WA
PLCM

Waverly Advisors’s POLYCOM INC PLCM Stock Holding History

Waverly 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
2014
Q1 		– Sell
-1,200
Closed -$13K – 902
2013
Q4 		$13K Hold
1,200
– – ﹤0.01% 524
2013
Q3 		$13K Buy
+1,200
New +$12.5K 0.01% 423

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
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Waverly Advisors's PLCM Position: Q1 2014 in Review

Waverly Advisors sold out of POLYCOM INC (PLCM) in Q1 2014, closing a stake of 1,200 shares — an estimated $13K sold.

Waverly Advisors first reported a position in PLCM in Q3 2013 and held it in 2 quarters. The position peaked at $13K in Q4 2013. 214 funds tracked by Wall St. Rank hold PLCM as of Q1 2014.

  • Waverly Advisors reported no remaining POLYCOM INC position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,200 POLYCOM INC shares in Q1 2014, an estimated $13K.
  • Waverly Advisors first reported a position in POLYCOM INC in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's POLYCOM INC position peaked at $13K in Q4 2013.
  • 214 funds tracked by Wall St. Rank held POLYCOM INC as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.