WA
ALU

Waverly Advisors’s Alcatel-Lucent ALU Stock Holding History

Waverly 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
-282
Closed -$1K – 462
2015
Q3 		$1K Hold
282
– – ﹤0.01% 422
2015
Q2 		$1K Hold
282
– – ﹤0.01% 353
2015
Q1 		$1K Hold
282
– – ﹤0.01% 338
2014
Q4 		$1K Hold
282
– – ﹤0.01% 403
2014
Q3 		$1K Hold
282
– – ﹤0.01% 753
2014
Q2 		$1K Sell
282
-4
-1% -$15 ﹤0.01% 714
2014
Q1 		$1K Buy
286
+52
+22% +$216 ﹤0.01% 686
2013
Q4 		$1K Sell
234
-9
-4% -$35 ﹤0.01% 813
2013
Q3 		$1K Buy
+243
New +$621 ﹤0.01% 564

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

Waverly Advisors's ALU Position: Q4 2015 in Review

Waverly Advisors sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 282 shares — an estimated $1K sold.

Waverly Advisors first reported a position in ALU in Q3 2013 and held it in 9 quarters. The position peaked at $1K in Q3 2015. 232 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • Waverly Advisors reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 282 Alcatel-Lucent shares in Q4 2015, an estimated $1K.
  • Waverly Advisors first reported a position in Alcatel-Lucent in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's Alcatel-Lucent position peaked at $1K in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.