WA
ALU

WealthTrust-Arizona’s Alcatel-Lucent ALU Stock Holding History

WealthTrust-Arizona’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
2016
Q1 		– Sell
-3
Closed – – 629
2015
Q4 		$0 Hold
3
– – ﹤0.01% 632
2015
Q3 		$0 Hold
3
– – ﹤0.01% 673
2015
Q2 		$0 Hold
3
– – ﹤0.01% 696
2015
Q1 		$0 Hold
3
– – ﹤0.01% 699
2014
Q4 		$0 Sell
3
-2,000
-100% -$6.24K ﹤0.01% 699
2014
Q3 		$6K Sell
2,003
-1,500
-43% -$5.12K 0.01% 486
2014
Q2 		$12K Buy
3,503
+500
+17% +$1.93K 0.01% 391
2014
Q1 		$12K Hold
3,003
– – 0.01% 404
2013
Q4 		$13K Buy
3,003
+3,000
+100,000% +$11.8K 0.02% 365
2013
Q3 		$0 Hold
3
– – ﹤0.01% 688
2013
Q2 		$0 Buy
+3
New +$4 ﹤0.01% 644

Other funds holding ALU

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

WealthTrust-Arizona's ALU Position: Q1 2016 in Review

WealthTrust-Arizona sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 3 shares.

WealthTrust-Arizona first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $13K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • WealthTrust-Arizona reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 3 Alcatel-Lucent shares in Q1 2016.
  • WealthTrust-Arizona first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • WealthTrust-Arizona's Alcatel-Lucent position peaked at $13K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on WealthTrust-Arizona's 13F filing for Q1 2016, filed 26 Apr 2016.