B
POLY

Baird’s Plantronics, Inc. POLY Stock Holding History

Baird’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,418
Closed -$260K – 1201
2014
Q2 		$260K Sell
5,418
-6,690
-55% -$298K ﹤0.01% 1018
2014
Q1 		$538K Buy
12,108
+355
+3% +$15.7K 0.01% 835
2013
Q4 		$546K Buy
11,753
+7
+0.1% +$316 0.01% 805
2013
Q3 		$541K Sell
11,746
-269
-2% -$12.3K 0.01% 770
2013
Q2 		$528K Buy
+12,015
New +$539K 0.01% 741

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Baird's POLY Position: Q3 2014 in Review

Baird sold out of Plantronics, Inc. (POLY) in Q3 2014, closing a stake of 5,418 shares — an estimated $260K sold.

Baird first reported a position in POLY in Q2 2013 and held it in 5 quarters. The position peaked at $546K in Q4 2013. 198 funds tracked by Wall St. Rank hold POLY as of Q3 2014.

  • Baird reported no remaining Plantronics, Inc. position as of Q3 2014 after selling out during the quarter.
  • Baird sold 5,418 Plantronics, Inc. shares in Q3 2014, an estimated $260K.
  • Baird first reported a position in Plantronics, Inc. in Q2 2013 and held it in 5 quarters.
  • Baird's Plantronics, Inc. position peaked at $546K in Q4 2013.
  • 198 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2014.

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