Ropes Wealth Advisors’s Allete ALE Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-67	Closed	-$5K	–	588
2017 Q4	$5K	Buy	67 +30	+81%	+$2.33K	﹤0.01%	603
2017 Q3	$3K	Buy	+37	New	+$2.77K	﹤0.01%	637

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Ropes Wealth Advisors's ALE Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Allete (ALE) in Q1 2018, closing a stake of 67 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in ALE in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 293 funds tracked by Wall St. Rank hold ALE as of Q1 2018.

Ropes Wealth Advisors reported no remaining Allete position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 67 Allete shares in Q1 2018, an estimated $5K.
Ropes Wealth Advisors first reported a position in Allete in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Allete position peaked at $5K in Q4 2017.
293 funds tracked by Wall St. Rank held Allete as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.