BFEC
ALU

Benjamin F. Edwards & Company’s Alcatel-Lucent ALU Stock Holding History

Benjamin F. Edwards & Company’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
-36
Closed – – 1256
2015
Q4 		$0 Sell
36
-3
-8% -$12 ﹤0.01% 1300
2015
Q3 		$0 Sell
39
-103
-73% -$361 ﹤0.01% 1222
2015
Q2 		$1K Sell
142
-3
-2% -$12 ﹤0.01% 1154
2015
Q1 		$1K Buy
145
+3
+2% +$11 ﹤0.01% 1115
2014
Q4 		$1K Hold
142
– – ﹤0.01% 1007
2014
Q3 		$0 Hold
142
– – ﹤0.01% 1018
2014
Q2 		$1K Hold
142
– – ﹤0.01% 917
2014
Q1 		$1K Sell
142
-68
-32% -$282 ﹤0.01% 885
2013
Q4 		$1K Buy
210
+62
+42% +$244 ﹤0.01% 925
2013
Q3 		$1K Buy
148
+38
+35% +$97 ﹤0.01% 823
2013
Q2 		$0 Buy
+110
New +$164 ﹤0.01% 813

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 20.21% 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 $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Benjamin F. Edwards & Company's ALU Position: Q1 2016 in Review

Benjamin F. Edwards & Company sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 36 shares.

Benjamin F. Edwards & Company first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $1K in Q2 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Benjamin F. Edwards & Company reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 36 Alcatel-Lucent shares in Q1 2016.
  • Benjamin F. Edwards & Company first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Benjamin F. Edwards & Company's Alcatel-Lucent position peaked at $1K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2016, filed 13 Apr 2016.