ClearBridge Investments
ALU

ClearBridge Investments’s Alcatel-Lucent ALU Stock Holding History

ClearBridge Investments’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
-3,736
Closed -$14K – 1128
2015
Q4 		$14K Sell
3,736
-12
-0.3% -$46 ﹤0.01% 1008
2015
Q3 		$14K Hold
3,748
– – ﹤0.01% 1049
2015
Q2 		$14K Hold
3,748
– – ﹤0.01% 1053
2015
Q1 		$14K Sell
3,748
-7,836
-68% -$28.8K ﹤0.01% 1091
2014
Q4 		$41K Buy
11,584
+202
+2% +$630 ﹤0.01% 993
2014
Q3 		$34K Buy
11,382
+109
+1% +$372 ﹤0.01% 1003
2014
Q2 		$40K Sell
11,273
-358
-3% -$1.38K ﹤0.01% 1013
2014
Q1 		$45K Sell
11,631
-108
-0.9% -$448 ﹤0.01% 960
2013
Q4 		$52K Buy
11,739
+7,286
+164% +$28.6K ﹤0.01% 924
2013
Q3 		$15K Sell
4,453
-10
-0.2% -$26 ﹤0.01% 999
2013
Q2 		$8K Buy
+4,463
New +$6.67K ﹤0.01% 1036

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

ClearBridge Investments's ALU Position: Q1 2016 in Review

ClearBridge Investments sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 3,736 shares — an estimated $14K sold.

ClearBridge Investments first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $52K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • ClearBridge Investments reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • ClearBridge Investments sold 3,736 Alcatel-Lucent shares in Q1 2016, an estimated $14K.
  • ClearBridge Investments first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • ClearBridge Investments's Alcatel-Lucent position peaked at $52K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on ClearBridge Investments's 13F filing for Q1 2016, filed 16 May 2016.