BKA
ALU

Brick & Kyle Associates’s Alcatel-Lucent ALU Stock Holding History

Brick & Kyle Associates’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
-25
Closed – – 446
2015
Q4 		$0 Sell
25
-165
-87% -$637 ﹤0.01% 453
2015
Q3 		$1K Hold
190
– – ﹤0.01% 422
2015
Q2 		$1K Hold
190
– – ﹤0.01% 446
2015
Q1 		$1K Hold
190
– – ﹤0.01% 447
2014
Q4 		$1K Buy
+190
New +$592 ﹤0.01% 431

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

Brick & Kyle Associates's ALU Position: Q1 2016 in Review

Brick & Kyle Associates sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 25 shares.

Brick & Kyle Associates first reported a position in ALU in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q3 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Brick & Kyle Associates reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Brick & Kyle Associates sold 25 Alcatel-Lucent shares in Q1 2016.
  • Brick & Kyle Associates first reported a position in Alcatel-Lucent in Q4 2014 and held it in 5 quarters.
  • Brick & Kyle Associates's Alcatel-Lucent position peaked at $1K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Brick & Kyle Associates's 13F filing for Q1 2016, filed 4 May 2016.