UFA
ALU

US Financial Advisors’s Alcatel-Lucent ALU Stock Holding History

US 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
2015
Q4 		– Sell
-1
Closed – – 694
2015
Q3 		$0 Sell
1
-392
-100% -$1.37K ﹤0.01% 625
2015
Q2 		$1K Hold
393
– – ﹤0.01% 515
2015
Q1 		$1K Buy
393
+392
+39,200% +$1.44K ﹤0.01% 363
2014
Q4 		$0 Buy
+1
New +$3 ﹤0.01% 351

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

US Financial Advisors's ALU Position: Q4 2015 in Review

US Financial Advisors sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 1 share.

US Financial Advisors first reported a position in ALU in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • US Financial Advisors reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 1 Alcatel-Lucent share in Q4 2015.
  • US Financial Advisors first reported a position in Alcatel-Lucent in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's Alcatel-Lucent position peaked at $1K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.