FCI
ALU

Financial Counselors Inc’s Alcatel-Lucent ALU Stock Holding History

Financial Counselors Inc’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
-24,786
Closed -$95K – 471
2015
Q4 		$95K Hold
24,786
– – 0.01% 432
2015
Q3 		$90K Hold
24,786
– – 0.01% 427
2015
Q2 		$90K Sell
24,786
-318
-1% -$1.22K 0.01% 438
2015
Q1 		$94K Buy
25,104
+318
+1% +$1.17K 0.01% 443
2014
Q4 		$88K Sell
24,786
-75
-0.3% -$234 0.01% 435
2014
Q3 		$75K Sell
24,861
-650
-3% -$2.22K 0.01% 422
2014
Q2 		$91K Buy
25,511
+35
+0.1% +$135 0.01% 416
2014
Q1 		$99K Sell
25,476
-9
-0% -$37 0.01% 425
2013
Q4 		$112K Sell
25,485
-5,961
-19% -$23.4K 0.01% 401
2013
Q3 		$107K Sell
31,446
-1,435
-4% -$3.67K 0.01% 390
2013
Q2 		$58K Buy
+32,881
New +$49.1K ﹤0.01% 386

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

Financial Counselors Inc's ALU Position: Q1 2016 in Review

Financial Counselors Inc sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 24,786 shares — an estimated $95K sold.

Financial Counselors Inc first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $112K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Financial Counselors Inc reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Financial Counselors Inc sold 24,786 Alcatel-Lucent shares in Q1 2016, an estimated $95K.
  • Financial Counselors Inc first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Financial Counselors Inc's Alcatel-Lucent position peaked at $112K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Financial Counselors Inc's 13F filing for Q1 2016, filed 10 May 2016.