SMA
ALU

Simply Money Advisors’s Alcatel-Lucent ALU Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-195
Closed -$1K – 95
2013
Q4 		$1K Sell
195
-103
-35% -$405 ﹤0.01% 83
2013
Q3 		$1K Sell
298
-248
-45% -$634 ﹤0.01% 111
2013
Q2 		$1K Buy
+546
New +$815 ﹤0.01% 421

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Simply Money Advisors's ALU Position: Q1 2014 in Review

Simply Money Advisors sold out of Alcatel-Lucent (ALU) in Q1 2014, closing a stake of 195 shares — an estimated $1K sold.

Simply Money Advisors first reported a position in ALU in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 252 funds tracked by Wall St. Rank hold ALU as of Q1 2014.

  • Simply Money Advisors reported no remaining Alcatel-Lucent position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 195 Alcatel-Lucent shares in Q1 2014, an estimated $1K.
  • Simply Money Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's Alcatel-Lucent position peaked at $1K in Q4 2013.
  • 252 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.