ICAS
ALU

Investors Capital Advisory Services’s Alcatel-Lucent ALU Stock Holding History

Investors Capital Advisory Services’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
Q2 		– Sell
-27,649
Closed -$103K – 783
2015
Q1 		$103K Sell
27,649
-519
-2% -$1.91K 0.02% 670
2014
Q4 		$99K Sell
28,168
-6,178
-18% -$19.3K 0.02% 651
2014
Q3 		$104K Buy
34,346
+12,012
+54% +$41K 0.02% 631
2014
Q2 		$79K Buy
22,334
+2,145
+11% +$8.27K 0.01% 662
2014
Q1 		$78K Buy
20,189
+1,673
+9% +$6.94K 0.02% 625
2013
Q4 		$81K Sell
18,516
-63,235
-77% -$248K 0.02% 593
2013
Q3 		$277K Buy
81,751
+35,814
+78% +$91.5K 0.07% 380
2013
Q2 		$80K Buy
+45,937
New +$68.6K 0.02% 500

Other funds holding ALU

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Capital Advisory Services's ALU Position: Q2 2015 in Review

Investors Capital Advisory Services sold out of Alcatel-Lucent (ALU) in Q2 2015, closing a stake of 27,649 shares — an estimated $103K sold.

Investors Capital Advisory Services first reported a position in ALU in Q2 2013 and held it in 8 quarters. The position peaked at $277K in Q3 2013. 253 funds tracked by Wall St. Rank hold ALU as of Q2 2015.

  • Investors Capital Advisory Services reported no remaining Alcatel-Lucent position as of Q2 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 27,649 Alcatel-Lucent shares in Q2 2015, an estimated $103K.
  • Investors Capital Advisory Services first reported a position in Alcatel-Lucent in Q2 2013 and held it in 8 quarters.
  • Investors Capital Advisory Services's Alcatel-Lucent position peaked at $277K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2015.

Based on Investors Capital Advisory Services's 13F filing for Q2 2015, filed 3 Aug 2015.