IPC
POLY

Independent Portfolio Consultants’s Plantronics, Inc. POLY Stock Holding History

Independent Portfolio Consultants’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 		– Sell
-375
Closed -$18.9K – 891
2014
Q3 		$18K Sell
375
-490
-57% -$23.4K ﹤0.01% 706
2014
Q2 		$42K Buy
+865
New +$38.5K 0.01% 667
2013
Q3 		– Sell
-6,445
Closed -$283K – 454
2013
Q2 		$283K Buy
+6,445
New +$289K 0.13% 346

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
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
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
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 $13.1B AUM 24.63% 1-Year Est. Return

Independent Portfolio Consultants's POLY Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Plantronics, Inc. (POLY) in Q4 2014, closing a stake of 375 shares — an estimated $18.9K sold.

Independent Portfolio Consultants first reported a position in POLY in Q2 2013 and held it in 3 quarters. The position peaked at $283K in Q2 2013. 212 funds tracked by Wall St. Rank hold POLY as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Plantronics, Inc. position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 375 Plantronics, Inc. shares in Q4 2014, an estimated $18.9K.
  • Independent Portfolio Consultants first reported a position in Plantronics, Inc. in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's Plantronics, Inc. position peaked at $283K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.