KIA
ALU

Kopp Investment Advisors’s Alcatel-Lucent ALU Stock Holding History

Kopp Investment Advisors’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
-817,154
Closed -$3.05M – 74
2015
Q1 		$3.05M Sell
817,154
-9,220
-1% -$33.9K 1.35% 20
2014
Q4 		$2.93M Sell
826,374
-236,147
-22% -$736K 1.41% 18
2014
Q3 		$3.22M Sell
1,062,521
-529,275
-33% -$1.8M 1.59% 18
2014
Q2 		$5.67M Sell
1,591,796
-819,155
-34% -$3.16M 2.6% 12
2014
Q1 		$9.4M Sell
2,410,951
-793,935
-25% -$3.29M 3.94% 6
2013
Q4 		$14.1M Sell
3,204,886
-127,387
-4% -$500K 6.38% 4
2013
Q3 		$11.3M Sell
3,332,273
-1,002,831
-23% -$2.56M 4.16% 8
2013
Q2 		$7.59M Buy
+4,335,104
New +$6.47M 2.96% 12

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 $1.7B AUM 97.55% 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 27.01% 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

Kopp Investment Advisors's ALU Position: Q2 2015 in Review

Kopp Investment Advisors sold out of Alcatel-Lucent (ALU) in Q2 2015, closing a stake of 817,154 shares — an estimated $3.05M sold.

Kopp Investment Advisors first reported a position in ALU in Q2 2013 and held it in 8 quarters. The position peaked at $14.1M in Q4 2013. 253 funds tracked by Wall St. Rank hold ALU as of Q2 2015.

  • Kopp Investment Advisors reported no remaining Alcatel-Lucent position as of Q2 2015 after selling out during the quarter.
  • Kopp Investment Advisors sold 817,154 Alcatel-Lucent shares in Q2 2015, an estimated $3.05M.
  • Kopp Investment Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 8 quarters.
  • Kopp Investment Advisors's Alcatel-Lucent position peaked at $14.1M in Q4 2013.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2015.

Based on Kopp Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.