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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-4,129
Closed 1954
2016
Q1
$0 Hold
4,129
﹤0.01% 1974
2015
Q4
$15K Sell
4,129
-341
-8% -$1.32K 0.01% 1049
2015
Q3
$16K Buy
4,470
+32
+0.7% +$112 0.01% 1044
2015
Q2
$16K Sell
4,438
-3,000
-40% -$11.5K 0.01% 1098
2015
Q1
$27K Sell
7,438
-1
-0% -$4 0.01% 883
2014
Q4
$26K Sell
7,439
-1,094
-13% -$3.41K 0.01% 889
2014
Q3
$26K Sell
8,533
-117
-1% -$399 0.01% 1273
2014
Q2
$29K Buy
+8,650
New +$33.4K 0.02% 490

Next Financial Group's ALU Position: Q2 2016 in Review

Next Financial Group sold out of Alcatel-Lucent (ALU) in Q2 2016, closing a stake of 4,129 shares.

Next Financial Group first reported a position in ALU in Q2 2014 and held it in 8 quarters. The position peaked at $29K in Q2 2014. 0 funds tracked by Wall St. Rank hold ALU as of Q2 2016.

  • Next Financial Group reported no remaining Alcatel-Lucent position as of Q2 2016 after selling out during the quarter.
  • Next Financial Group sold 4,129 Alcatel-Lucent shares in Q2 2016.
  • Next Financial Group first reported a position in Alcatel-Lucent in Q2 2014 and held it in 8 quarters.
  • Next Financial Group's Alcatel-Lucent position peaked at $29K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2016.

Based on Next Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.