Pinnacle Summer Investments’s Alcatel-Lucent ALU Stock Holding History

Pinnacle Summer Investments’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 Q4	$1K	Buy	353 +72	+26%	+$278	﹤0.01%	759
2015 Q3	$0	Sell	281 -103	-27%	-$361	﹤0.01%	1082
2015 Q2	$2K	Hold	384	–	–	﹤0.01%	694
2015 Q1	$2K	Hold	384	–	–	﹤0.01%	955
2014 Q4	$1K	Sell	384 -98	-20%	-$306	﹤0.01%	1008
2014 Q3	$1K	Buy	482 +140	+41%	+$477	﹤0.01%	1052
2014 Q2	$1K	Hold	342	–	–	﹤0.01%	992
2014 Q1	$1K	Sell	342 -70	-17%	-$290	﹤0.01%	955
2013 Q4	$1K	Buy	412 +146	+55%	+$574	﹤0.01%	951
2013 Q3	$1K	Hold	266	–	–	﹤0.01%	925
2013 Q2	$0	Buy	+266	New	+$397	﹤0.01%	828

Other funds holding ALU

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BCM

BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Pinnacle Summer Investments's ALU Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Alcatel-Lucent (ALU) stake by 26% in Q4 2015, buying an estimated $278 and bringing the position to 353 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Pinnacle Summer Investments first reported a position in ALU in Q2 2013 and has held it in 11 quarters since. The position peaked at $2K in Q2 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

Pinnacle Summer Investments held 353 shares of Alcatel-Lucent worth $1K as of Q4 2015.
Pinnacle Summer Investments bought 72 Alcatel-Lucent shares in Q4 2015, an estimated $278.
Alcatel-Lucent made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #759 holding.
Pinnacle Summer Investments first reported a position in Alcatel-Lucent in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Alcatel-Lucent position peaked at $2K in Q2 2015.
232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.