PFGIA
ALE

Patriot Financial Group Insurance Agency’s Allete ALE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-11
Closed -$1K – 1645
2020
Q1 		$1K Hold
11
– – ﹤0.01% 1382
2019
Q4 		$1K Hold
11
– – ﹤0.01% 1164
2019
Q3 		$1K Hold
11
– – ﹤0.01% 1143
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1174
2019
Q1 		$1K Hold
11
– – ﹤0.01% 1071
2018
Q4 		$1K Buy
+11
New +$851 ﹤0.01% 872

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $178B AUM 37.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALE Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Allete (ALE) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ALE in Q4 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 275 funds tracked by Wall St. Rank hold ALE as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Allete position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11 Allete shares in Q2 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Allete in Q4 2018 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Allete position peaked at $1K in Q1 2020.
  • 275 funds tracked by Wall St. Rank held Allete as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.