Creative Planning’s Alcatel-Lucent ALU Stock Holding History

Creative Planning’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	-30,000	Closed	-$14K	–	4769
2015 Q4	$14K	Sell	30,000 -350,000	-92%	-$1.35M	﹤0.01%	3094
2015 Q3	$296K	Hold	380,000	–	–	﹤0.01%	982
2015 Q2	$321K	Hold	380,000	–	–	﹤0.01%	781
2015 Q1	$394K	Sell	380,000 -70,000	-16%	-$257K	﹤0.01%	843
2014 Q4	$358K	Buy	+450,000	New	+$1.4M	﹤0.01%	850

Other funds holding ALU

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 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 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

Creative Planning's ALU Position: Q1 2016 in Review

Creative Planning sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 59,532 shares — an estimated $228K sold.

Creative Planning first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $6.17M in Q1 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

Creative Planning reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 59,532 Alcatel-Lucent shares in Q1 2016, an estimated $228K.
Creative Planning first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
Creative Planning's Alcatel-Lucent position peaked at $6.17M in Q1 2015.
62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.