FANJ
ALU

Financial Architects (New Jersey)’s Alcatel-Lucent ALU Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,290
Closed -$5K – 1164
2015
Q2 		$5K Hold
1,290
– – ﹤0.01% 984
2015
Q1 		$5K Hold
1,290
– – ﹤0.01% 903
2014
Q4 		$5K Sell
1,290
-48,000
-97% -$150K ﹤0.01% 850
2014
Q3 		$939K Buy
49,290
+48,000
+3,721% +$164K 0.46% 49
2014
Q2 		$5K Buy
+1,290
New +$4.97K ﹤0.01% 800
2013
Q4 		– Sell
-406
Closed -$1K – 690
2013
Q3 		$1K Buy
+406
New +$1.04K ﹤0.01% 725

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Architects (New Jersey)'s ALU Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Alcatel-Lucent (ALU) in Q3 2015, closing a stake of 1,290 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in ALU in Q3 2013 and held it in 6 quarters. The position peaked at $939K in Q3 2014. 250 funds tracked by Wall St. Rank hold ALU as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Alcatel-Lucent position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,290 Alcatel-Lucent shares in Q3 2015, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Alcatel-Lucent in Q3 2013 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Alcatel-Lucent position peaked at $939K in Q3 2014.
  • 250 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.