BRM
ALU

Boston Research & Management’s Alcatel-Lucent ALU Stock Holding History

Boston Research & Management’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
2014
Q3 		– Sell
-48,607
Closed -$173K – 102
2014
Q2 		$173K Buy
+48,607
New +$187K 0.12% 99

Other funds holding ALU

RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Boston Research & Management's ALU Position: Q3 2014 in Review

Boston Research & Management sold out of Alcatel-Lucent (ALU) in Q3 2014, closing a stake of 48,607 shares — an estimated $173K sold.

Boston Research & Management first reported a position in ALU in Q2 2014 and held it in 1 quarter. The position peaked at $173K in Q2 2014. 229 funds tracked by Wall St. Rank hold ALU as of Q3 2014.

  • Boston Research & Management reported no remaining Alcatel-Lucent position as of Q3 2014 after selling out during the quarter.
  • Boston Research & Management sold 48,607 Alcatel-Lucent shares in Q3 2014, an estimated $173K.
  • Boston Research & Management first reported a position in Alcatel-Lucent in Q2 2014 and held it in 1 quarter.
  • Boston Research & Management's Alcatel-Lucent position peaked at $173K in Q2 2014.
  • 229 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2014.

Based on Boston Research & Management's 13F filing for Q3 2014, filed 4 Nov 2014.