CA
ALU

CapWealth Advisors’s Alcatel-Lucent ALU Stock Holding History

CapWealth 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
2014
Q4 		– Sell
-45
Closed – – 332
2014
Q3 		$0 Sell
45
-97
-68% -$331 ﹤0.01% 405
2014
Q2 		$1K Buy
142
+97
+216% +$374 ﹤0.01% 346
2014
Q1 		$0 Hold
45
– – ﹤0.01% 383
2013
Q4 		$0 Sell
45
-2
-4% -$8 ﹤0.01% 432
2013
Q3 		$0 Hold
47
– – ﹤0.01% 475
2013
Q2 		$0 Buy
+47
New +$70 ﹤0.01% 448

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CapWealth Advisors's ALU Position: Q4 2014 in Review

CapWealth Advisors sold out of Alcatel-Lucent (ALU) in Q4 2014, closing a stake of 45 shares.

CapWealth Advisors first reported a position in ALU in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q2 2014. 257 funds tracked by Wall St. Rank hold ALU as of Q4 2014.

  • CapWealth Advisors reported no remaining Alcatel-Lucent position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 45 Alcatel-Lucent shares in Q4 2014.
  • CapWealth Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 6 quarters.
  • CapWealth Advisors's Alcatel-Lucent position peaked at $1K in Q2 2014.
  • 257 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.