SA
ALU

SRH Advisors’s Alcatel-Lucent ALU Stock Holding History

SRH 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
Q1 		– Sell
-390
Closed -$1K – 261
2014
Q4 		$1K Hold
390
– – 0.01% 254
2014
Q3 		$1K Hold
390
– – 0.01% 247
2014
Q2 		$1K Hold
390
– – 0.01% 147
2014
Q1 		$2K Hold
390
– – 0.02% 139
2013
Q4 		$2K Buy
+390
New +$1.53K 0.02% 142

Other funds holding ALU

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRH Advisors's ALU Position: Q1 2015 in Review

SRH Advisors sold out of Alcatel-Lucent (ALU) in Q1 2015, closing a stake of 390 shares — an estimated $1K sold.

SRH Advisors first reported a position in ALU in Q4 2013 and held it in 5 quarters. The position peaked at $2K in Q1 2014. 253 funds tracked by Wall St. Rank hold ALU as of Q1 2015.

  • SRH Advisors reported no remaining Alcatel-Lucent position as of Q1 2015 after selling out during the quarter.
  • SRH Advisors sold 390 Alcatel-Lucent shares in Q1 2015, an estimated $1K.
  • SRH Advisors first reported a position in Alcatel-Lucent in Q4 2013 and held it in 5 quarters.
  • SRH Advisors's Alcatel-Lucent position peaked at $2K in Q1 2014.
  • 253 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2015.

Based on SRH Advisors's 13F filing for Q1 2015, filed 15 May 2015.