AP
ALU

Advisor Partners’s Alcatel-Lucent ALU Stock Holding History

Advisor Partners’s Portfolio ALU Stock Details ALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-22,363
Closed -$86K – 431
2015
Q4 		$86K Buy
22,363
+3,260
+17% +$12.6K 0.03% 338
2015
Q3 		$70K Buy
+19,103
New +$66.9K 0.03% 310

Other funds holding ALU

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Advisor Partners's ALU Position: Q1 2016 in Review

Advisor Partners sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 22,363 shares — an estimated $86K sold.

Advisor Partners first reported a position in ALU in Q3 2015 and held it in 2 quarters. The position peaked at $86K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Advisor Partners reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Advisor Partners sold 22,363 Alcatel-Lucent shares in Q1 2016, an estimated $86K.
  • Advisor Partners first reported a position in Alcatel-Lucent in Q3 2015 and held it in 2 quarters.
  • Advisor Partners's Alcatel-Lucent position peaked at $86K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Advisor Partners's 13F filing for Q1 2016, filed 11 May 2016.