OIA
ALE

OneDigital Investment Advisors’s Allete ALE Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-1,492
Closed -$112K – 1102
2018
Q3 		$112K Hold
1,492
– – 0.03% 262
2018
Q2 		$115K Hold
1,492
– – 0.02% 312
2018
Q1 		$108K Hold
1,492
– – 0.02% 323
2017
Q4 		$111K Buy
+1,492
New +$116K 0.01% 314
2017
Q3 		– Sell
-1,492
Closed -$107K – 1034
2017
Q2 		$107K Buy
+1,492
New +$106K 0.03% 298

Other funds holding ALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OneDigital Investment Advisors's ALE Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Allete (ALE) in Q4 2018, closing a stake of 1,492 shares — an estimated $112K sold.

OneDigital Investment Advisors first reported a position in ALE in Q2 2017 and held it in 5 quarters. The position peaked at $115K in Q2 2018. 287 funds tracked by Wall St. Rank hold ALE as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Allete position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,492 Allete shares in Q4 2018, an estimated $112K.
  • OneDigital Investment Advisors first reported a position in Allete in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Allete position peaked at $115K in Q2 2018.
  • 287 funds tracked by Wall St. Rank held Allete as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.