BWA
ALU

Burt Wealth Advisors’s Alcatel-Lucent ALU Stock Holding History

Burt 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
2016
Q2 		– Sell
-42
Closed -$1K – 617
2016
Q1 		$1K Hold
42
– – ﹤0.01% 607
2015
Q4 		$0 Buy
42
+39
+1,300% +$151 ﹤0.01% 548
2015
Q3 		$0 Hold
3
– – ﹤0.01% 418
2015
Q2 		$12K Hold
3
– – 0.01% 256
2015
Q1 		$0 Hold
3
– – ﹤0.01% 378
2014
Q4 		$1K Buy
+3
New +$9 ﹤0.01% 354

Burt Wealth Advisors's ALU Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Alcatel-Lucent (ALU) in Q2 2016, closing a stake of 42 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in ALU in Q4 2014 and held it in 6 quarters. The position peaked at $12K in Q2 2015. 0 funds tracked by Wall St. Rank hold ALU as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Alcatel-Lucent position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 42 Alcatel-Lucent shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Alcatel-Lucent in Q4 2014 and held it in 6 quarters.
  • Burt Wealth Advisors's Alcatel-Lucent position peaked at $12K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.