IFWM
ALU

Institute for Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Institute for 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
2013
Q3 		– Sell
-7
Closed – – 136
2013
Q2 		$0 Buy
+7
New +$10 ﹤0.01% 124

Other funds holding ALU

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Institute for Wealth Management's ALU Position: Q3 2013 in Review

Institute for Wealth Management sold out of Alcatel-Lucent (ALU) in Q3 2013, closing a stake of 7 shares.

Institute for Wealth Management first reported a position in ALU in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 240 funds tracked by Wall St. Rank hold ALU as of Q3 2013.

  • Institute for Wealth Management reported no remaining Alcatel-Lucent position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 7 Alcatel-Lucent shares in Q3 2013.
  • Institute for Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Alcatel-Lucent position peaked at $0 in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.