Creative Planning’s POLYCOM INC PLCM Stock Holding History

Creative Planning’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	-200	Closed	-$2K	–	4978
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	4126
2016 Q1	$2K	Buy	+200	New	+$2.1K	﹤0.01%	4067
2014 Q4	–	Sell	-225	Closed	-$3K	–	4637
2014 Q3	$3K	Sell	225 -5,290	-96%	-$68.6K	﹤0.01%	3607
2014 Q2	$69K	Buy	5,515 +4,815	+688%	+$61.1K	﹤0.01%	1668
2014 Q1	$10K	Buy	700 +600	+600%	+$7.53K	﹤0.01%	2785
2013 Q4	$1K	Hold	100	–	–	﹤0.01%	3289
2013 Q3	$1K	Buy	+100	New	+$1.04K	﹤0.01%	3186

Other funds holding PLCM

ADEF

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

Creative Planning's PLCM Position: Q3 2016 in Review

Creative Planning sold out of POLYCOM INC (PLCM) in Q3 2016, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in PLCM in Q3 2013 and held it in 7 quarters. The position peaked at $69K in Q2 2014. 1 fund tracked by Wall St. Rank holds PLCM as of Q3 2016.

Creative Planning reported no remaining POLYCOM INC position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 200 POLYCOM INC shares in Q3 2016, an estimated $2K.
Creative Planning first reported a position in POLYCOM INC in Q3 2013 and held it in 7 quarters.
Creative Planning's POLYCOM INC position peaked at $69K in Q2 2014.
1 fund tracked by Wall St. Rank held POLYCOM INC as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.