ACS
ALU

Archford Capital Strategies’s Alcatel-Lucent ALU Stock Holding History

Archford Capital Strategies’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
-177
Closed -$1K – 740
2015
Q4 		$1K Buy
177
+128
+261% +$494 ﹤0.01% 830
2015
Q3 		$0 Hold
49
– – ﹤0.01% 758
2015
Q2 		$0 Hold
49
– – ﹤0.01% 749
2015
Q1 		$183 Hold
49
– – ﹤0.01% 745
2014
Q4 		$0 Hold
49
– – ﹤0.01% 790
2014
Q3 		$0 Hold
49
– – ﹤0.01% 877
2014
Q2 		$174 Sell
49
-300
-86% -$1.16K ﹤0.01% 904
2014
Q1 		$1.36K Buy
+349
New +$1.45K ﹤0.01% 700

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 68.52% 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 $2.22B AUM 23.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Archford Capital Strategies's ALU Position: Q1 2016 in Review

Archford Capital Strategies sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 177 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in ALU in Q1 2014 and held it in 8 quarters. The position peaked at $1.36K in Q1 2014. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Archford Capital Strategies reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 177 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • Archford Capital Strategies first reported a position in Alcatel-Lucent in Q1 2014 and held it in 8 quarters.
  • Archford Capital Strategies's Alcatel-Lucent position peaked at $1.36K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.