RNS
ALE

Robert N. Shapiro’s Allete ALE Stock Holding History

Robert N. Shapiro’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
2014
Q2 		– Sell
-100
Closed -$5K – 764
2014
Q1 		$5K Buy
+100
New +$5.01K ﹤0.01% 678
2013
Q4 		– Sell
-900
Closed -$43K – 762
2013
Q3 		$43K Hold
900
– – 0.01% 633
2013
Q2 		$45K Buy
+900
New +$44.5K 0.01% 585

Other funds holding ALE

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Robert N. Shapiro's ALE Position: Q2 2014 in Review

Robert N. Shapiro sold out of Allete (ALE) in Q2 2014, closing a stake of 100 shares — an estimated $5K sold.

Robert N. Shapiro first reported a position in ALE in Q2 2013 and held it in 3 quarters. The position peaked at $45K in Q2 2013. 189 funds tracked by Wall St. Rank hold ALE as of Q2 2014.

  • Robert N. Shapiro reported no remaining Allete position as of Q2 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 100 Allete shares in Q2 2014, an estimated $5K.
  • Robert N. Shapiro first reported a position in Allete in Q2 2013 and held it in 3 quarters.
  • Robert N. Shapiro's Allete position peaked at $45K in Q2 2013.
  • 189 funds tracked by Wall St. Rank held Allete as of Q2 2014.

Based on Robert N. Shapiro's 13F filing for Q2 2014, filed 11 Sep 2014.