S
ALU

SignatureFD’s Alcatel-Lucent ALU Stock Holding History

SignatureFD’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
-898
Closed -$3K – 1523
2015
Q4 		$3K Sell
898
-136
-13% -$525 ﹤0.01% 1053
2015
Q3 		$4K Buy
1,034
+890
+618% +$3.12K ﹤0.01% 916
2015
Q2 		$1K Hold
144
– – ﹤0.01% 1047
2015
Q1 		$1K Hold
144
– – ﹤0.01% 947
2014
Q4 		$1K Hold
144
– – ﹤0.01% 843
2014
Q3 		$0 Hold
144
– – ﹤0.01% 969
2014
Q2 		$1K Sell
144
-299
-67% -$1.15K ﹤0.01% 848
2014
Q1 		$2K Buy
443
+146
+49% +$605 ﹤0.01% 646
2013
Q4 		$1K Sell
297
-12
-4% -$47 ﹤0.01% 700
2013
Q3 		$1K Buy
309
+159
+106% +$406 ﹤0.01% 644
2013
Q2 		$0 Buy
+150
New +$224 ﹤0.01% 651

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 20.21% 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 $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

SignatureFD's ALU Position: Q1 2016 in Review

SignatureFD sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 898 shares — an estimated $3K sold.

SignatureFD first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $4K in Q3 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • SignatureFD reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • SignatureFD sold 898 Alcatel-Lucent shares in Q1 2016, an estimated $3K.
  • SignatureFD first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • SignatureFD's Alcatel-Lucent position peaked at $4K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on SignatureFD's 13F filing for Q1 2016, filed 12 May 2016.