CFA
ALU

CT Financial Advisors’s Alcatel-Lucent ALU Stock Holding History

CT Financial Advisors’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
-34
Closed -$130 – 652
2015
Q4 		$130 Hold
34
– – ﹤0.01% 624
2015
Q3 		$124 Hold
34
– – ﹤0.01% 633
2015
Q2 		$123 Hold
34
– – ﹤0.01% 625
2015
Q1 		$127 Hold
34
– – ﹤0.01% 616
2014
Q4 		$120 Buy
+34
New +$106 ﹤0.01% 515
2014
Q1 		$127 Buy
+34
New +$141 ﹤0.01% 616

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

CT Financial Advisors's ALU Position: Q1 2016 in Review

CT Financial Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 34 shares — an estimated $130 sold.

CT Financial Advisors first reported a position in ALU in Q1 2014 and held it in 6 quarters. The position peaked at $130 in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • CT Financial Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • CT Financial Advisors sold 34 Alcatel-Lucent shares in Q1 2016, an estimated $130.
  • CT Financial Advisors first reported a position in Alcatel-Lucent in Q1 2014 and held it in 6 quarters.
  • CT Financial Advisors's Alcatel-Lucent position peaked at $130 in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on CT Financial Advisors's 13F filing for Q1 2016, filed 6 Apr 2016.