Cobiz Wealth’s POLYCOM INC PLCM Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-1,000	Closed	-$11K	–	420
2013 Q2	$11K	Buy	+1,000	New	+$10.9K	﹤0.01%	268

Other funds holding PLCM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cobiz Wealth's PLCM Position: Q3 2013 in Review

Cobiz Wealth sold out of POLYCOM INC (PLCM) in Q3 2013, closing a stake of 1,000 shares — an estimated $11K sold.

Cobiz Wealth first reported a position in PLCM in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 208 funds tracked by Wall St. Rank hold PLCM as of Q3 2013.

Cobiz Wealth reported no remaining POLYCOM INC position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 1,000 POLYCOM INC shares in Q3 2013, an estimated $11K.
Cobiz Wealth first reported a position in POLYCOM INC in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's POLYCOM INC position peaked at $11K in Q2 2013.
208 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.