JFGIW
PLCM

Johnson Financial Group Inc (Wisconsin)’s POLYCOM INC PLCM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-1,665
Closed -$19K – 820
2016
Q1 		$19K Sell
1,665
-750
-31% -$7.88K ﹤0.01% 526
2015
Q4 		$30K Sell
2,415
-4,835
-67% -$63K 0.01% 463
2015
Q3 		$76K Hold
7,250
– – 0.02% 400
2015
Q2 		$83K Hold
7,250
– – 0.02% 413
2015
Q1 		$97K Hold
7,250
– – 0.02% 391
2014
Q4 		$98K Hold
7,250
– – 0.02% 365
2014
Q3 		$89K Buy
7,250
+50
+0.7% +$648 0.02% 353
2014
Q2 		$90K Buy
7,200
+4,850
+206% +$61.5K 0.02% 365
2014
Q1 		$32K Hold
2,350
– – 0.01% 468
2013
Q4 		$26K Sell
2,350
-7,725
-77% -$83.3K 0.01% 485
2013
Q3 		$110K Sell
10,075
-2,775
-22% -$28.9K 0.03% 283
2013
Q2 		$135K Buy
+12,850
New +$140K 0.04% 274

Other funds holding PLCM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PLCM Position: Q2 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of POLYCOM INC (PLCM) in Q2 2016, closing a stake of 1,665 shares — an estimated $19K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PLCM in Q2 2013 and held it in 12 quarters. The position peaked at $135K in Q2 2013. 218 funds tracked by Wall St. Rank hold PLCM as of Q2 2016.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining POLYCOM INC position as of Q2 2016 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,665 POLYCOM INC shares in Q2 2016, an estimated $19K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in POLYCOM INC in Q2 2013 and held it in 12 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s POLYCOM INC position peaked at $135K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held POLYCOM INC as of Q2 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2016, filed 12 Aug 2016.