Integrated Wealth Management (Palm Desert)’s Alcatel-Lucent ALU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-92
Closed 1440
2016
Q1
$0 Hold
92
﹤0.01% 1398
2015
Q4
$0 Hold
92
﹤0.01% 1446
2015
Q3
$0 Sell
92
-13
-12% -$46 ﹤0.01% 1445
2015
Q2
$0 Hold
105
﹤0.01% 1553
2015
Q1
$0 Buy
+105
New +$386 ﹤0.01% 1421

Integrated Wealth Management (Palm Desert)'s ALU Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Alcatel-Lucent (ALU) in Q2 2016, closing a stake of 92 shares.

Integrated Wealth Management (Palm Desert) first reported a position in ALU in Q1 2015 and held it in 5 quarters. The position peaked at $0 in Q1 2016. 0 funds tracked by Wall St. Rank hold ALU as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Alcatel-Lucent position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 92 Alcatel-Lucent shares in Q2 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Alcatel-Lucent in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Alcatel-Lucent position peaked at $0 in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.