SEIA
ALU

Signature Estate & Investment Advisors’s Alcatel-Lucent ALU Stock Holding History

Signature Estate & 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
Q2 		– Sell
-13,375
Closed -$50K – 99
2015
Q1 		$50K Hold
13,375
– – 0.01% 83
2014
Q4 		$47K Hold
13,375
– – 0.02% 84
2014
Q3 		$41K Hold
13,375
– – 0.01% 69
2014
Q2 		$48K Sell
13,375
-815
-6% -$3.14K 0.02% 59
2014
Q1 		$55K Buy
+14,190
New +$58.8K 0.02% 60

Other funds holding ALU

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Estate & Investment Advisors's ALU Position: Q2 2015 in Review

Signature Estate & Investment Advisors sold out of Alcatel-Lucent (ALU) in Q2 2015, closing a stake of 13,375 shares — an estimated $50K sold.

Signature Estate & Investment Advisors first reported a position in ALU in Q1 2014 and held it in 5 quarters. The position peaked at $55K in Q1 2014. 253 funds tracked by Wall St. Rank hold ALU as of Q2 2015.

  • Signature Estate & Investment Advisors reported no remaining Alcatel-Lucent position as of Q2 2015 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 13,375 Alcatel-Lucent shares in Q2 2015, an estimated $50K.
  • Signature Estate & Investment Advisors first reported a position in Alcatel-Lucent in Q1 2014 and held it in 5 quarters.
  • Signature Estate & Investment Advisors's Alcatel-Lucent position peaked at $55K in Q1 2014.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2015.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2015, filed 7 Aug 2015.