JP Morgan Chase
ALU

JP Morgan Chase’s Alcatel-Lucent ALU Stock Holding History

JP Morgan Chase’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
2016
Q1 		– Sell
-45,952
Closed -$176K – 5218
2015
Q4 		$176K Sell
45,952
-118,979
-72% -$460K ﹤0.01% 3680
2015
Q3 		$603K Buy
164,931
+52,476
+47% +$184K ﹤0.01% 3349
2015
Q2 		$406K Sell
112,455
-43,579
-28% -$167K ﹤0.01% 3630
2015
Q1 		$580K Sell
156,034
-55,298
-26% -$203K ﹤0.01% 3475
2014
Q4 		$749K Sell
211,332
-991,382
-82% -$3.09M ﹤0.01% 3491
2014
Q3 		$3.65M Buy
1,202,714
+567,603
+89% +$1.94M ﹤0.01% 2559
2014
Q2 		$2.26M Sell
635,111
-4,625,261
-88% -$17.8M ﹤0.01% 2463
2014
Q1 		$20.5M Buy
5,260,372
+4,857,517
+1,206% +$20.1M 0.01% 1295
2013
Q4 		$1.77M Buy
+402,855
New +$1.58M ﹤0.01% 2825
2013
Q3 		– Sell
-184,493
Closed -$471K – 4539
2013
Q2 		$323K Buy
+184,493
New +$276K ﹤0.01% 3787

Other funds holding ALU

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

JP Morgan Chase's ALU Position: Q1 2016 in Review

JP Morgan Chase sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 45,952 shares — an estimated $176K sold.

JP Morgan Chase first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $20.5M in Q1 2014. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • JP Morgan Chase reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Chase sold 45,952 Alcatel-Lucent shares in Q1 2016, an estimated $176K.
  • JP Morgan Chase first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • JP Morgan Chase's Alcatel-Lucent position peaked at $20.5M in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on JP Morgan Chase's 13F filing for Q1 2016, filed 10 May 2016.