JFS Wealth Advisors’s POLYCOM INC PLCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-104
Closed -$1K 537
2016
Q2
$1K Buy
+104
New +$1.21K ﹤0.01% 494

Other funds holding PLCM

JFS Wealth Advisors's PLCM Position: Q3 2016 in Review

JFS Wealth Advisors sold out of POLYCOM INC (PLCM) in Q3 2016, closing a stake of 104 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in PLCM in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 1 fund tracked by Wall St. Rank holds PLCM as of Q3 2016.

  • JFS Wealth Advisors reported no remaining POLYCOM INC position as of Q3 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 104 POLYCOM INC shares in Q3 2016, an estimated $1K.
  • JFS Wealth Advisors first reported a position in POLYCOM INC in Q2 2016 and held it in 1 quarter.
  • JFS Wealth Advisors's POLYCOM INC position peaked at $1K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held POLYCOM INC as of Q3 2016.

Based on JFS Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.