CIAS
POLY

Capital Investment Advisory Services’s Plantronics, Inc. POLY Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-400
Closed -$15K – 1344
2019
Q3 		$15K Hold
400
– – ﹤0.01% 900
2019
Q2 		$15K Buy
+400
New +$18.6K ﹤0.01% 863

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Investment Advisory Services's POLY Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Plantronics, Inc. (POLY) in Q4 2019, closing a stake of 400 shares — an estimated $15K sold.

Capital Investment Advisory Services first reported a position in POLY in Q2 2019 and held it in 2 quarters. The position peaked at $15K in Q3 2019. 156 funds tracked by Wall St. Rank hold POLY as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Plantronics, Inc. position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 400 Plantronics, Inc. shares in Q4 2019, an estimated $15K.
  • Capital Investment Advisory Services first reported a position in Plantronics, Inc. in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Plantronics, Inc. position peaked at $15K in Q3 2019.
  • 156 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.