HGWM
POLY

Harvest Group Wealth Management’s Plantronics, Inc. POLY Stock Holding History

Harvest Group Wealth Management’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
Q2 		– Sell
-32
Closed -$1K – 1037
2019
Q1 		$1K Buy
+32
New +$1.4K ﹤0.01% 887

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
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

Harvest Group Wealth Management's POLY Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of Plantronics, Inc. (POLY) in Q2 2019, closing a stake of 32 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in POLY in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 203 funds tracked by Wall St. Rank hold POLY as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining Plantronics, Inc. position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 32 Plantronics, Inc. shares in Q2 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Plantronics, Inc. in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Plantronics, Inc. position peaked at $1K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.