IF
ALU

Ironwood Financial’s Alcatel-Lucent ALU Stock Holding History

Ironwood Financial’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
Q3 		$0 Hold
23
– – ﹤0.01% 397
2015
Q2 		$0 Hold
23
– – ﹤0.01% 351
2015
Q1 		$0 Sell
23
-9
-28% -$33 ﹤0.01% 511
2014
Q4 		$0 Buy
+32
New +$100 ﹤0.01% 466

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ironwood Financial's ALU Position: Q3 2015 in Review

Ironwood Financial held its Alcatel-Lucent (ALU) position steady in Q3 2015 at 23 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Ironwood Financial first reported a position in ALU in Q4 2014 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold ALU as of Q3 2015.

  • Ironwood Financial held 23 shares of Alcatel-Lucent worth $0 as of Q3 2015.
  • Ironwood Financial left its Alcatel-Lucent share count unchanged in Q3 2015.
  • Alcatel-Lucent made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #397 holding.
  • Ironwood Financial first reported a position in Alcatel-Lucent in Q4 2014 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.