GWA
ALU

Genesis Wealth Advisors’s Alcatel-Lucent ALU Stock Holding History

Genesis Wealth 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
Q2 		$3 Hold
1
– – ﹤0.01% 503
2015
Q1 		$3 Hold
1
– – ﹤0.01% 454
2014
Q4 		$3 Buy
+1
New +$3 ﹤0.01% 483

Other funds holding ALU

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genesis Wealth Advisors's ALU Position: Q2 2015 in Review

Genesis Wealth Advisors held its Alcatel-Lucent (ALU) position steady in Q2 2015 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Genesis Wealth Advisors first reported a position in ALU in Q4 2014 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold ALU as of Q2 2015.

  • Genesis Wealth Advisors held 1 share of Alcatel-Lucent worth $3 as of Q2 2015.
  • Genesis Wealth Advisors left its Alcatel-Lucent share count unchanged in Q2 2015.
  • Alcatel-Lucent made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #503 holding.
  • Genesis Wealth Advisors first reported a position in Alcatel-Lucent in Q4 2014 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.