Envestnet Asset Management
PLCM

Envestnet Asset Management’s POLYCOM INC PLCM Stock Holding History

Envestnet 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
2015
Q1 		– Sell
-1,896
Closed -$26K – 2719
2014
Q4 		$26K Buy
1,896
+33
+2% +$421 ﹤0.01% 1663
2014
Q3 		$23K Buy
1,863
+1,426
+326% +$18.5K ﹤0.01% 1830
2014
Q2 		$5K Buy
437
+354
+427% +$4.49K ﹤0.01% 2335
2014
Q1 		$1K Buy
+83
New +$1.04K ﹤0.01% 2528

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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management's PLCM Position: Q1 2015 in Review

Envestnet Asset Management sold out of POLYCOM INC (PLCM) in Q1 2015, closing a stake of 1,896 shares — an estimated $26K sold.

Envestnet Asset Management first reported a position in PLCM in Q1 2014 and held it in 4 quarters. The position peaked at $26K in Q4 2014. 231 funds tracked by Wall St. Rank hold PLCM as of Q1 2015.

  • Envestnet Asset Management reported no remaining POLYCOM INC position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 1,896 POLYCOM INC shares in Q1 2015, an estimated $26K.
  • Envestnet Asset Management first reported a position in POLYCOM INC in Q1 2014 and held it in 4 quarters.
  • Envestnet Asset Management's POLYCOM INC position peaked at $26K in Q4 2014.
  • 231 funds tracked by Wall St. Rank held POLYCOM INC as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.