WIC
ALU

Woodmont Investment Counsel’s Alcatel-Lucent ALU Stock Holding History

Woodmont Investment Counsel’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
-223
Closed -$1K – 567
2015
Q4 		$1K Hold
223
– – ﹤0.01% 535
2015
Q3 		$1K Hold
223
– – ﹤0.01% 537
2015
Q2 		$1K Buy
+223
New +$856 ﹤0.01% 538

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 68.52% 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 $2.22B AUM 23.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Woodmont Investment Counsel's ALU Position: Q1 2016 in Review

Woodmont Investment Counsel sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 223 shares — an estimated $1K sold.

Woodmont Investment Counsel first reported a position in ALU in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • Woodmont Investment Counsel reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 223 Alcatel-Lucent shares in Q1 2016, an estimated $1K.
  • Woodmont Investment Counsel first reported a position in Alcatel-Lucent in Q2 2015 and held it in 3 quarters.
  • Woodmont Investment Counsel'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 Woodmont Investment Counsel's 13F filing for Q1 2016, filed 16 May 2016.