WIS
ALU

Wright Investors Service’s Alcatel-Lucent ALU Stock Holding History

Wright Investors Service’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
-329,780
Closed -$1.29M – 244
2014
Q1 		$1.29M Sell
329,780
-18,910
-5% -$78.4K 0.58% 47
2013
Q4 		$1.53M Buy
348,690
+124,601
+56% +$490K 0.68% 38
2013
Q3 		$761K Buy
+224,089
New +$573K 0.34% 87

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

Wright Investors Service's ALU Position: Q2 2014 in Review

Wright Investors Service sold out of Alcatel-Lucent (ALU) in Q2 2014, closing a stake of 329,780 shares — an estimated $1.29M sold.

Wright Investors Service first reported a position in ALU in Q3 2013 and held it in 3 quarters. The position peaked at $1.53M in Q4 2013. 235 funds tracked by Wall St. Rank hold ALU as of Q2 2014.

  • Wright Investors Service reported no remaining Alcatel-Lucent position as of Q2 2014 after selling out during the quarter.
  • Wright Investors Service sold 329,780 Alcatel-Lucent shares in Q2 2014, an estimated $1.29M.
  • Wright Investors Service first reported a position in Alcatel-Lucent in Q3 2013 and held it in 3 quarters.
  • Wright Investors Service's Alcatel-Lucent position peaked at $1.53M in Q4 2013.
  • 235 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q2 2014.

Based on Wright Investors Service's 13F filing for Q2 2014, filed 22 Jul 2014.