Raffa Wealth Management’s Allete ALE Stock Holding History

Raffa Wealth Management’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
2017 Q1	–	Sell	-25	Closed	-$1.6K	–	394
2016 Q4	$1.6K	Hold	25	–	–	﹤0.01%	316
2016 Q3	$1.49K	Hold	25	–	–	﹤0.01%	323
2016 Q2	$1.62K	Hold	25	–	–	﹤0.01%	294
2016 Q1	$1.4K	Hold	25	–	–	﹤0.01%	318
2015 Q4	$1.27K	Hold	25	–	–	﹤0.01%	338
2015 Q3	$1.26K	Hold	25	–	–	﹤0.01%	337
2015 Q2	$1.16K	Hold	25	–	–	﹤0.01%	352
2015 Q1	$1.32K	Hold	25	–	–	﹤0.01%	329
2014 Q4	$1.38K	Hold	25	–	–	﹤0.01%	294
2014 Q3	$1.11K	Buy	+25	New	+$1.2K	﹤0.01%	326
2014 Q1	–	Sell	-25	Closed	-$1.38K	–	293
2013 Q4	$1.38K	Buy	+25	New	+$1.24K	﹤0.01%	294

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Raffa Wealth Management's ALE Position: Q1 2017 in Review

Raffa Wealth Management sold out of Allete (ALE) in Q1 2017, closing a stake of 25 shares — an estimated $1.6K sold.

Raffa Wealth Management first reported a position in ALE in Q4 2013 and held it in 11 quarters. The position peaked at $1.62K in Q2 2016. 266 funds tracked by Wall St. Rank hold ALE as of Q1 2017.

Raffa Wealth Management reported no remaining Allete position as of Q1 2017 after selling out during the quarter.
Raffa Wealth Management sold 25 Allete shares in Q1 2017, an estimated $1.6K.
Raffa Wealth Management first reported a position in Allete in Q4 2013 and held it in 11 quarters.
Raffa Wealth Management's Allete position peaked at $1.62K in Q2 2016.
266 funds tracked by Wall St. Rank held Allete as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.