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PLCM

Jeffrey Smith’s POLYCOM INC PLCM Stock Holding History

Jeffrey Smith’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
2014
Q3 		– Sell
-500,000
Closed -$6.26M – 36
2014
Q2 		$6.26M Sell
500,000
-1,750,000
-78% -$22.2M 0.25% 26
2014
Q1 		$30.9M Sell
2,250,000
-4,400,000
-66% -$55.2M 1.69% 17
2013
Q4 		$74.7M Buy
6,650,000
+3,800,000
+133% +$41M 3.7% 11
2013
Q3 		$31.1M Buy
+2,850,000
New +$29.7M 2.5% 13

Other funds holding PLCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 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 $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
TCM
Tekne Capital Management New York $306M AUM 117.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeffrey Smith's PLCM Position: Q3 2014 in Review

Jeffrey Smith sold out of POLYCOM INC (PLCM) in Q3 2014, closing a stake of 500,000 shares — an estimated $6.26M sold.

Jeffrey Smith first reported a position in PLCM in Q3 2013 and held it in 4 quarters. The position peaked at $74.7M in Q4 2013. 224 funds tracked by Wall St. Rank hold PLCM as of Q3 2014.

  • Jeffrey Smith reported no remaining POLYCOM INC position as of Q3 2014 after selling out during the quarter.
  • Jeffrey Smith sold 500,000 POLYCOM INC shares in Q3 2014, an estimated $6.26M.
  • Jeffrey Smith first reported a position in POLYCOM INC in Q3 2013 and held it in 4 quarters.
  • Jeffrey Smith's POLYCOM INC position peaked at $74.7M in Q4 2013.
  • 224 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2014.

Based on Starboard Value's 13F filing for Q3 2014, filed 14 Nov 2014.