LIM
ALU

Longfellow Investment Management’s Alcatel-Lucent ALU Stock Holding History

Longfellow Investment 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
-3,386,288
Closed -$13M – 41
2015
Q4 		$13M Hold
3,386,288
– – 5.44% 1
2015
Q3 		$12.4M Buy
+3,386,288
New +$11.9M 4.49% 6

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 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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 $18.2B AUM 22.02% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Longfellow Investment Management's ALU Position: Q1 2016 in Review

Longfellow Investment Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 3,386,288 shares — an estimated $13M sold.

Longfellow Investment Management first reported a position in ALU in Q3 2015 and held it in 2 quarters. The position peaked at $13M in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Longfellow Investment Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Longfellow Investment Management sold 3,386,288 Alcatel-Lucent shares in Q1 2016, an estimated $13M.
  • Longfellow Investment Management first reported a position in Alcatel-Lucent in Q3 2015 and held it in 2 quarters.
  • Longfellow Investment Management's Alcatel-Lucent position peaked at $13M in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Longfellow Investment Management's 13F filing for Q1 2016, filed 14 Apr 2016.