FGC
POLY

Financial Gravity Companies’s Plantronics, Inc. POLY Stock Holding History

Financial Gravity Companies’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
Q4 		$8K Buy
+217
New +$10.7K 0.01% 643
2018
Q1 		$12K Buy
177
+71
+67% +$3.96K 0.01% 569
2017
Q4 		$6K Buy
+106
New +$5.21K 0.01% 696

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's POLY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Plantronics, Inc. (POLY) in Q4 2018: 217 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in POLY as recently as Q1 2018.

Financial Gravity Companies first reported a position in POLY in Q4 2017 and has held it in 3 quarters since. The position peaked at $12K in Q1 2018. 188 funds tracked by Wall St. Rank hold POLY as of Q4 2018.

  • Financial Gravity Companies held 217 shares of Plantronics, Inc. worth $8K as of Q4 2018.
  • Plantronics, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Plantronics, Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #643 holding.
  • Financial Gravity Companies first reported a position in Plantronics, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Plantronics, Inc. position peaked at $12K in Q1 2018.
  • 188 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.