Commonwealth Equity Services
ALU

Commonwealth Equity Services’s Alcatel-Lucent ALU Stock Holding History

Commonwealth Equity Services’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
-36,180
Closed -$139K – 2310
2015
Q4 		$139K Sell
36,180
-15,015
-29% -$58K ﹤0.01% 1977
2015
Q3 		$187K Sell
51,195
-3,091
-6% -$10.8K ﹤0.01% 1860
2015
Q2 		$197K Buy
54,286
+3,637
+7% +$14K ﹤0.01% 1941
2015
Q1 		$189K Buy
50,649
+6,118
+14% +$22.5K ﹤0.01% 1944
2014
Q4 		$158K Sell
44,531
-2,770
-6% -$8.64K ﹤0.01% 1909
2014
Q3 		$143K Buy
47,301
+907
+2% +$3.09K ﹤0.01% 1913
2014
Q2 		$165K Sell
46,394
-45
-0.1% -$174 ﹤0.01% 1861
2014
Q1 		$181K Buy
46,439
+2,008
+5% +$8.33K ﹤0.01% 1785
2013
Q4 		$195K Sell
44,431
-9,867
-18% -$38.8K ﹤0.01% 1702
2013
Q3 		$184K Sell
54,298
-42,842
-44% -$109K ﹤0.01% 1649
2013
Q2 		$170K Buy
+97,140
New +$145K ﹤0.01% 1610

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

Commonwealth Equity Services's ALU Position: Q1 2016 in Review

Commonwealth Equity Services sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 36,180 shares — an estimated $139K sold.

Commonwealth Equity Services first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $197K in Q2 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Commonwealth Equity Services reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 36,180 Alcatel-Lucent shares in Q1 2016, an estimated $139K.
  • Commonwealth Equity Services first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Commonwealth Equity Services's Alcatel-Lucent position peaked at $197K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Commonwealth Equity Services's 13F filing for Q1 2016, filed 27 Apr 2016.