TWMP
ALU

Taylor Wealth Management Partners’s Alcatel-Lucent ALU Stock Holding History

Taylor Wealth Management Partners’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
-17
Closed – – 164
2015
Q4 		$0 Buy
+17
New +$66 ﹤0.01% 168

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

Taylor Wealth Management Partners's ALU Position: Q1 2016 in Review

Taylor Wealth Management Partners sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 17 shares.

Taylor Wealth Management Partners first reported a position in ALU in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Taylor Wealth Management Partners reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 17 Alcatel-Lucent shares in Q1 2016.
  • Taylor Wealth Management Partners first reported a position in Alcatel-Lucent in Q4 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Alcatel-Lucent position peaked at $0 in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2016, filed 13 Apr 2016.