MA
ALU

Marshwinds Advisory’s Alcatel-Lucent ALU Stock Holding History

Marshwinds Advisory’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
2015
Q4 		– Sell
-10,247
Closed -$37K – 141
2015
Q3 		$37K Buy
10,247
+12
+0.1% +$42 0.02% 138
2015
Q2 		$37K Sell
10,235
-452
-4% -$1.74K 0.02% 139
2015
Q1 		$40K Sell
10,687
-105
-1% -$386 0.02% 143
2014
Q4 		$38K Sell
10,792
-315
-3% -$982 0.02% 147
2014
Q3 		$34K Sell
11,107
-182
-2% -$621 0.02% 141
2014
Q2 		$40K Sell
11,289
-1,444
-11% -$5.57K 0.02% 143
2014
Q1 		$50K Buy
12,733
+305
+2% +$1.26K 0.03% 140
2013
Q4 		$55K Sell
12,428
-497
-4% -$1.95K 0.03% 134
2013
Q3 		$44K Hold
12,925
– – 0.03% 133
2013
Q2 		$23K Buy
+12,925
New +$19.3K 0.01% 133

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Marshwinds Advisory's ALU Position: Q4 2015 in Review

Marshwinds Advisory sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 10,247 shares — an estimated $37K sold.

Marshwinds Advisory first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $55K in Q4 2013. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Marshwinds Advisory reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Marshwinds Advisory sold 10,247 Alcatel-Lucent shares in Q4 2015, an estimated $37K.
  • Marshwinds Advisory first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • Marshwinds Advisory's Alcatel-Lucent position peaked at $55K in Q4 2013.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Marshwinds Advisory's 13F filing for Q4 2015, filed 8 Jan 2016.