FIM
ALU

Freedom Investment Management’s Alcatel-Lucent ALU Stock Holding History

Freedom Investment 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
-9,937
Closed -$2.7M – 821
2015
Q3 		$2.7M Buy
+9,937
New +$34.8K 0.28% 45
2015
Q2 		– Sell
-13,584
Closed -$51K – 719
2015
Q1 		$51K Sell
13,584
-175
-1% -$643 0.01% 629
2014
Q4 		$49K Buy
+13,759
New +$42.9K 0.01% 583
2014
Q2 		– Sell
-10,273
Closed -$40K – 529
2014
Q1 		$40K Sell
10,273
-4,999
-33% -$20.7K 0.01% 433
2013
Q4 		$67K Sell
15,272
-1,561
-9% -$6.13K 0.02% 428
2013
Q3 		$57K Buy
+16,833
New +$43K 0.02% 369

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

Freedom Investment Management's ALU Position: Q4 2015 in Review

Freedom Investment Management sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 9,937 shares — an estimated $2.7M sold.

Freedom Investment Management first reported a position in ALU in Q3 2013 and held it in 6 quarters. The position peaked at $2.7M in Q3 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Freedom Investment Management reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Freedom Investment Management sold 9,937 Alcatel-Lucent shares in Q4 2015, an estimated $2.7M.
  • Freedom Investment Management first reported a position in Alcatel-Lucent in Q3 2013 and held it in 6 quarters.
  • Freedom Investment Management's Alcatel-Lucent position peaked at $2.7M in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Freedom Investment Management's 13F filing for Q4 2015, filed 5 Jan 2016.