Edmond de Rothschild (Suisse)’s Alcatel-Lucent ALU Stock Holding History

Edmond de Rothschild (Suisse)’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	-585	Closed	-$2K	–	421
2015 Q4	$2K	Hold	585	–	–	﹤0.01%	381
2015 Q3	$2K	Hold	585	–	–	﹤0.01%	428
2015 Q2	$2K	Buy	+585	New	+$2.25K	﹤0.01%	415

Other funds holding ALU

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s ALU Position: Q1 2016 in Review

Edmond de Rothschild (Suisse) sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 585 shares — an estimated $2K sold.

Edmond de Rothschild (Suisse) first reported a position in ALU in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

Edmond de Rothschild (Suisse) reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
Edmond de Rothschild (Suisse) sold 585 Alcatel-Lucent shares in Q1 2016, an estimated $2K.
Edmond de Rothschild (Suisse) first reported a position in Alcatel-Lucent in Q2 2015 and held it in 3 quarters.
Edmond de Rothschild (Suisse)'s Alcatel-Lucent position peaked at $2K in Q4 2015.
62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q1 2016, filed 12 May 2016.