SHWM
ALU

Smith & Howard Wealth Management’s Alcatel-Lucent ALU Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-7,500
Closed -$33K – 242
2013
Q4 		$33K Buy
+7,500
New +$29.5K 0.02% 132

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

Smith & Howard Wealth Management's ALU Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Alcatel-Lucent (ALU) in Q1 2014, closing a stake of 7,500 shares — an estimated $33K sold.

Smith & Howard Wealth Management first reported a position in ALU in Q4 2013 and held it in 1 quarter. The position peaked at $33K in Q4 2013. 252 funds tracked by Wall St. Rank hold ALU as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Alcatel-Lucent position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 7,500 Alcatel-Lucent shares in Q1 2014, an estimated $33K.
  • Smith & Howard Wealth Management first reported a position in Alcatel-Lucent in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Alcatel-Lucent position peaked at $33K in Q4 2013.
  • 252 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.