BAM
POLY

Bruderman Asset Management’s Plantronics, Inc. POLY Stock Holding History

Bruderman Asset Management’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
2016
Q1 		– Sell
-955
Closed -$45K – 417
2015
Q4 		$45K Buy
955
+810
+559% +$42K 0.02% 214
2015
Q3 		$7K Hold
145
– – ﹤0.01% 367
2015
Q2 		$8K Hold
145
– – ﹤0.01% 370
2015
Q1 		$8K Buy
+145
New +$7.42K ﹤0.01% 358

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's POLY Position: Q1 2016 in Review

Bruderman Asset Management sold out of Plantronics, Inc. (POLY) in Q1 2016, closing a stake of 955 shares — an estimated $45K sold.

Bruderman Asset Management first reported a position in POLY in Q1 2015 and held it in 4 quarters. The position peaked at $45K in Q4 2015. 215 funds tracked by Wall St. Rank hold POLY as of Q1 2016.

  • Bruderman Asset Management reported no remaining Plantronics, Inc. position as of Q1 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 955 Plantronics, Inc. shares in Q1 2016, an estimated $45K.
  • Bruderman Asset Management first reported a position in Plantronics, Inc. in Q1 2015 and held it in 4 quarters.
  • Bruderman Asset Management's Plantronics, Inc. position peaked at $45K in Q4 2015.
  • 215 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.