CCA
POLY

Checchi Capital Advisers’s Plantronics, Inc. POLY Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-136
Closed -$5K – 1651
2016
Q1 		$5K Buy
+136
New +$5.32K ﹤0.01% 1422

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Checchi Capital Advisers's POLY Position: Q2 2016 in Review

Checchi Capital Advisers sold out of Plantronics, Inc. (POLY) in Q2 2016, closing a stake of 136 shares — an estimated $5K sold.

Checchi Capital Advisers first reported a position in POLY in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 218 funds tracked by Wall St. Rank hold POLY as of Q2 2016.

  • Checchi Capital Advisers reported no remaining Plantronics, Inc. position as of Q2 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 136 Plantronics, Inc. shares in Q2 2016, an estimated $5K.
  • Checchi Capital Advisers first reported a position in Plantronics, Inc. in Q1 2016 and held it in 1 quarter.
  • Checchi Capital Advisers's Plantronics, Inc. position peaked at $5K in Q1 2016.
  • 218 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2016.

Based on Checchi Capital Advisers's 13F filing for Q2 2016, filed 21 Jul 2016.