Charles Schwab
PLCM

Charles Schwab’s POLYCOM INC PLCM Stock Holding History

Charles Schwab’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
2016
Q3 		– Sell
-799,200
Closed -$8.99M – 3117
2016
Q2 		$8.99M Sell
799,200
-266,128
-25% -$3.11M 0.01% 1151
2016
Q1 		$11.9M Sell
1,065,328
-26,959
-2% -$283K 0.02% 930
2015
Q4 		$13.8M Sell
1,092,287
-47,832
-4% -$623K 0.02% 828
2015
Q3 		$11.9M Buy
1,140,119
+34,807
+3% +$377K 0.02% 870
2015
Q2 		$12.6M Buy
1,105,312
+255,861
+30% +$3.34M 0.02% 856
2015
Q1 		$11.4M Buy
849,451
+76,971
+10% +$1.03M 0.02% 907
2014
Q4 		$10.4M Buy
772,480
+243,717
+46% +$3.11M 0.02% 866
2014
Q3 		$6.5M Buy
528,763
+9,153
+2% +$119K 0.01% 1144
2014
Q2 		$6.51M Buy
519,610
+220,302
+74% +$2.79M 0.01% 1182
2014
Q1 		$4.11M Buy
299,308
+40,167
+16% +$504K 0.01% 1488
2013
Q4 		$2.91M Sell
259,141
-216
-0.1% -$2.33K 0.01% 1666
2013
Q3 		$2.82M Sell
259,357
-15,344
-6% -$160K 0.01% 1622
2013
Q2 		$2.96M Buy
+274,701
New +$2.99M 0.01% 1470

Other funds holding PLCM

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return

Charles Schwab's PLCM Position: Q3 2016 in Review

Charles Schwab sold out of POLYCOM INC (PLCM) in Q3 2016, closing a stake of 799,200 shares — an estimated $8.99M sold.

Charles Schwab first reported a position in PLCM in Q2 2013 and held it in 13 quarters. The position peaked at $13.8M in Q4 2015. 1 fund tracked by Wall St. Rank holds PLCM as of Q3 2016.

  • Charles Schwab reported no remaining POLYCOM INC position as of Q3 2016 after selling out during the quarter.
  • Charles Schwab sold 799,200 POLYCOM INC shares in Q3 2016, an estimated $8.99M.
  • Charles Schwab first reported a position in POLYCOM INC in Q2 2013 and held it in 13 quarters.
  • Charles Schwab's POLYCOM INC position peaked at $13.8M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held POLYCOM INC as of Q3 2016.

Based on Charles Schwab's 13F filing for Q3 2016, filed 14 Nov 2016.