EWM
ALU

Edge Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Edge Wealth Management’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
-10,017
Closed -$38K – 511
2015
Q4 		$38K Hold
10,017
– – 0.01% 208
2015
Q3 		$36K Hold
10,017
– – 0.01% 204
2015
Q2 		$36K Sell
10,017
-7,596
-43% -$29.2K 0.01% 211
2015
Q1 		$66K Hold
17,613
– – 0.02% 169
2014
Q4 		$62K Sell
17,613
-28
-0.2% -$87 0.02% 177
2014
Q3 		$53K Buy
17,641
+28
+0.2% +$95 0.02% 183
2014
Q2 		$63K Hold
17,613
– – 0.03% 168
2014
Q1 		$69K Hold
17,613
– – 0.03% 156
2013
Q4 		$77K Sell
17,613
-705
-4% -$2.77K 0.04% 141
2013
Q3 		$62K Hold
18,318
– – 0.04% 132
2013
Q2 		$32K Buy
+18,318
New +$27.4K 0.02% 157

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

Edge Wealth Management's ALU Position: Q1 2016 in Review

Edge Wealth Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 10,017 shares — an estimated $38K sold.

Edge Wealth Management first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $77K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Edge Wealth Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 10,017 Alcatel-Lucent shares in Q1 2016, an estimated $38K.
  • Edge Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Edge Wealth Management's Alcatel-Lucent position peaked at $77K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.