WT
ALU

Whittier Trust’s Alcatel-Lucent ALU Stock Holding History

Whittier Trust’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
-158
Closed -$1K – 1262
2015
Q4 		$1K Buy
158
+139
+732% +$537 ﹤0.01% 1184
2015
Q3 		$0 Hold
19
– – ﹤0.01% 1266
2015
Q2 		$0 Hold
19
– – ﹤0.01% 1331
2015
Q1 		$0 Hold
19
– – ﹤0.01% 1260
2014
Q4 		$0 Buy
+19
New +$59 ﹤0.01% 1117

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

Whittier Trust's ALU Position: Q1 2016 in Review

Whittier Trust sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 158 shares — an estimated $1K sold.

Whittier Trust first reported a position in ALU in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Whittier Trust reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Whittier Trust sold 158 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • Whittier Trust first reported a position in Alcatel-Lucent in Q4 2014 and held it in 5 quarters.
  • Whittier Trust's Alcatel-Lucent position peaked at $1K in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Whittier Trust's 13F filing for Q1 2016, filed 28 Apr 2016.