BFA
POLY

Bragg Financial Advisors’s Plantronics, Inc. POLY Stock Holding History

Bragg Financial 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
Q3 		– Sell
-76,031
Closed -$2.82M – 274
2019
Q2 		$2.82M Buy
76,031
+25,307
+50% +$1.17M 0.35% 98
2019
Q1 		$2.34M Hold
50,724
– – 0.3% 109
2018
Q4 		$1.68M Buy
50,724
+210
+0.4% +$10.4K 0.25% 130
2018
Q3 		$3.05M Hold
50,514
– – 0.41% 90
2018
Q2 		$3.85M Sell
50,514
-100
-0.2% -$6.91K 0.55% 63
2018
Q1 		$3.06M Hold
50,614
– – 0.45% 86
2017
Q4 		$2.55M Sell
50,614
-450
-0.9% -$22.1K 0.37% 105
2017
Q3 		$2.26M Sell
51,064
-3,364
-6% -$155K 0.35% 110
2017
Q2 		$2.85M Sell
54,428
-30,640
-36% -$1.65M 0.45% 90
2017
Q1 		$4.6M Buy
85,068
+180
+0.2% +$9.8K 0.74% 50
2016
Q4 		$4.65M Hold
84,888
– – 0.77% 43
2016
Q3 		$4.41M Hold
84,888
– – 0.79% 38
2016
Q2 		$3.73M Buy
84,888
+10,235
+14% +$427K 0.67% 49
2016
Q1 		$2.93M Buy
74,653
+25,292
+51% +$990K 0.56% 69
2015
Q4 		$2.34M Buy
49,361
+7,626
+18% +$395K 0.5% 78
2015
Q3 		$2.12M Buy
41,735
+135
+0.3% +$7.38K 0.51% 73
2015
Q2 		$2.34M Hold
41,600
– – 0.54% 71
2015
Q1 		$2.2M Buy
41,600
+1,200
+3% +$61.4K 0.51% 78
2014
Q4 		$2.14M Sell
40,400
-530
-1% -$26.7K 0.52% 79
2014
Q3 		$1.96M Sell
40,930
-670
-2% -$32.1K 0.49% 80
2014
Q2 		$2M Buy
41,600
+110
+0.3% +$4.9K 0.48% 80
2014
Q1 		$1.84M Sell
41,490
-365
-0.9% -$16.1K 0.45% 87
2013
Q4 		$1.94M Buy
41,855
+145
+0.3% +$6.54K 0.47% 83
2013
Q3 		$1.92M Buy
41,710
+750
+2% +$34.3K 0.5% 81
2013
Q2 		$1.8M Buy
+40,960
New +$1.84M 0.49% 80

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.91B AUM 53.97% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bragg Financial Advisors's POLY Position: Q3 2019 in Review

Bragg Financial Advisors sold out of Plantronics, Inc. (POLY) in Q3 2019, closing a stake of 76,031 shares — an estimated $2.82M sold.

Bragg Financial Advisors first reported a position in POLY in Q2 2013 and held it in 25 quarters. The position peaked at $4.65M in Q4 2016. 177 funds tracked by Wall St. Rank hold POLY as of Q3 2019.

  • Bragg Financial Advisors reported no remaining Plantronics, Inc. position as of Q3 2019 after selling out during the quarter.
  • Bragg Financial Advisors sold 76,031 Plantronics, Inc. shares in Q3 2019, an estimated $2.82M.
  • Bragg Financial Advisors first reported a position in Plantronics, Inc. in Q2 2013 and held it in 25 quarters.
  • Bragg Financial Advisors's Plantronics, Inc. position peaked at $4.65M in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2019.

Based on Bragg Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.