KF
ALU

Kopp Funds’s Alcatel-Lucent ALU Stock Holding History

Kopp Funds’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
Q4 		$14.1M Buy
+3,204,886
New +$12.6M 6.38% 4

Other funds holding ALU

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kopp Funds's ALU Position: Q4 2013 in Review

Kopp Funds opened a new position in Alcatel-Lucent (ALU) in Q4 2013: 3,204,886 shares worth $14.1M. The stake represents 6.38% of the portfolio and ranks #4 among its holdings.

251 funds tracked by Wall St. Rank hold ALU as of Q4 2013.

  • Kopp Funds held 3,204,886 shares of Alcatel-Lucent worth $14.1M as of Q4 2013.
  • Alcatel-Lucent was a new Kopp Funds position in Q4 2013.
  • Alcatel-Lucent made up 6.38% of Kopp Funds's portfolio in Q4 2013, its #4 holding.
  • 251 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.