Wealthfront’s Alcatel-Lucent ALU Stock Holding History

Wealthfront’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	-10	Closed	–	–	1340
2015 Q3	$0	Sell	10 -294	-97%	-$1.03K	﹤0.01%	1565
2015 Q2	$1K	Buy	304 +207	+213%	+$795	﹤0.01%	1279
2015 Q1	$0	Sell	97 -15	-13%	-$55	﹤0.01%	1293
2014 Q4	$0	Buy	+112	New	+$349	﹤0.01%	1163

Other funds holding ALU

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

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

Wealthfront's ALU Position: Q4 2015 in Review

Wealthfront sold out of Alcatel-Lucent (ALU) in Q4 2015, closing a stake of 10 shares.

Wealthfront 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.

Wealthfront reported no remaining Alcatel-Lucent position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 10 Alcatel-Lucent shares in Q4 2015.
Wealthfront first reported a position in Alcatel-Lucent in Q4 2014 and held it in 4 quarters.
Wealthfront'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 Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.