WP
ALU

WealthPLAN Partners’s Alcatel-Lucent ALU Stock Holding History

WealthPLAN Partners’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 		$540 Buy
+221
New +$854 ﹤0.01% 1582
2015
Q2 		$0 Sell
126
-65
-34% -$250 ﹤0.01% 546
2015
Q1 		$0 Buy
+191
New +$702 ﹤0.01% 550

Other funds holding ALU

AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $1.89T AUM 35.08% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

WealthPLAN Partners's ALU Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Alcatel-Lucent (ALU) in Q4 2015: 221 shares worth $540. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in ALU as recently as Q2 2015.

WealthPLAN Partners first reported a position in ALU in Q1 2015 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold ALU as of Q4 2015.

  • WealthPLAN Partners held 221 shares of Alcatel-Lucent worth $540 as of Q4 2015.
  • Alcatel-Lucent was a new WealthPLAN Partners position in Q4 2015.
  • Alcatel-Lucent made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1582 holding.
  • WealthPLAN Partners first reported a position in Alcatel-Lucent in Q1 2015 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.