SKK
PLCM

Shepherd Kaplan Krochuk’s POLYCOM INC PLCM Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-17,000
Closed -$179K – 727
2013
Q2 		$179K Buy
+17,000
New +$185K 0.04% 446

Other funds holding PLCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shepherd Kaplan Krochuk's PLCM Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of POLYCOM INC (PLCM) in Q3 2013, closing a stake of 17,000 shares — an estimated $179K sold.

Shepherd Kaplan Krochuk first reported a position in PLCM in Q2 2013 and held it in 1 quarter. The position peaked at $179K in Q2 2013. 208 funds tracked by Wall St. Rank hold PLCM as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining POLYCOM INC position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 17,000 POLYCOM INC shares in Q3 2013, an estimated $179K.
  • Shepherd Kaplan Krochuk first reported a position in POLYCOM INC in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's POLYCOM INC position peaked at $179K in Q2 2013.
  • 208 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.