APSP
ALU

Asset Planning Services (Pennsylvania)’s Alcatel-Lucent ALU Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-312
Closed -$1K – 247
2015
Q3 		$1K Hold
312
– – ﹤0.01% 230
2015
Q2 		$1K Buy
+312
New +$1.2K ﹤0.01% 240

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ALU Position: Q4 2015 in Review

Asset Planning Services (Pennsylvania) sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 312 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in ALU in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 312 Alcatel-Lucent shares in Q4 2015, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in Alcatel-Lucent in Q2 2015 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Alcatel-Lucent position peaked at $1K in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2015, filed 13 Jan 2017.