WHI
ALU

William Harris Investors’s Alcatel-Lucent ALU Stock Holding History

William Harris Investors’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
2014
Q2 		– Sell
-60,350
Closed -$235K – 89
2014
Q1 		$235K Hold
60,350
– – 0.07% 79
2013
Q4 		$266K Buy
+60,350
New +$237K 0.08% 76

Other funds holding ALU

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

William Harris Investors's ALU Position: Q2 2014 in Review

William Harris Investors sold out of Alcatel-Lucent (ALU) in Q2 2014, closing a stake of 60,350 shares — an estimated $235K sold.

William Harris Investors first reported a position in ALU in Q4 2013 and held it in 2 quarters. The position peaked at $266K in Q4 2013. 235 funds tracked by Wall St. Rank hold ALU as of Q2 2014.

  • William Harris Investors reported no remaining Alcatel-Lucent position as of Q2 2014 after selling out during the quarter.
  • William Harris Investors sold 60,350 Alcatel-Lucent shares in Q2 2014, an estimated $235K.
  • William Harris Investors first reported a position in Alcatel-Lucent in Q4 2013 and held it in 2 quarters.
  • William Harris Investors's Alcatel-Lucent position peaked at $266K in Q4 2013.
  • 235 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2014.

Based on William Harris Investors's 13F filing for Q2 2014, filed 7 Aug 2014.