PA
ALU

Pinnacle Associates’s Alcatel-Lucent ALU Stock Holding History

Pinnacle Associates’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
-18,164
Closed -$70K – 664
2015
Q4 		$70K Sell
18,164
-359
-2% -$1.39K ﹤0.01% 630
2015
Q3 		$68K Sell
18,523
-91
-0.5% -$319 ﹤0.01% 626
2015
Q2 		$67K Sell
18,614
-66
-0.4% -$253 ﹤0.01% 646
2015
Q1 		$70K Sell
18,680
-85
-0.5% -$312 ﹤0.01% 637
2014
Q4 		$67K Hold
18,765
– – ﹤0.01% 613
2014
Q3 		$57K Sell
18,765
-86
-0.5% -$293 ﹤0.01% 615
2014
Q2 		$67K Sell
18,851
-342
-2% -$1.32K ﹤0.01% 605
2014
Q1 		$75K Sell
19,193
-173
-0.9% -$717 ﹤0.01% 590
2013
Q4 		$85K Sell
19,366
-1,687
-8% -$6.63K ﹤0.01% 584
2013
Q3 		$71K Hold
21,053
– – ﹤0.01% 565
2013
Q2 		$37K Buy
+21,053
New +$31.4K ﹤0.01% 540

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

Pinnacle Associates's ALU Position: Q1 2016 in Review

Pinnacle Associates sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 18,164 shares — an estimated $70K sold.

Pinnacle Associates first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $85K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Pinnacle Associates reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Pinnacle Associates sold 18,164 Alcatel-Lucent shares in Q1 2016, an estimated $70K.
  • Pinnacle Associates first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Pinnacle Associates's Alcatel-Lucent position peaked at $85K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Pinnacle Associates's 13F filing for Q1 2016, filed 13 May 2016.