Dimensional Fund Advisors
ALU

Dimensional Fund Advisors’s Alcatel-Lucent ALU Stock Holding History

Dimensional Fund 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
-1,498,407
Closed -$5.74M – 3347
2015
Q4 		$5.74M Hold
1,498,407
– – ﹤0.01% 2462
2015
Q3 		$5.47M Hold
1,498,407
– – ﹤0.01% 2475
2015
Q2 		$5.42M Hold
1,498,407
– – ﹤0.01% 2555
2015
Q1 		$5.59M Hold
1,498,407
– – ﹤0.01% 2514
2014
Q4 		$5.32M Hold
1,498,407
– – ﹤0.01% 2533
2014
Q3 		$4.54M Sell
1,498,407
-106,948
-7% -$365K ﹤0.01% 2578
2014
Q2 		$5.71M Sell
1,605,355
-471,188
-23% -$1.82M ﹤0.01% 2511
2014
Q1 		$8.1M Sell
2,076,543
-28,364
-1% -$118K 0.01% 2318
2013
Q4 		$9.26M Sell
2,104,907
-85,548
-4% -$336K 0.01% 2227
2013
Q3 		$7.43M Hold
2,190,455
– – 0.01% 2320
2013
Q2 		$3.83M Buy
+2,190,455
New +$3.27M ﹤0.01% 2598

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

Dimensional Fund Advisors's ALU Position: Q1 2016 in Review

Dimensional Fund Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 1,498,407 shares — an estimated $5.74M sold.

Dimensional Fund Advisors first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $9.26M in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Dimensional Fund Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,498,407 Alcatel-Lucent shares in Q1 2016, an estimated $5.74M.
  • Dimensional Fund Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Dimensional Fund Advisors's Alcatel-Lucent position peaked at $9.26M in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Dimensional Fund Advisors's 13F filing for Q1 2016, filed 13 May 2016.