WEC
ALU

Winslow Evans & Crocker’s Alcatel-Lucent ALU Stock Holding History

Winslow Evans & Crocker’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
-338
Closed -$1.29K – 1367
2015
Q4 		$1.29K Sell
338
-324
-49% -$1.25K ﹤0.01% 1278
2015
Q3 		$2.42K Hold
662
– – ﹤0.01% 1152
2015
Q2 		$2.39K Hold
662
– – ﹤0.01% 1187
2015
Q1 		$2.47K Hold
662
– – ﹤0.01% 1152
2014
Q4 		$2.35K Hold
662
– – ﹤0.01% 1181
2014
Q3 		$2K Buy
662
+177
+36% +$604 ﹤0.01% 1275
2014
Q2 		$1.73K Hold
485
– – ﹤0.01% 1206
2014
Q1 		$1.89K Hold
485
– – ﹤0.01% 1177
2013
Q4 		$2K Buy
+485
New +$1.91K ﹤0.01% 1325

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

Winslow Evans & Crocker's ALU Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 338 shares — an estimated $1.29K sold.

Winslow Evans & Crocker first reported a position in ALU in Q4 2013 and held it in 9 quarters. The position peaked at $2.47K in Q1 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 338 Alcatel-Lucent shares in Q1 2016, an estimated $1.29K.
  • Winslow Evans & Crocker first reported a position in Alcatel-Lucent in Q4 2013 and held it in 9 quarters.
  • Winslow Evans & Crocker's Alcatel-Lucent position peaked at $2.47K in Q1 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.