First Allied Advisory Services’s Alcatel-Lucent ALU Stock Holding History

First Allied Advisory Services’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	-23,325	Closed	-$89K	–	1157
2015 Q4	$89K	Buy	23,325 +36	+0.2%	+$139	﹤0.01%	1056
2015 Q3	$85K	Sell	23,289 -1,525	-6%	-$5.34K	﹤0.01%	1011
2015 Q2	$90K	Buy	24,814 +2,210	+10%	+$8.49K	﹤0.01%	1102
2015 Q1	$83K	Buy	22,604 +9,363	+71%	+$34.4K	0.01%	1036
2014 Q4	$45K	Buy	+13,241	New	+$41.3K	﹤0.01%	1011
2013 Q4	–	Sell	-10,665	Closed	-$35K	–	1087
2013 Q3	$35K	Sell	10,665 -291	-3%	-$744	﹤0.01%	994
2013 Q2	$18K	Buy	+10,956	New	+$16.4K	﹤0.01%	944

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

First Allied Advisory Services's ALU Position: Q1 2016 in Review

First Allied Advisory Services sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 23,325 shares — an estimated $89K sold.

First Allied Advisory Services first reported a position in ALU in Q2 2013 and held it in 7 quarters. The position peaked at $90K in Q2 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

First Allied Advisory Services reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
First Allied Advisory Services sold 23,325 Alcatel-Lucent shares in Q1 2016, an estimated $89K.
First Allied Advisory Services first reported a position in Alcatel-Lucent in Q2 2013 and held it in 7 quarters.
First Allied Advisory Services's Alcatel-Lucent position peaked at $90K in Q2 2015.
62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on First Allied Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.