BC
POLY

Burney Company’s Plantronics, Inc. POLY Stock Holding History

Burney Company’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
2018
Q3 		– Sell
-2,945
Closed -$225K – 478
2018
Q2 		$225K Buy
+2,945
New +$203K 0.01% 411
2015
Q3 		– Sell
-3,655
Closed -$206K – 407
2015
Q2 		$206K Buy
+3,655
New +$204K 0.01% 383

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Burney Company's POLY Position: Q3 2018 in Review

Burney Company sold out of Plantronics, Inc. (POLY) in Q3 2018, closing a stake of 2,945 shares — an estimated $225K sold.

Burney Company first reported a position in POLY in Q2 2015 and held it in 2 quarters. The position peaked at $225K in Q2 2018. 241 funds tracked by Wall St. Rank hold POLY as of Q3 2018.

  • Burney Company reported no remaining Plantronics, Inc. position as of Q3 2018 after selling out during the quarter.
  • Burney Company sold 2,945 Plantronics, Inc. shares in Q3 2018, an estimated $225K.
  • Burney Company first reported a position in Plantronics, Inc. in Q2 2015 and held it in 2 quarters.
  • Burney Company's Plantronics, Inc. position peaked at $225K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2018.

Based on Burney Company's 13F filing for Q3 2018, filed 13 Nov 2018.