YorkBridge Wealth Partners’s Allete ALE Stock Holding History

YorkBridge 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
2017 Q1	–	Sell	-185	Closed	-$12K	–	871
2016 Q4	$12K	Buy	+185	New	+$11.3K	0.01%	551

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

YorkBridge Wealth Partners's ALE Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Allete (ALE) in Q1 2017, closing a stake of 185 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in ALE in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 266 funds tracked by Wall St. Rank hold ALE as of Q1 2017.

YorkBridge Wealth Partners reported no remaining Allete position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 185 Allete shares in Q1 2017, an estimated $12K.
YorkBridge Wealth Partners first reported a position in Allete in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's Allete position peaked at $12K in Q4 2016.
266 funds tracked by Wall St. Rank held Allete as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.