Northwestern Mutual Wealth Management
ALU

Northwestern Mutual Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Northwestern Mutual Wealth Management’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
-3,626
Closed -$14K – 2391
2015
Q4 		$14K Buy
3,626
+3,434
+1,789% +$13.3K ﹤0.01% 1110
2015
Q3 		$1K Sell
192
-4
-2% -$14 ﹤0.01% 1643
2015
Q2 		$1K Sell
196
-25
-11% -$96 ﹤0.01% 1368
2015
Q1 		$1K Buy
221
+171
+342% +$628 ﹤0.01% 1526
2014
Q4 		$0 Sell
50
-97
-66% -$302 ﹤0.01% 1892
2014
Q3 		$0 Sell
147
-112
-43% -$382 ﹤0.01% 1532
2014
Q2 		$1K Sell
259
-45
-15% -$174 ﹤0.01% 1228
2014
Q1 		$1K Sell
304
-370
-55% -$1.53K ﹤0.01% 1240
2013
Q4 		$3K Buy
674
+553
+457% +$2.17K ﹤0.01% 1217
2013
Q3 		$0 Buy
121
+51
+73% +$130 ﹤0.01% 1548
2013
Q2 		$0 Buy
+70
New +$105 ﹤0.01% 1269

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

Northwestern Mutual Wealth Management's ALU Position: Q1 2016 in Review

Northwestern Mutual Wealth Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 3,626 shares — an estimated $14K sold.

Northwestern Mutual Wealth Management first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Northwestern Mutual Wealth Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,626 Alcatel-Lucent shares in Q1 2016, an estimated $14K.
  • Northwestern Mutual Wealth Management first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Northwestern Mutual Wealth Management's Alcatel-Lucent position peaked at $14K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.