CFN
ALU

Cordasco Financial Network’s Alcatel-Lucent ALU Stock Holding History

Cordasco Financial Network’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
-168
Closed -$1K – 292
2015
Q4 		$1K Hold
168
– – ﹤0.01% 275
2015
Q3 		$1K Buy
168
+64
+62% +$224 ﹤0.01% 278
2015
Q2 		$0 Sell
104
-24
-19% -$92 ﹤0.01% 319
2015
Q1 		$0 Buy
128
+17
+15% +$62 ﹤0.01% 319
2014
Q4 		$0 Hold
111
– – ﹤0.01% 307
2014
Q3 		$0 Hold
111
– – ﹤0.01% 324
2014
Q2 		$0 Hold
111
– – ﹤0.01% 307
2014
Q1 		$0 Hold
111
– – ﹤0.01% 317
2013
Q4 		$0 Buy
+111
New +$436 ﹤0.01% 274

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

Cordasco Financial Network's ALU Position: Q1 2016 in Review

Cordasco Financial Network sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 168 shares — an estimated $1K sold.

Cordasco Financial Network first reported a position in ALU in Q4 2013 and held it in 9 quarters. The position peaked at $1K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Cordasco Financial Network reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Cordasco Financial Network sold 168 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • Cordasco Financial Network first reported a position in Alcatel-Lucent in Q4 2013 and held it in 9 quarters.
  • Cordasco Financial Network's Alcatel-Lucent position peaked at $1K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Cordasco Financial Network's 13F filing for Q1 2016, filed 25 Apr 2016.