CWM
ALU

Concert Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-12,277
Closed -$46K – 771
2015
Q3 		$46K Buy
12,277
+1,068
+10% +$3.74K 0.01% 687
2015
Q2 		$42K Sell
11,209
-441
-4% -$1.69K 0.01% 687
2015
Q1 		$8K Buy
11,650
+78
+0.7% +$287 ﹤0.01% 478
2014
Q4 		$42K Buy
+11,572
New +$36.1K 0.01% 620
2014
Q3 		– Sell
-16,259
Closed -$52K – 591
2014
Q2 		$52K Sell
16,259
-1,590
-9% -$6.13K 0.01% 560
2014
Q1 		$70K Hold
17,849
– – 0.01% 549
2013
Q4 		$78K Sell
17,849
-9,304
-34% -$36.6K 0.01% 522
2013
Q3 		$93K Buy
27,153
+2,279
+9% +$5.82K 0.01% 516
2013
Q2 		$42K Buy
+24,874
New +$37.1K 0.01% 499

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Concert Wealth Management's ALU Position: Q4 2015 in Review

Concert Wealth Management sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 12,277 shares — an estimated $46K sold.

Concert Wealth Management first reported a position in ALU in Q2 2013 and held it in 9 quarters. The position peaked at $93K in Q3 2013. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Concert Wealth Management reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 12,277 Alcatel-Lucent shares in Q4 2015, an estimated $46K.
  • Concert Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 9 quarters.
  • Concert Wealth Management's Alcatel-Lucent position peaked at $93K in Q3 2013.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.