NFG
ALU

Nadler Financial Group’s Alcatel-Lucent ALU Stock Holding History

Nadler Financial Group’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
-58,800
Closed -$215K – 88
2015
Q3 		$215K Hold
58,800
– – 0.11% 74
2015
Q2 		$213K Hold
58,800
– – 0.1% 77
2015
Q1 		$219K Buy
58,800
+6,410
+12% +$23.6K 0.11% 81
2014
Q4 		$186K Buy
52,390
+8,726
+20% +$27.2K 0.1% 83
2014
Q3 		$132K Buy
43,664
+13,730
+46% +$46.8K 0.08% 75
2014
Q2 		$107K Buy
29,934
+530
+2% +$2.04K 0.07% 71
2014
Q1 		$115K Sell
29,404
-1,000
-3% -$4.15K 0.08% 68
2013
Q4 		$134K Sell
30,404
-189
-0.6% -$743 0.09% 81
2013
Q3 		$104K Buy
+30,593
New +$78.2K 0.08% 73

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

Nadler Financial Group's ALU Position: Q4 2015 in Review

Nadler Financial Group sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 58,800 shares — an estimated $215K sold.

Nadler Financial Group first reported a position in ALU in Q3 2013 and held it in 9 quarters. The position peaked at $219K in Q1 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Nadler Financial Group reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Nadler Financial Group sold 58,800 Alcatel-Lucent shares in Q4 2015, an estimated $215K.
  • Nadler Financial Group first reported a position in Alcatel-Lucent in Q3 2013 and held it in 9 quarters.
  • Nadler Financial Group's Alcatel-Lucent position peaked at $219K in Q1 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Nadler Financial Group's 13F filing for Q4 2015, filed 20 Jan 2016.