Gary Goldberg Planning Services’s Plantronics, Inc. POLY Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$8K	Sell	145 -120	-45%	-$6.04K	﹤0.01%	372
2014 Q3	$13K	Sell	265 -1,063	-80%	-$50.9K	0.01%	355
2014 Q2	$64K	Buy	1,328 +23	+2%	+$1.02K	0.03%	193
2014 Q1	$58K	Buy	1,305 +2	+0.2%	+$88	0.03%	205
2013 Q4	$61K	Buy	1,303 +76	+6%	+$3.43K	0.04%	187
2013 Q3	$56K	Buy	1,227 +922	+302%	+$42.2K	0.03%	185
2013 Q2	$13K	Buy	+305	New	+$13.7K	0.01%	286

Other funds holding POLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Gary Goldberg Planning Services's POLY Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Plantronics, Inc. (POLY) stake by 45% in Q4 2014, selling an estimated $6.04K and leaving 145 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Gary Goldberg Planning Services first reported a position in POLY in Q2 2013 and has held it in 7 quarters since. The position peaked at $64K in Q2 2014. 212 funds tracked by Wall St. Rank hold POLY as of Q4 2014.

Gary Goldberg Planning Services held 145 shares of Plantronics, Inc. worth $8K as of Q4 2014.
Gary Goldberg Planning Services sold 120 Plantronics, Inc. shares in Q4 2014, an estimated $6.04K.
Plantronics, Inc. made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #372 holding.
Gary Goldberg Planning Services first reported a position in Plantronics, Inc. in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Plantronics, Inc. position peaked at $64K in Q2 2014.
212 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.