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

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AAM
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AA
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Arrowstreet Capital
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BCM
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Morgan Stanley
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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 $253M 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