WA
ALU

WFG Advisors’s Alcatel-Lucent ALU Stock Holding History

WFG 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
2016
Q1 		– Sell
-168
Closed -$1K – 1783
2015
Q4 		$1K Sell
168
-39
-19% -$151 ﹤0.01% 1546
2015
Q3 		$1K Hold
207
– – ﹤0.01% 1579
2015
Q2 		$1K Buy
207
+19
+10% +$73 ﹤0.01% 1640
2015
Q1 		$1K Sell
188
-2,231
-92% -$8.2K ﹤0.01% 1729
2014
Q4 		$9K Sell
2,419
-193
-7% -$602 ﹤0.01% 1507
2014
Q3 		$8K Sell
2,612
-195
-7% -$665 ﹤0.01% 1567
2014
Q2 		$10K Sell
2,807
-466
-14% -$1.8K ﹤0.01% 1500
2014
Q1 		$13K Sell
3,273
-125
-4% -$518 ﹤0.01% 1404
2013
Q4 		$15K Sell
3,398
-637
-16% -$2.5K ﹤0.01% 1470
2013
Q3 		$14K Buy
4,035
+560
+16% +$1.43K ﹤0.01% 1422
2013
Q2 		$6K Buy
+3,475
New +$5.19K ﹤0.01% 1631

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

WFG Advisors's ALU Position: Q1 2016 in Review

WFG Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 168 shares — an estimated $1K sold.

WFG Advisors first reported a position in ALU in Q2 2013 and held it in 11 quarters. The position peaked at $15K in Q4 2013. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • WFG Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 168 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • WFG Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's Alcatel-Lucent position peaked at $15K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.