NES
ALU

New England Securities’s Alcatel-Lucent ALU Stock Holding History

New England Securities’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
Q4 		$2K Sell
507
-100
-16% -$312 ﹤0.01% 1524
2014
Q3 		$2K Sell
607
-1,907
-76% -$6.5K ﹤0.01% 1540
2014
Q2 		$9K Hold
2,514
– – ﹤0.01% 1153
2014
Q1 		$10K Sell
2,514
-25,121
-91% -$104K ﹤0.01% 1091
2013
Q4 		$122K Sell
27,635
-27,181
-50% -$107K 0.05% 366
2013
Q3 		$186K Buy
54,816
+52,124
+1,936% +$133K 0.09% 233
2013
Q2 		$5K Buy
+2,692
New +$4.02K ﹤0.01% 1075

Other funds holding ALU

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Securities's ALU Position: Q4 2014 in Review

New England Securities reduced its Alcatel-Lucent (ALU) stake by 16% in Q4 2014, selling an estimated $312 and leaving 507 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

New England Securities first reported a position in ALU in Q2 2013 and has held it in 7 quarters since. The position peaked at $186K in Q3 2013. 257 funds tracked by Wall St. Rank hold ALU as of Q4 2014.

  • New England Securities held 507 shares of Alcatel-Lucent worth $2K as of Q4 2014.
  • New England Securities sold 100 Alcatel-Lucent shares in Q4 2014, an estimated $312.
  • Alcatel-Lucent made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1524 holding.
  • New England Securities first reported a position in Alcatel-Lucent in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Alcatel-Lucent position peaked at $186K in Q3 2013.
  • 257 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.