PMFA
ALU

Plante Moran Financial Advisors’s Alcatel-Lucent ALU Stock Holding History

Plante Moran Financial 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
2016
Q1 		– Sell
-3
Closed – – 1145
2015
Q4 		$0 Sell
3
-473
-99% -$1.83K ﹤0.01% 1031
2015
Q3 		$2K Buy
476
+473
+15,767% +$1.66K ﹤0.01% 674
2015
Q2 		$0 Hold
3
– – ﹤0.01% 765
2015
Q1 		$0 Hold
3
– – ﹤0.01% 844
2014
Q4 		$0 Hold
3
– – ﹤0.01% 890
2014
Q3 		$0 Hold
3
– – ﹤0.01% 902
2014
Q2 		$0 Hold
3
– – ﹤0.01% 879
2014
Q1 		$0 Sell
3
-18
-86% -$75 ﹤0.01% 742
2013
Q4 		$0 Sell
21
-1
-5% -$4 ﹤0.01% 737
2013
Q3 		$0 Sell
22
-2
-8% -$5 ﹤0.01% 691
2013
Q2 		$0 Buy
+24
New +$36 ﹤0.01% 600

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 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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 $18.2B AUM 22.02% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Plante Moran Financial Advisors's ALU Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 3 shares.

Plante Moran Financial Advisors first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $2K in Q3 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 Alcatel-Lucent shares in Q1 2016.
  • Plante Moran Financial Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • Plante Moran Financial Advisors's Alcatel-Lucent position peaked at $2K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.