RIA
ALE

Regal Investment Advisors’s Allete ALE Stock Holding History

Regal 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
2015
Q4 		– Sell
-200
Closed -$10K – 283
2015
Q3 		$10K Hold
200
– – ﹤0.01% 684
2015
Q2 		$9K Hold
200
– – ﹤0.01% 662
2015
Q1 		$11K Buy
+200
New +$11K ﹤0.01% 663

Other funds holding ALE

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's ALE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Allete (ALE) in Q4 2015, closing a stake of 200 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in ALE in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 225 funds tracked by Wall St. Rank hold ALE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Allete position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Allete shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in Allete in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Allete position peaked at $11K in Q1 2015.
  • 225 funds tracked by Wall St. Rank held Allete as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.