DY
ALU

Dowling & Yahnke’s Alcatel-Lucent ALU Stock Holding History

Dowling & Yahnke’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
Q2 		– Sell
-23,410
Closed -$87K – 270
2015
Q1 		$87K Hold
23,410
– – 0.01% 246
2014
Q4 		$83K Buy
23,410
+9,578
+69% +$29.9K 0.01% 251
2014
Q3 		$42K Buy
+13,832
New +$47.2K 0.01% 251

Other funds holding ALU

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dowling & Yahnke's ALU Position: Q2 2015 in Review

Dowling & Yahnke sold out of Alcatel-Lucent (ALU) in Q2 2015, closing a stake of 23,410 shares — an estimated $87K sold.

Dowling & Yahnke first reported a position in ALU in Q3 2014 and held it in 3 quarters. The position peaked at $87K in Q1 2015. 253 funds tracked by Wall St. Rank hold ALU as of Q2 2015.

  • Dowling & Yahnke reported no remaining Alcatel-Lucent position as of Q2 2015 after selling out during the quarter.
  • Dowling & Yahnke sold 23,410 Alcatel-Lucent shares in Q2 2015, an estimated $87K.
  • Dowling & Yahnke first reported a position in Alcatel-Lucent in Q3 2014 and held it in 3 quarters.
  • Dowling & Yahnke's Alcatel-Lucent position peaked at $87K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2015.

Based on Dowling & Yahnke's 13F filing for Q2 2015, filed 22 Jul 2015.