Envestnet Asset Management’s Alcatel-Lucent ALU Stock Holding History

Envestnet Asset 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	-15,026	Closed	-$58K	–	3227
2015 Q4	$58K	Buy	+15,026	New	+$58K	﹤0.01%	2617
2015 Q2	–	Sell	-11,437	Closed	-$43K	–	2302
2015 Q1	$43K	Buy	+11,437	New	+$42K	﹤0.01%	2016
2014 Q4	–	Sell	-1	Closed	–	–	2887
2014 Q3	$0	Hold	1	–	–	﹤0.01%	2955
2014 Q2	$0	Sell	1 -78	-99%	-$301	﹤0.01%	2880
2014 Q1	$0	Sell	79 -4,317	-98%	-$17.9K	﹤0.01%	2723
2013 Q4	$19K	Sell	4,396 -343	-7%	-$1.35K	﹤0.01%	1529
2013 Q3	$16K	Buy	+4,739	New	+$12.1K	﹤0.01%	1551

Other funds holding ALU

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 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 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

Envestnet Asset Management's ALU Position: Q1 2016 in Review

Envestnet Asset Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 15,026 shares — an estimated $58K sold.

Envestnet Asset Management first reported a position in ALU in Q3 2013 and held it in 7 quarters. The position peaked at $58K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

Envestnet Asset Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
Envestnet Asset Management sold 15,026 Alcatel-Lucent shares in Q1 2016, an estimated $58K.
Envestnet Asset Management first reported a position in Alcatel-Lucent in Q3 2013 and held it in 7 quarters.
Envestnet Asset Management's Alcatel-Lucent position peaked at $58K in Q4 2015.
62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Envestnet Asset Management's 13F filing for Q1 2016, filed 16 May 2016.