W
ALE

Wealthfront’s Allete ALE Stock Holding History

Wealthfront’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
-486
Closed -$25K – 324
2015
Q3 		$25K Buy
486
+401
+472% +$19.4K ﹤0.01% 671
2015
Q2 		$4K Buy
85
+58
+215% +$2.88K ﹤0.01% 1077
2015
Q1 		$1K Buy
27
+26
+2,600% +$1.43K ﹤0.01% 1076
2014
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 667

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

Wealthfront's ALE Position: Q4 2015 in Review

Wealthfront sold out of Allete (ALE) in Q4 2015, closing a stake of 486 shares — an estimated $25K sold.

Wealthfront first reported a position in ALE in Q4 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 225 funds tracked by Wall St. Rank hold ALE as of Q4 2015.

  • Wealthfront reported no remaining Allete position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 486 Allete shares in Q4 2015, an estimated $25K.
  • Wealthfront first reported a position in Allete in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Allete position peaked at $25K in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Allete as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.