OIA
ALU

Optimum Investment Advisors’s Alcatel-Lucent ALU Stock Holding History

Optimum Investment Advisors’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
Q1 		$0 Hold
17
– – ﹤0.01% 1021
2014
Q4 		$0 Sell
17
-1,033
-98% -$3.22K ﹤0.01% 1044
2014
Q3 		$3K Hold
1,050
– – ﹤0.01% 882
2014
Q2 		$4K Hold
1,050
– – ﹤0.01% 867
2014
Q1 		$4K Hold
1,050
– – ﹤0.01% 691
2013
Q4 		$5K Sell
1,050
-42
-4% -$165 ﹤0.01% 677
2013
Q3 		$4K Buy
+1,092
New +$2.79K ﹤0.01% 656

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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Optimum Investment Advisors's ALU Position: Q1 2015 in Review

Optimum Investment Advisors held its Alcatel-Lucent (ALU) position steady in Q1 2015 at 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Optimum Investment Advisors first reported a position in ALU in Q3 2013 and has held it in 7 quarters since. The position peaked at $5K in Q4 2013. 253 funds tracked by Wall St. Rank hold ALU as of Q1 2015.

  • Optimum Investment Advisors held 17 shares of Alcatel-Lucent worth $0 as of Q1 2015.
  • Optimum Investment Advisors left its Alcatel-Lucent share count unchanged in Q1 2015.
  • Alcatel-Lucent made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #1021 holding.
  • Optimum Investment Advisors first reported a position in Alcatel-Lucent in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Alcatel-Lucent position peaked at $5K in Q4 2013.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.