IPC
PLCM

Independent Portfolio Consultants’s POLYCOM INC PLCM Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-5,770
Closed -$66K – 922
2015
Q2 		$66K Sell
5,770
-4,385
-43% -$57.3K 0.01% 577
2015
Q1 		$136K Sell
10,155
-55
-0.5% -$735 0.03% 430
2014
Q4 		$138K Buy
10,210
+7,500
+277% +$95.6K 0.03% 439
2014
Q3 		$33K Buy
2,710
+445
+20% +$5.77K 0.01% 668
2014
Q2 		$28K Buy
+2,265
New +$28.7K 0.01% 730

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Independent Portfolio Consultants's PLCM Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of POLYCOM INC (PLCM) in Q3 2015, closing a stake of 5,770 shares — an estimated $66K sold.

Independent Portfolio Consultants first reported a position in PLCM in Q2 2014 and held it in 5 quarters. The position peaked at $138K in Q4 2014. 210 funds tracked by Wall St. Rank hold PLCM as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining POLYCOM INC position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 5,770 POLYCOM INC shares in Q3 2015, an estimated $66K.
  • Independent Portfolio Consultants first reported a position in POLYCOM INC in Q2 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's POLYCOM INC position peaked at $138K in Q4 2014.
  • 210 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.