UBS Group
ALU

UBS Group’s Alcatel-Lucent ALU Stock Holding History

UBS 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
2016
Q1 		– Sell
-2,160,455
Closed -$8.28M – 8737
2015
Q4 		$8.28M Buy
2,160,455
+1,600,245
+286% +$6.18M 0.01% 1543
2015
Q3 		$2.04M Buy
560,210
+61,018
+12% +$214K ﹤0.01% 2722
2015
Q2 		$1.81M Buy
499,192
+68,759
+16% +$264K ﹤0.01% 3075
2015
Q1 		$1.61M Sell
430,433
-28,878
-6% -$106K ﹤0.01% 3137
2014
Q4 		$1.63M Buy
+459,311
New +$1.43M ﹤0.01% 3100

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

UBS Group's ALU Position: Q1 2016 in Review

UBS Group sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 2,160,455 shares — an estimated $8.28M sold.

UBS Group first reported a position in ALU in Q4 2014 and held it in 5 quarters. The position peaked at $8.28M in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • UBS Group reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • UBS Group sold 2,160,455 Alcatel-Lucent shares in Q1 2016, an estimated $8.28M.
  • UBS Group first reported a position in Alcatel-Lucent in Q4 2014 and held it in 5 quarters.
  • UBS Group's Alcatel-Lucent position peaked at $8.28M in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on UBS Group's 13F filing for Q1 2016, filed 12 May 2016.