AWS
ALU

Aris Wealth Services’s Alcatel-Lucent ALU Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Sell
478
-75
-14% -$263 ﹤0.01% 344
2015
Q2 		$2K Buy
553
+75
+16% +$288 ﹤0.01% 476
2015
Q1 		$2K Buy
+478
New +$1.76K ﹤0.01% 497

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's ALU Position: Q3 2015 in Review

Aris Wealth Services reduced its Alcatel-Lucent (ALU) stake by 14% in Q3 2015, selling an estimated $263 and leaving 478 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Aris Wealth Services first reported a position in ALU in Q1 2015 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold ALU as of Q3 2015.

  • Aris Wealth Services held 478 shares of Alcatel-Lucent worth $2K as of Q3 2015.
  • Aris Wealth Services sold 75 Alcatel-Lucent shares in Q3 2015, an estimated $263.
  • Alcatel-Lucent made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #344 holding.
  • Aris Wealth Services first reported a position in Alcatel-Lucent in Q1 2015 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.