K	Buy	+17	New	+$1.34K	﹤0.01%	517
2018 Q4	–	Sell	-32	Closed	-$2K	–	118
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	494
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	494
2018 Q1	$2K	Hold	32	–	–	﹤0.01%	468
2017 Q4	$2K	Buy	+32	New	+$2.49K	﹤0.01%	508

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

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

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

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

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

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

One Wealth Advisors's ALE Position: Q2 2019 in Review

One Wealth Advisors sold out of Allete (ALE) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

One Wealth Advisors first reported a position in ALE in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 299 funds tracked by Wall St. Rank hold ALE as of Q2 2019.

One Wealth Advisors reported no remaining Allete position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 17 Allete shares in Q2 2019, an estimated $1K.
One Wealth Advisors first reported a position in Allete in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Allete position peaked at $2K in Q3 2018.
299 funds tracked by Wall St. Rank held Allete as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.