TIM
ALU

Tortoise Investment Management’s Alcatel-Lucent ALU Stock Holding History

Tortoise Investment 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
2016
Q1 		– Sell
-221
Closed -$1K – 454
2015
Q4 		$1K Hold
221
– – ﹤0.01% 410
2015
Q3 		$1K Hold
221
– – ﹤0.01% 401
2015
Q2 		$1K Sell
221
-35
-14% -$134 ﹤0.01% 426
2015
Q1 		$1K Sell
256
-26
-9% -$96 ﹤0.01% 412
2014
Q4 		$1K Buy
282
+141
+100% +$440 ﹤0.01% 459
2014
Q3 		$0 Hold
141
– – ﹤0.01% 443
2014
Q2 		$1K Buy
141
+115
+442% +$444 ﹤0.01% 418
2014
Q1 		$0 Buy
+26
New +$108 ﹤0.01% 387

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

Tortoise Investment Management's ALU Position: Q1 2016 in Review

Tortoise Investment Management sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 221 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in ALU in Q1 2014 and held it in 8 quarters. The position peaked at $1K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Tortoise Investment Management reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 221 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • Tortoise Investment Management first reported a position in Alcatel-Lucent in Q1 2014 and held it in 8 quarters.
  • Tortoise Investment Management's Alcatel-Lucent position peaked at $1K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Tortoise Investment Management's 13F filing for Q1 2016, filed 6 May 2016.