MSFP
ALU

Mark Sheptoff Financial Planning’s Alcatel-Lucent ALU Stock Holding History

Mark Sheptoff Financial Planning’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
2014
Q2 		– Sell
-2,895
Closed -$11K – 378
2014
Q1 		$11K Buy
+2,895
New +$12K 0.01% 280

Other funds holding ALU

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALU Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of Alcatel-Lucent (ALU) in Q2 2014, closing a stake of 2,895 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in ALU in Q1 2014 and held it in 1 quarter. The position peaked at $11K in Q1 2014. 235 funds tracked by Wall St. Rank hold ALU as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining Alcatel-Lucent position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,895 Alcatel-Lucent shares in Q2 2014, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Alcatel-Lucent in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Alcatel-Lucent position peaked at $11K in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.