UCFA
ALU

United Capital Financial Advisors’s Alcatel-Lucent ALU Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-17,828
Closed -$62K – 1319
2016
Q1 		$62K Buy
17,828
+1,467
+9% +$5.38K ﹤0.01% 1193
2015
Q4 		$63K Buy
+16,361
New +$63.2K ﹤0.01% 1188

United Capital Financial Advisors's ALU Position: Q2 2016 in Review

United Capital Financial Advisors sold out of Alcatel-Lucent (ALU) in Q2 2016, closing a stake of 17,828 shares — an estimated $62K sold.

United Capital Financial Advisors first reported a position in ALU in Q4 2015 and held it in 2 quarters. The position peaked at $63K in Q4 2015. 0 funds tracked by Wall St. Rank hold ALU as of Q2 2016.

  • United Capital Financial Advisors reported no remaining Alcatel-Lucent position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,828 Alcatel-Lucent shares in Q2 2016, an estimated $62K.
  • United Capital Financial Advisors first reported a position in Alcatel-Lucent in Q4 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's Alcatel-Lucent position peaked at $63K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.