Morgan Stanley
ALU

Morgan Stanley’s Alcatel-Lucent ALU Stock Holding History

Morgan Stanley’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
-4,057,206
Closed -$15.5M – 6943
2015
Q4 		$15.5M Sell
4,057,206
-1,728,819
-30% -$6.68M 0.01% 1602
2015
Q3 		$21.1M Buy
5,786,025
+589,209
+11% +$2.06M 0.01% 1329
2015
Q2 		$18.8M Buy
5,196,816
+1,596,412
+44% +$6.13M 0.01% 1547
2015
Q1 		$13.4M Buy
3,600,404
+628,224
+21% +$2.31M ﹤0.01% 1774
2014
Q4 		$10.6M Buy
2,972,180
+85,351
+3% +$266K ﹤0.01% 2010
2014
Q3 		$8.75M Sell
2,886,829
-124,632
-4% -$425K ﹤0.01% 2144
2014
Q2 		$10.7M Sell
3,011,461
-5,502,807
-65% -$21.2M ﹤0.01% 1974
2014
Q1 		$33.2M Buy
8,514,268
+480,214
+6% +$1.99M 0.01% 993
2013
Q4 		$35.4M Sell
8,034,054
-5,662,632
-41% -$22.2M 0.02% 941
2013
Q3 		$46.5M Buy
13,696,686
+11,121,911
+432% +$28.4M 0.02% 723
2013
Q2 		$4.51M Buy
+2,574,775
New +$3.84M ﹤0.01% 2429

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

Morgan Stanley's ALU Position: Q1 2016 in Review

Morgan Stanley sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 4,057,206 shares — an estimated $15.5M sold.

Morgan Stanley first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $46.5M in Q3 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Morgan Stanley reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Morgan Stanley sold 4,057,206 Alcatel-Lucent shares in Q1 2016, an estimated $15.5M.
  • Morgan Stanley first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Morgan Stanley's Alcatel-Lucent position peaked at $46.5M in Q3 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Morgan Stanley's 13F filing for Q1 2016, filed 12 May 2016.