PWAG
ALU

Polaris Wealth Advisory Group’s Alcatel-Lucent ALU Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q2 		– Sell
-155
Closed -$1K – 167
2014
Q1 		$1K Buy
+155
New +$643 ﹤0.01% 157

Other funds holding ALU

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
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Polaris Wealth Advisory Group's ALU Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Alcatel-Lucent (ALU) in Q2 2014, closing a stake of 155 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in ALU in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 235 funds tracked by Wall St. Rank hold ALU as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Alcatel-Lucent position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 155 Alcatel-Lucent shares in Q2 2014, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Alcatel-Lucent in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Alcatel-Lucent position peaked at $1K in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.