LA
PLCM

Lucus Advisors’s POLYCOM INC PLCM Stock Holding History

Lucus Advisors’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
Q1 		– Sell
-11,074
Closed -$139K – 417
2015
Q4 		$139K Sell
11,074
-4,321
-28% -$56.3K 0.08% 311
2015
Q3 		$161K Sell
15,395
-22,582
-59% -$245K 0.09% 324
2015
Q2 		$434K Buy
+37,977
New +$496K 0.21% 292

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lucus Advisors's PLCM Position: Q1 2016 in Review

Lucus Advisors sold out of POLYCOM INC (PLCM) in Q1 2016, closing a stake of 11,074 shares — an estimated $139K sold.

Lucus Advisors first reported a position in PLCM in Q2 2015 and held it in 3 quarters. The position peaked at $434K in Q2 2015. 204 funds tracked by Wall St. Rank hold PLCM as of Q1 2016.

  • Lucus Advisors reported no remaining POLYCOM INC position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 11,074 POLYCOM INC shares in Q1 2016, an estimated $139K.
  • Lucus Advisors first reported a position in POLYCOM INC in Q2 2015 and held it in 3 quarters.
  • Lucus Advisors's POLYCOM INC position peaked at $434K in Q2 2015.
  • 204 funds tracked by Wall St. Rank held POLYCOM INC as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.