Hirtle Callaghan & Co’s Alcatel-Lucent ALU Stock Holding History

Hirtle Callaghan & Co’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	–	Sell	-475	Closed	-$2K	–	462
2014 Q4	$2K	Buy	+475	New	+$1.48K	﹤0.01%	510
2014 Q3	–	Sell	-475	Closed	-$2K	–	651
2014 Q2	$2K	Hold	475	–	–	﹤0.01%	584
2014 Q1	$2K	Buy	+475	New	+$1.97K	﹤0.01%	572
2013 Q4	–	Sell	-363	Closed	-$1K	–	672
2013 Q3	$1K	Buy	+363	New	+$928	﹤0.01%	611

Other funds holding ALU

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hirtle Callaghan & Co's ALU Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Alcatel-Lucent (ALU) in Q1 2015, closing a stake of 475 shares — an estimated $2K sold.

Hirtle Callaghan & Co first reported a position in ALU in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q4 2014. 253 funds tracked by Wall St. Rank hold ALU as of Q1 2015.

Hirtle Callaghan & Co reported no remaining Alcatel-Lucent position as of Q1 2015 after selling out during the quarter.
Hirtle Callaghan & Co sold 475 Alcatel-Lucent shares in Q1 2015, an estimated $2K.
Hirtle Callaghan & Co first reported a position in Alcatel-Lucent in Q3 2013 and held it in 4 quarters.
Hirtle Callaghan & Co's Alcatel-Lucent position peaked at $2K in Q4 2014.
253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.