FPFS
POLY

First Personal Financial Services’s Plantronics, Inc. POLY Stock Holding History

First Personal Financial 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
Q3 		– Sell
-442
Closed -$16K – 788
2019
Q2 		$16K Buy
+442
New +$20.5K ﹤0.01% 438

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's POLY Position: Q3 2019 in Review

First Personal Financial Services sold out of Plantronics, Inc. (POLY) in Q3 2019, closing a stake of 442 shares — an estimated $16K sold.

First Personal Financial Services first reported a position in POLY in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 177 funds tracked by Wall St. Rank hold POLY as of Q3 2019.

  • First Personal Financial Services reported no remaining Plantronics, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 442 Plantronics, Inc. shares in Q3 2019, an estimated $16K.
  • First Personal Financial Services first reported a position in Plantronics, Inc. in Q2 2019 and held it in 1 quarter.
  • First Personal Financial Services's Plantronics, Inc. position peaked at $16K in Q2 2019.
  • 177 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.