LNWWM
ALU

Laird Norton Wetherby Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Laird Norton Wetherby Wealth Management’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
-37,892
Closed -$145K – 505
2015
Q4 		$145K Buy
37,892
+3,323
+10% +$12.8K 0.03% 434
2015
Q3 		$126K Buy
34,569
+6,853
+25% +$24K 0.03% 431
2015
Q2 		$100K Buy
27,716
+117
+0.4% +$449 0.02% 467
2015
Q1 		$103K Buy
27,599
+1,256
+5% +$4.62K 0.03% 456
2014
Q4 		$94K Buy
26,343
+3,419
+15% +$10.7K 0.02% 443
2014
Q3 		$69K Buy
22,924
+3,314
+17% +$11.3K 0.02% 426
2014
Q2 		$70K Sell
19,610
-1,449
-7% -$5.59K 0.02% 427
2014
Q1 		$82K Buy
21,059
+292
+1% +$1.21K 0.02% 421
2013
Q4 		$92K Buy
20,767
+771
+4% +$3.03K 0.03% 422
2013
Q3 		$68K Sell
19,996
-20
-0.1% -$51 0.02% 402
2013
Q2 		$35K Buy
+20,016
New +$29.9K 0.01% 379

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

Laird Norton Wetherby Wealth Management's ALU Position: Q1 2016 in Review

Laird Norton Wetherby Wealth Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 37,892 shares — an estimated $145K sold.

Laird Norton Wetherby Wealth Management first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $145K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 37,892 Alcatel-Lucent shares in Q1 2016, an estimated $145K.
  • Laird Norton Wetherby Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Laird Norton Wetherby Wealth Management's Alcatel-Lucent position peaked at $145K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2016, filed 10 May 2016.