Northwestern Mutual Wealth Management
PLCM

Northwestern Mutual Wealth Management’s POLYCOM INC PLCM Stock Holding History

Northwestern Mutual Wealth Management’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
2013
Q4 		– Sell
-600
Closed -$7K – 1707
2013
Q3 		$7K Buy
+600
New +$6.25K ﹤0.01% 968

Other funds holding PLCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northwestern Mutual Wealth Management's PLCM Position: Q4 2013 in Review

Northwestern Mutual Wealth Management sold out of POLYCOM INC (PLCM) in Q4 2013, closing a stake of 600 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in PLCM in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 197 funds tracked by Wall St. Rank hold PLCM as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining POLYCOM INC position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 600 POLYCOM INC shares in Q4 2013, an estimated $7K.
  • Northwestern Mutual Wealth Management first reported a position in POLYCOM INC in Q3 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's POLYCOM INC position peaked at $7K in Q3 2013.
  • 197 funds tracked by Wall St. Rank held POLYCOM INC as of Q4 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.