U
PLCM

UBS’s POLYCOM INC PLCM Stock Holding History

UBS’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 		$243K Buy
19,805
+6,507
+49% +$84.4K ﹤0.01% 4985
2014
Q2 		$167K Sell
13,298
-104,047
-89% -$1.32M ﹤0.01% 5343
2014
Q1 		$1.61M Buy
117,345
+76,138
+185% +$956K ﹤0.01% 2993
2013
Q4 		$462K Buy
41,207
+24,436
+146% +$264K ﹤0.01% 4431
2013
Q3 		$183K Sell
16,771
-35,770
-68% -$373K ﹤0.01% 5296
2013
Q2 		$553K Buy
+52,541
New +$572K ﹤0.01% 4003

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

UBS's PLCM Position: Q3 2014 in Review

UBS increased its POLYCOM INC (PLCM) stake by 49% in Q3 2014, buying an estimated $84.4K and bringing the position to 19,805 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #4985.

UBS first reported a position in PLCM in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2014. 224 funds tracked by Wall St. Rank hold PLCM as of Q3 2014.

  • UBS held 19,805 shares of POLYCOM INC worth $243K as of Q3 2014.
  • UBS bought 6,507 POLYCOM INC shares in Q3 2014, an estimated $84.4K.
  • POLYCOM INC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4985 holding.
  • UBS first reported a position in POLYCOM INC in Q2 2013 and has held it in 6 quarters since.
  • UBS's POLYCOM INC position peaked at $1.61M in Q1 2014.
  • 224 funds tracked by Wall St. Rank held POLYCOM INC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.