Stack Financial Management’s Allete ALE Stock Holding History

Stack Financial 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	-15,399	Closed	-$988K	–	55
2016 Q4	$988K	Buy	+15,399	New	+$941K	0.11%	52

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $3.91B AUM 34.32% 1-Year Est. Return

Stack Financial Management's ALE Position: Q1 2017 in Review

Stack Financial Management sold out of Allete (ALE) in Q1 2017, closing a stake of 15,399 shares — an estimated $988K sold.

Stack Financial Management first reported a position in ALE in Q4 2016 and held it in 1 quarter. The position peaked at $988K in Q4 2016. 266 funds tracked by Wall St. Rank hold ALE as of Q1 2017.

Stack Financial Management reported no remaining Allete position as of Q1 2017 after selling out during the quarter.
Stack Financial Management sold 15,399 Allete shares in Q1 2017, an estimated $988K.
Stack Financial Management first reported a position in Allete in Q4 2016 and held it in 1 quarter.
Stack Financial Management's Allete position peaked at $988K in Q4 2016.
266 funds tracked by Wall St. Rank held Allete as of Q1 2017.

Based on Stack Financial Management's 13F filing for Q1 2017, filed 5 May 2017.