CFA
ALU

Carroll Financial Associates’s Alcatel-Lucent ALU Stock Holding History

Carroll Financial 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
Q2 		– Sell
-393
Closed -$1K – 1292
2016
Q1 		$1K Sell
393
-888
-69% -$3.26K ﹤0.01% 1110
2015
Q4 		$4K Sell
1,281
-38
-3% -$147 ﹤0.01% 937
2015
Q3 		$4K Sell
1,319
-59
-4% -$207 ﹤0.01% 911
2015
Q2 		$5K Buy
1,378
+106
+8% +$407 ﹤0.01% 874
2015
Q1 		$5K Buy
1,272
+945
+289% +$3.47K ﹤0.01% 646
2014
Q4 		$1K Sell
327
-108
-25% -$337 ﹤0.01% 721
2014
Q3 		$1K Sell
435
-963
-69% -$3.28K ﹤0.01% 814
2014
Q2 		$5K Buy
1,398
+255
+22% +$983 ﹤0.01% 721
2014
Q1 		$4K Sell
1,143
-60
-5% -$249 ﹤0.01% 700
2013
Q4 		$5K Sell
1,203
-115
-9% -$452 ﹤0.01% 618
2013
Q3 		$4K Buy
+1,318
New +$3.37K ﹤0.01% 640

Carroll Financial Associates's ALU Position: Q2 2016 in Review

Carroll Financial Associates sold out of Alcatel-Lucent (ALU) in Q2 2016, closing a stake of 393 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in ALU in Q3 2013 and held it in 11 quarters. The position peaked at $5K in Q2 2015. 0 funds tracked by Wall St. Rank hold ALU as of Q2 2016.

  • Carroll Financial Associates reported no remaining Alcatel-Lucent position as of Q2 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 393 Alcatel-Lucent shares in Q2 2016, an estimated $1K.
  • Carroll Financial Associates first reported a position in Alcatel-Lucent in Q3 2013 and held it in 11 quarters.
  • Carroll Financial Associates's Alcatel-Lucent position peaked at $5K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2016.

Based on Carroll Financial Associates's 13F filing for Q2 2016, filed 18 Jul 2016.