WAM
ALE

Wealthspire Advisors (Maryland)’s Allete ALE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-984
Closed -$81K – 507
2019
Q1 		$81K Sell
984
-300
-23% -$23.6K 0.01% 713
2018
Q4 		$98K Buy
1,284
+13
+1% +$1.01K 0.01% 606
2018
Q3 		$95K Hold
1,271
– – 0.01% 708
2018
Q2 		$98K Hold
1,271
– – 0.01% 711
2018
Q1 		$92K Sell
1,271
-50
-4% -$3.53K 0.01% 746
2017
Q4 		$98K Sell
1,321
-555
-30% -$43.2K 0.01% 720
2017
Q3 		$145K Buy
1,876
+4
+0.2% +$299 0.02% 577
2017
Q2 		$134K Buy
1,872
+49
+3% +$3.48K 0.02% 585
2017
Q1 		$123K Sell
1,823
-87
-5% -$5.7K 0.02% 523
2016
Q4 		$123K Sell
1,910
-165
-8% -$10.1K 0.02% 509
2016
Q3 		$124K Sell
2,075
-162
-7% -$10K 0.02% 506
2016
Q2 		$145K Sell
2,237
-173
-7% -$9.98K 0.02% 452
2016
Q1 		$135K Buy
2,410
+73
+3% +$3.89K 0.02% 452
2015
Q4 		$119K Buy
+2,337
New +$119K 0.02% 481

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Allete (ALE) in Q2 2019, closing a stake of 984 shares — an estimated $81K sold.

Wealthspire Advisors (Maryland) first reported a position in ALE in Q4 2015 and held it in 14 quarters. The position peaked at $145K in Q3 2017. 299 funds tracked by Wall St. Rank hold ALE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Allete position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 984 Allete shares in Q2 2019, an estimated $81K.
  • Wealthspire Advisors (Maryland) first reported a position in Allete in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Allete position peaked at $145K in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Allete as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.