First Trust Advisors
ALU

First Trust Advisors’s Alcatel-Lucent ALU Stock Holding History

First Trust Advisors’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
-52,537
Closed -$192K – 2365
2015
Q3 		$192K Buy
52,537
+1,812
+4% +$6.34K ﹤0.01% 2166
2015
Q2 		$184K Buy
50,725
+389
+0.8% +$1.49K ﹤0.01% 2170
2015
Q1 		$188K Buy
50,336
+1,426
+3% +$5.24K ﹤0.01% 2168
2014
Q4 		$174K Sell
48,910
-704
-1% -$2.19K ﹤0.01% 2191
2014
Q3 		$150K Buy
49,614
+9,446
+24% +$32.2K ﹤0.01% 2181
2014
Q2 		$143K Buy
40,168
+2,884
+8% +$11.1K ﹤0.01% 2189
2014
Q1 		$145K Buy
37,284
+3,561
+11% +$14.8K ﹤0.01% 2213
2013
Q4 		$148K Sell
33,723
-17,346
-34% -$68.1K ﹤0.01% 2177
2013
Q3 		$173K Sell
51,069
-33,512
-40% -$85.6K ﹤0.01% 2203
2013
Q2 		$148K Buy
+84,581
New +$126K ﹤0.01% 2183

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

First Trust Advisors's ALU Position: Q4 2015 in Review

First Trust Advisors sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 52,537 shares — an estimated $192K sold.

First Trust Advisors first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $192K in Q3 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • First Trust Advisors reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • First Trust Advisors sold 52,537 Alcatel-Lucent shares in Q4 2015, an estimated $192K.
  • First Trust Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • First Trust Advisors's Alcatel-Lucent position peaked at $192K in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on First Trust Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.