EWM
ALU

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

Evercore 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
2015
Q4 		– Sell
-1,968
Closed -$7K – 1107
2015
Q3 		$7K Buy
1,968
+1,903
+2,928% +$6.66K ﹤0.01% 870
2015
Q2 		$0 Buy
65
+26
+67% +$100 ﹤0.01% 1118
2015
Q1 		$0 Hold
39
– – ﹤0.01% 1065
2014
Q4 		$0 Hold
39
– – ﹤0.01% 1033
2014
Q3 		$0 Hold
39
– – ﹤0.01% 1029
2014
Q2 		$0 Hold
39
– – ﹤0.01% 1064
2014
Q1 		$0 Hold
39
– – ﹤0.01% 940
2013
Q4 		$0 Sell
39
-2
-5% -$8 ﹤0.01% 1033
2013
Q3 		$0 Hold
41
– – ﹤0.01% 1025
2013
Q2 		$0 Buy
+41
New +$61 ﹤0.01% 799

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Evercore Wealth Management's ALU Position: Q4 2015 in Review

Evercore Wealth Management sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 1,968 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q3 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Evercore Wealth Management reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,968 Alcatel-Lucent shares in Q4 2015, an estimated $7K.
  • Evercore Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Alcatel-Lucent position peaked at $7K in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.