GWM
ALU

Gupta Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Gupta Wealth 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
2016
Q1 		$0 Hold
262
– – ﹤0.01% 1357
2015
Q4 		$1K Hold
262
– – ﹤0.01% 1233
2015
Q3 		$1K Sell
262
-39
-13% -$137 ﹤0.01% 1245
2015
Q2 		$1K Hold
301
– – ﹤0.01% 1237
2015
Q1 		$1K Buy
+301
New +$1.11K ﹤0.01% 1138

Other funds holding ALU

AG
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
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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 $18.2B AUM 22.02% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Gupta Wealth Management's ALU Position: Q1 2016 in Review

Gupta Wealth Management held its Alcatel-Lucent (ALU) position steady in Q1 2016 at 262 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Gupta Wealth Management first reported a position in ALU in Q1 2015 and has held it in 5 quarters since. The position peaked at $1K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Gupta Wealth Management held 262 shares of Alcatel-Lucent worth $0 as of Q1 2016.
  • Gupta Wealth Management left its Alcatel-Lucent share count unchanged in Q1 2016.
  • Alcatel-Lucent made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1357 holding.
  • Gupta Wealth Management first reported a position in Alcatel-Lucent in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Alcatel-Lucent position peaked at $1K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.