Stifel Financial
ALU

Stifel Financial’s Alcatel-Lucent ALU Stock Holding History

Stifel Financial’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
-16,617
Closed -$64K – 2489
2015
Q4 		$64K Sell
16,617
-993
-6% -$3.84K ﹤0.01% 2263
2015
Q3 		$65K Buy
17,610
+1,679
+11% +$5.88K ﹤0.01% 2168
2015
Q2 		$58K Sell
15,931
-71
-0.4% -$273 ﹤0.01% 2293
2015
Q1 		$60K Buy
16,002
+209
+1% +$768 ﹤0.01% 2231
2014
Q4 		$56K Sell
15,793
-2,885
-15% -$8.99K ﹤0.01% 2224
2014
Q3 		$57K Sell
18,678
-19,462
-51% -$66.4K ﹤0.01% 2144
2014
Q2 		$136K Sell
38,140
-250
-0.7% -$964 ﹤0.01% 2067
2014
Q1 		$150K Buy
+38,390
New +$159K ﹤0.01% 1965

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

Stifel Financial's ALU Position: Q1 2016 in Review

Stifel Financial sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 16,617 shares — an estimated $64K sold.

Stifel Financial first reported a position in ALU in Q1 2014 and held it in 8 quarters. The position peaked at $150K in Q1 2014. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Stifel Financial reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Stifel Financial sold 16,617 Alcatel-Lucent shares in Q1 2016, an estimated $64K.
  • Stifel Financial first reported a position in Alcatel-Lucent in Q1 2014 and held it in 8 quarters.
  • Stifel Financial's Alcatel-Lucent position peaked at $150K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Stifel Financial's 13F filing for Q1 2016, filed 16 May 2016.