SSG
ALU

Summit Securities Group’s Alcatel-Lucent ALU Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-4
Closed – – 512
2015
Q3 		$0 Sell
4
-147
-97% -$515 ﹤0.01% 616
2015
Q2 		$1K Buy
151
+114
+308% +$438 ﹤0.01% 436
2015
Q1 		$0 Sell
37
-2
-5% -$7 ﹤0.01% 742
2014
Q4 		$0 Buy
39
+26
+200% +$81 ﹤0.01% 822
2014
Q3 		$0 Sell
13
-69
-84% -$235 ﹤0.01% 861
2014
Q2 		$0 Buy
82
+41
+100% +$158 ﹤0.01% 706
2014
Q1 		$0 Buy
+41
New +$170 ﹤0.01% 670
2013
Q3 		– Sell
-129
Closed – – 660
2013
Q2 		$0 Buy
+129
New +$193 ﹤0.01% 624

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Summit Securities Group's ALU Position: Q4 2015 in Review

Summit Securities Group sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 4 shares.

Summit Securities Group first reported a position in ALU in Q2 2013 and held it in 8 quarters. The position peaked at $1K in Q2 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Summit Securities Group reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 4 Alcatel-Lucent shares in Q4 2015.
  • Summit Securities Group first reported a position in Alcatel-Lucent in Q2 2013 and held it in 8 quarters.
  • Summit Securities Group's Alcatel-Lucent position peaked at $1K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.