RCM
ALU

Rotella Capital Management’s Alcatel-Lucent ALU Stock Holding History

Rotella Capital Management’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
-20,259
Closed -$78K – 376
2015
Q4 		$78K Buy
+20,259
New +$78.3K 0.07% 343

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 68.52% 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 $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

Rotella Capital Management's ALU Position: Q1 2016 in Review

Rotella Capital Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 20,259 shares — an estimated $78K sold.

Rotella Capital Management first reported a position in ALU in Q4 2015 and held it in 1 quarter. The position peaked at $78K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Rotella Capital Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 20,259 Alcatel-Lucent shares in Q1 2016, an estimated $78K.
  • Rotella Capital Management first reported a position in Alcatel-Lucent in Q4 2015 and held it in 1 quarter.
  • Rotella Capital Management's Alcatel-Lucent position peaked at $78K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.