Aviva
ALU

Aviva’s Alcatel-Lucent ALU Stock Holding History

Aviva’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
-17,658
Closed -$64K – 845
2015
Q3 		$64K Hold
17,658
– – ﹤0.01% 822
2015
Q2 		$64K Hold
17,658
– – ﹤0.01% 812
2015
Q1 		$66K Hold
17,658
– – ﹤0.01% 818
2014
Q4 		$63K Hold
17,658
– – ﹤0.01% 838
2014
Q3 		$54K Hold
17,658
– – ﹤0.01% 838
2014
Q2 		$63K Hold
17,658
– – ﹤0.01% 821
2014
Q1 		$69K Hold
17,658
– – ﹤0.01% 806
2013
Q4 		$78K Sell
17,658
-706
-4% -$2.77K ﹤0.01% 807
2013
Q3 		$62K Sell
18,364
-629,408
-97% -$1.61M ﹤0.01% 833
2013
Q2 		$1.13M Buy
+647,772
New +$967K 0.01% 750

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

Aviva's ALU Position: Q4 2015 in Review

Aviva sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 17,658 shares — an estimated $64K sold.

Aviva first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $1.13M in Q2 2013. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Aviva reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Aviva sold 17,658 Alcatel-Lucent shares in Q4 2015, an estimated $64K.
  • Aviva first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • Aviva's Alcatel-Lucent position peaked at $1.13M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Aviva's 13F filing for Q4 2015, filed 11 Feb 2016.