RIA
ALU

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

Regal 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
Q4 		– Sell
-44
Closed – – 1060
2015
Q3 		$0 Hold
44
– – ﹤0.01% 1171
2015
Q2 		$0 Hold
44
– – ﹤0.01% 1074
2015
Q1 		$0 Hold
44
– – ﹤0.01% 1080
2014
Q4 		$0 Sell
44
-19
-30% -$59 ﹤0.01% 1061
2014
Q3 		$0 Sell
63
-101
-62% -$344 ﹤0.01% 1007
2014
Q2 		$1K Sell
164
-976
-86% -$3.76K ﹤0.01% 895
2014
Q1 		$4K Buy
1,140
+1,096
+2,491% +$4.54K ﹤0.01% 779
2013
Q4 		$0 Sell
44
-1,025
-96% -$4.03K ﹤0.01% 1011
2013
Q3 		$4K Hold
1,069
– – ﹤0.01% 746
2013
Q2 		$2K Buy
+1,069
New +$1.6K ﹤0.01% 823

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
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

Regal Investment Advisors's ALU Position: Q4 2015 in Review

Regal Investment Advisors sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 44 shares.

Regal Investment Advisors first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q1 2014. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Regal Investment Advisors reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 44 Alcatel-Lucent shares in Q4 2015.
  • Regal Investment Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Alcatel-Lucent position peaked at $4K in Q1 2014.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.