CAM
PLCM

Capstone Asset Management’s POLYCOM INC PLCM Stock Holding History

Capstone Asset 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
2014
Q2 		– Sell
-14,738
Closed -$202K – 1786
2014
Q1 		$202K Sell
14,738
-2,900
-16% -$36.4K 0.01% 1652
2013
Q4 		$198K Sell
17,638
-13,136
-43% -$142K 0.01% 1776
2013
Q3 		$336K Buy
30,774
+540
+2% +$5.63K 0.01% 1587
2013
Q2 		$318K Buy
+30,234
New +$329K 0.01% 1539

Other funds holding PLCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Capstone Asset Management's PLCM Position: Q2 2014 in Review

Capstone Asset Management sold out of POLYCOM INC (PLCM) in Q2 2014, closing a stake of 14,738 shares — an estimated $202K sold.

Capstone Asset Management first reported a position in PLCM in Q2 2013 and held it in 4 quarters. The position peaked at $336K in Q3 2013. 215 funds tracked by Wall St. Rank hold PLCM as of Q2 2014.

  • Capstone Asset Management reported no remaining POLYCOM INC position as of Q2 2014 after selling out during the quarter.
  • Capstone Asset Management sold 14,738 POLYCOM INC shares in Q2 2014, an estimated $202K.
  • Capstone Asset Management first reported a position in POLYCOM INC in Q2 2013 and held it in 4 quarters.
  • Capstone Asset Management's POLYCOM INC position peaked at $336K in Q3 2013.
  • 215 funds tracked by Wall St. Rank held POLYCOM INC as of Q2 2014.

Based on Capstone Asset Management's 13F filing for Q2 2014, filed 11 Jul 2014.