HRIA
ALU

Haberer Registered Investment Advisor’s Alcatel-Lucent ALU Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		$3K Hold
848
– – ﹤0.01% 286
2014
Q4 		$3K Sell
848
-195
-19% -$608 ﹤0.01% 289
2014
Q3 		$3K Hold
1,043
– – ﹤0.01% 358
2014
Q2 		$4K Hold
1,043
– – ﹤0.01% 355
2014
Q1 		$4K Hold
1,043
– – ﹤0.01% 339
2013
Q4 		$5K Sell
1,043
-42
-4% -$165 ﹤0.01% 329
2013
Q3 		$4K Hold
1,085
– – ﹤0.01% 364
2013
Q2 		$2K Buy
+1,085
New +$1.62K ﹤0.01% 443

Other funds holding ALU

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Haberer Registered Investment Advisor's ALU Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Alcatel-Lucent (ALU) position steady in Q1 2015 at 848 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Haberer Registered Investment Advisor first reported a position in ALU in Q2 2013 and has held it in 8 quarters since. The position peaked at $5K in Q4 2013. 253 funds tracked by Wall St. Rank hold ALU as of Q1 2015.

  • Haberer Registered Investment Advisor held 848 shares of Alcatel-Lucent worth $3K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Alcatel-Lucent share count unchanged in Q1 2015.
  • Alcatel-Lucent made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #286 holding.
  • Haberer Registered Investment Advisor first reported a position in Alcatel-Lucent in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's Alcatel-Lucent position peaked at $5K in Q4 2013.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.