AA
ALU

ALPS Advisors’s Alcatel-Lucent ALU Stock Holding History

ALPS Advisors’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
-10,347
Closed -$40K – 821
2015
Q4 		$40K Sell
10,347
-1,127
-10% -$4.35K ﹤0.01% 680
2015
Q3 		$419 Buy
11,474
+26
+0.2% +$91 ﹤0.01% 665
2015
Q2 		$41K Buy
11,448
+352
+3% +$1.35K ﹤0.01% 680
2015
Q1 		$41K Buy
+11,096
New +$40.8K ﹤0.01% 659
2014
Q4 		– Sell
-12,353
Closed -$37K – 629
2014
Q3 		$37K Buy
+12,353
New +$42.1K ﹤0.01% 606

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

ALPS Advisors's ALU Position: Q1 2016 in Review

ALPS Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 10,347 shares — an estimated $40K sold.

ALPS Advisors first reported a position in ALU in Q3 2014 and held it in 5 quarters. The position peaked at $41K in Q2 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • ALPS Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • ALPS Advisors sold 10,347 Alcatel-Lucent shares in Q1 2016, an estimated $40K.
  • ALPS Advisors first reported a position in Alcatel-Lucent in Q3 2014 and held it in 5 quarters.
  • ALPS Advisors's Alcatel-Lucent position peaked at $41K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on ALPS Advisors's 13F filing for Q1 2016, filed 10 May 2016.