Stratos Wealth Partners’s Allete ALE Stock Holding History

Stratos Wealth Partners’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 Q2	–	Sell	-479	Closed	-$35K	–	1015
2018 Q1	$35K	Hold	479	–	–	﹤0.01%	1762
2017 Q4	$36K	Buy	+479	New	+$37.3K	﹤0.01%	1667

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

Goldman Sachs New York $871B AUM 31.28% 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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

Stratos Wealth Partners's ALE Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Allete (ALE) in Q2 2018, closing a stake of 479 shares — an estimated $35K sold.

Stratos Wealth Partners first reported a position in ALE in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q4 2017. 295 funds tracked by Wall St. Rank hold ALE as of Q2 2018.

Stratos Wealth Partners reported no remaining Allete position as of Q2 2018 after selling out during the quarter.
Stratos Wealth Partners sold 479 Allete shares in Q2 2018, an estimated $35K.
Stratos Wealth Partners first reported a position in Allete in Q4 2017 and held it in 2 quarters.
Stratos Wealth Partners's Allete position peaked at $36K in Q4 2017.
295 funds tracked by Wall St. Rank held Allete as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.