BRWA
ALU

B. Riley Wealth Advisors’s Alcatel-Lucent ALU Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-3,184
Closed -$11 – 2561
2014
Q4 		$11 Buy
+3,184
New +$9.93K ﹤0.01% 2845
2014
Q3 		– Sell
-158,526
Closed -$282K – 2362
2014
Q2 		$282K Buy
158,526
+103,285
+187% +$398K 0.07% 333
2014
Q1 		$215K Sell
55,241
-1,953
-3% -$8.1K 0.07% 364
2013
Q4 		$252K Sell
57,194
-51,168
-47% -$201K 0.08% 284
2013
Q3 		$368K Buy
108,362
+1,111
+1% +$2.84K 0.13% 182
2013
Q2 		$188K Buy
+107,251
New +$160K 0.06% 349

Other funds holding ALU

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's ALU Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Alcatel-Lucent (ALU) in Q1 2015, closing a stake of 3,184 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in ALU in Q2 2013 and held it in 6 quarters. The position peaked at $368K in Q3 2013. 253 funds tracked by Wall St. Rank hold ALU as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Alcatel-Lucent position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,184 Alcatel-Lucent shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Alcatel-Lucent position peaked at $368K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.