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Independent Portfolio Consultants’s Plexus PLXS Stock Holding History

Independent Portfolio Consultants’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-765
Closed -$44K – 830
2017
Q1 		$44K Sell
765
-290
-27% -$16.2K 0.02% 579
2016
Q4 		$57K Sell
1,055
-30
-3% -$1.48K 0.02% 534
2016
Q3 		$51K Sell
1,085
-420
-28% -$19.2K 0.02% 538
2016
Q2 		$65K Sell
1,505
-30
-2% -$1.26K 0.02% 513
2016
Q1 		$61K Buy
+1,535
New +$54.4K 0.02% 547

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Independent Portfolio Consultants's PLXS Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Plexus (PLXS) in Q2 2017, closing a stake of 765 shares — an estimated $44K sold.

Independent Portfolio Consultants first reported a position in PLXS in Q1 2016 and held it in 5 quarters. The position peaked at $65K in Q2 2016. 206 funds tracked by Wall St. Rank hold PLXS as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Plexus position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 765 Plexus shares in Q2 2017, an estimated $44K.
  • Independent Portfolio Consultants first reported a position in Plexus in Q1 2016 and held it in 5 quarters.
  • Independent Portfolio Consultants's Plexus position peaked at $65K in Q2 2016.
  • 206 funds tracked by Wall St. Rank held Plexus as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.