LPL Financial
ALU

LPL Financial’s Alcatel-Lucent ALU Stock Holding History

LPL Financial’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
-32,718
Closed -$128K – 3285
2015
Q4 		$128K Sell
32,718
-157,877
-83% -$610K ﹤0.01% 2946
2015
Q3 		$705K Sell
190,595
-6,936
-4% -$24.3K ﹤0.01% 1515
2015
Q2 		$689K Sell
197,531
-6,398
-3% -$24.6K ﹤0.01% 1638
2015
Q1 		$761K Sell
203,929
-2,807
-1% -$10.3K ﹤0.01% 1553
2014
Q4 		$734K Buy
206,736
+6,426
+3% +$20K ﹤0.01% 1523
2014
Q3 		$595K Sell
200,310
-8,495
-4% -$29K ﹤0.01% 1651
2014
Q2 		$743K Sell
208,805
-4,225
-2% -$16.3K ﹤0.01% 1533
2014
Q1 		$831K Sell
213,030
-2,692
-1% -$11.2K 0.01% 1381
2013
Q4 		$949K Sell
215,722
-369
-0.2% -$1.45K 0.01% 1269
2013
Q3 		$790K Buy
216,091
+5,627
+3% +$14.4K 0.01% 1335
2013
Q2 		$368K Buy
+210,464
New +$314K ﹤0.01% 1767

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

LPL Financial's ALU Position: Q1 2016 in Review

LPL Financial sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 32,718 shares — an estimated $128K sold.

LPL Financial first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $949K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • LPL Financial reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 32,718 Alcatel-Lucent shares in Q1 2016, an estimated $128K.
  • LPL Financial first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • LPL Financial's Alcatel-Lucent position peaked at $949K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.