LIA
ALU

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

LS 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
2016
Q1 		– Sell
-1,130
Closed -$4K – 1898
2015
Q4 		$4K Sell
1,130
-19
-2% -$73 ﹤0.01% 1776
2015
Q3 		$4K Buy
1,149
+19
+2% +$67 ﹤0.01% 1759
2015
Q2 		$4K Hold
1,130
– – ﹤0.01% 1760
2015
Q1 		$4K Hold
1,130
– – ﹤0.01% 868
2014
Q4 		$4K Hold
1,130
– – ﹤0.01% 882
2014
Q3 		$3K Hold
1,130
– – ﹤0.01% 904
2014
Q2 		$4K Hold
1,130
– – ﹤0.01% 880
2014
Q1 		$4K Hold
1,130
– – ﹤0.01% 869
2013
Q4 		$5K Sell
1,130
-45
-4% -$177 ﹤0.01% 964
2013
Q3 		$4K Hold
1,175
– – ﹤0.01% 749
2013
Q2 		$2K Buy
+1,175
New +$1.75K ﹤0.01% 922

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

LS Investment Advisors's ALU Position: Q1 2016 in Review

LS Investment Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 1,130 shares — an estimated $4K sold.

LS Investment Advisors first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $5K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • LS Investment Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • LS Investment Advisors sold 1,130 Alcatel-Lucent shares in Q1 2016, an estimated $4K.
  • LS Investment Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • LS Investment Advisors's Alcatel-Lucent position peaked at $5K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on LS Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.