BCA
POLY

Berman Capital Advisors’s Plantronics, Inc. POLY Stock Holding History

Berman Capital Advisors’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
2019
Q1 		– Sell
-33
Closed -$1K – 1521
2018
Q4 		$1K Buy
+33
New +$1.63K ﹤0.01% 1090

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's POLY Position: Q1 2019 in Review

Berman Capital Advisors sold out of Plantronics, Inc. (POLY) in Q1 2019, closing a stake of 33 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in POLY in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 227 funds tracked by Wall St. Rank hold POLY as of Q1 2019.

  • Berman Capital Advisors reported no remaining Plantronics, Inc. position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 33 Plantronics, Inc. shares in Q1 2019, an estimated $1K.
  • Berman Capital Advisors first reported a position in Plantronics, Inc. in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Plantronics, Inc. position peaked at $1K in Q4 2018.
  • 227 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.