BIG
POLY

Bellwether Investment Group’s Plantronics, Inc. POLY Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-197
Closed -$11K – 672
2017
Q1 		$11K Sell
197
-4
-2% -$218 0.03% 474
2016
Q4 		$11K Buy
+201
New +$10.5K 0.01% 626

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's POLY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Plantronics, Inc. (POLY) in Q2 2017, closing a stake of 197 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in POLY in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 219 funds tracked by Wall St. Rank hold POLY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Plantronics, Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 197 Plantronics, Inc. shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in Plantronics, Inc. in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Plantronics, Inc. position peaked at $11K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.