BRWM
PLCM

B. Riley Wealth Management’s POLYCOM INC PLCM Stock Holding History

B. Riley Wealth Management’s Portfolio PLCM Stock Details PLCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$2K – 1040
2015
Q2 		$2K Hold
200
– – ﹤0.01% 973
2015
Q1 		$2K Hold
200
– – ﹤0.01% 986
2014
Q4 		$2K Hold
200
– – ﹤0.01% 968
2014
Q3 		$2K Hold
200
– – ﹤0.01% 1019
2014
Q2 		$2K Hold
200
– – ﹤0.01% 1063
2014
Q1 		$3K Buy
+200
New +$2.51K ﹤0.01% 990

Other funds holding PLCM

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

B. Riley Wealth Management's PLCM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of POLYCOM INC (PLCM) in Q3 2015, closing a stake of 200 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in PLCM in Q1 2014 and held it in 6 quarters. The position peaked at $3K in Q1 2014. 210 funds tracked by Wall St. Rank hold PLCM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining POLYCOM INC position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 200 POLYCOM INC shares in Q3 2015, an estimated $2K.
  • B. Riley Wealth Management first reported a position in POLYCOM INC in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's POLYCOM INC position peaked at $3K in Q1 2014.
  • 210 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.