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Appleton Group’s Plexus PLXS Stock Holding History

Appleton Group’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,377
Closed -$202K – 29
2018
Q1 		$202K Sell
3,377
-208
-6% -$12.8K 0.23% 28
2017
Q4 		$218K Hold
3,585
– – 0.22% 34
2017
Q3 		$201K Buy
+3,585
New +$189K 0.22% 31
2017
Q2 		– Sell
-3,657
Closed -$211K – 34
2017
Q1 		$211K Buy
+3,657
New +$204K 0.24% 30

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appleton Group's PLXS Position: Q2 2018 in Review

Appleton Group sold out of Plexus (PLXS) in Q2 2018, closing a stake of 3,377 shares — an estimated $202K sold.

Appleton Group first reported a position in PLXS in Q1 2017 and held it in 4 quarters. The position peaked at $218K in Q4 2017. 190 funds tracked by Wall St. Rank hold PLXS as of Q2 2018.

  • Appleton Group reported no remaining Plexus position as of Q2 2018 after selling out during the quarter.
  • Appleton Group sold 3,377 Plexus shares in Q2 2018, an estimated $202K.
  • Appleton Group first reported a position in Plexus in Q1 2017 and held it in 4 quarters.
  • Appleton Group's Plexus position peaked at $218K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Plexus as of Q2 2018.

Based on Appleton Group's 13F filing for Q2 2018, filed 1 Aug 2018.