GI
ALU

Gradient Investments’s Alcatel-Lucent ALU Stock Holding History

Gradient Investments’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
Q3 		– Sell
-109
Closed – – 737
2015
Q2 		$0 Buy
109
+15
+16% +$58 ﹤0.01% 750
2015
Q1 		$0 Sell
94
-101
-52% -$371 ﹤0.01% 731
2014
Q4 		$1K Hold
195
– – ﹤0.01% 565
2014
Q3 		$1K Hold
195
– – ﹤0.01% 475
2014
Q2 		$1K Sell
195
-309
-61% -$1.19K ﹤0.01% 491
2014
Q1 		$2K Buy
504
+434
+620% +$1.8K ﹤0.01% 466
2013
Q4 		$0 Sell
70
-3
-4% -$12 ﹤0.01% 708
2013
Q3 		$0 Hold
73
– – ﹤0.01% 631
2013
Q2 		$0 Buy
+73
New +$109 ﹤0.01% 512

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gradient Investments's ALU Position: Q3 2015 in Review

Gradient Investments sold out of Alcatel-Lucent (ALU) in Q3 2015, closing a stake of 109 shares.

Gradient Investments first reported a position in ALU in Q2 2013 and held it in 9 quarters. The position peaked at $2K in Q1 2014. 250 funds tracked by Wall St. Rank hold ALU as of Q3 2015.

  • Gradient Investments reported no remaining Alcatel-Lucent position as of Q3 2015 after selling out during the quarter.
  • Gradient Investments sold 109 Alcatel-Lucent shares in Q3 2015.
  • Gradient Investments first reported a position in Alcatel-Lucent in Q2 2013 and held it in 9 quarters.
  • Gradient Investments's Alcatel-Lucent position peaked at $2K in Q1 2014.
  • 250 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2015.

Based on Gradient Investments's 13F filing for Q3 2015, filed 14 Oct 2015.