SFM
ALU

Systematic Financial Management’s Alcatel-Lucent ALU Stock Holding History

Systematic Financial 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
Q3 		– Sell
-2,101,666
Closed -$7.48M – 755
2014
Q2 		$7.48M Sell
2,101,666
-268,421
-11% -$1.04M 0.05% 311
2014
Q1 		$9.24M Sell
2,370,087
-1,039,560
-30% -$4.31M 0.06% 282
2013
Q4 		$15M Buy
3,409,647
+670,010
+24% +$2.63M 0.11% 199
2013
Q3 		$9.3M Buy
+2,739,637
New +$7M 0.07% 259

Other funds holding ALU

RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Systematic Financial Management's ALU Position: Q3 2014 in Review

Systematic Financial Management sold out of Alcatel-Lucent (ALU) in Q3 2014, closing a stake of 2,101,666 shares — an estimated $7.48M sold.

Systematic Financial Management first reported a position in ALU in Q3 2013 and held it in 4 quarters. The position peaked at $15M in Q4 2013. 229 funds tracked by Wall St. Rank hold ALU as of Q3 2014.

  • Systematic Financial Management reported no remaining Alcatel-Lucent position as of Q3 2014 after selling out during the quarter.
  • Systematic Financial Management sold 2,101,666 Alcatel-Lucent shares in Q3 2014, an estimated $7.48M.
  • Systematic Financial Management first reported a position in Alcatel-Lucent in Q3 2013 and held it in 4 quarters.
  • Systematic Financial Management's Alcatel-Lucent position peaked at $15M in Q4 2013.
  • 229 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q3 2014.

Based on Systematic Financial Management's 13F filing for Q3 2014, filed 12 Nov 2014.