SSG
PLCM

Summit Securities Group’s POLYCOM INC PLCM Stock Holding History

Summit Securities Group’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
2014
Q3 		– Sell
-210
Closed -$3K – 899
2014
Q2 		$3K Buy
+210
New +$2.66K ﹤0.01% 481

Other funds holding PLCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's PLCM Position: Q3 2014 in Review

Summit Securities Group sold out of POLYCOM INC (PLCM) in Q3 2014, closing a stake of 210 shares — an estimated $3K sold.

Summit Securities Group first reported a position in PLCM in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 224 funds tracked by Wall St. Rank hold PLCM as of Q3 2014.

  • Summit Securities Group reported no remaining POLYCOM INC position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 210 POLYCOM INC shares in Q3 2014, an estimated $3K.
  • Summit Securities Group first reported a position in POLYCOM INC in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's POLYCOM INC position peaked at $3K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.