Ladenburg Thalmann Financial Services’s Plantronics, Inc. POLY Stock Holding History

Ladenburg Thalmann 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 Q4	$16K	Sell	605 -188	-24%	-$5.66K	﹤0.01%	4270
2019 Q3	$29K	Sell	793 -3,647	-82%	-$124K	﹤0.01%	3803
2019 Q2	$166K	Buy	4,440 +3,728	+524%	+$173K	﹤0.01%	2597
2019 Q1	$33K	Sell	712 -188	-21%	-$8.21K	﹤0.01%	3695
2018 Q4	$30K	Buy	900 +318	+55%	+$15.7K	﹤0.01%	3629
2018 Q3	$34K	Sell	582 -19	-3%	-$1.3K	﹤0.01%	3574
2018 Q2	$35K	Hold	601	–	–	﹤0.01%	3509
2018 Q1	$35K	Buy	601 +252	+72%	+$14.1K	﹤0.01%	3509
2017 Q4	$18K	Sell	349 -71	-17%	-$3.49K	﹤0.01%	3870
2017 Q3	$18K	Buy	420 +18	+4%	+$827	﹤0.01%	3755
2017 Q2	$20K	Buy	402 +23	+6%	+$1.24K	﹤0.01%	3627
2017 Q1	$21K	Sell	379 -118	-24%	-$6.42K	﹤0.01%	3539
2016 Q4	$26K	Sell	497 -15	-3%	-$785	﹤0.01%	3320
2016 Q3	$26K	Buy	512 +372	+266%	+$18.3K	﹤0.01%	3241
2016 Q2	$7K	Sell	140 -89	-39%	-$3.71K	﹤0.01%	3990
2016 Q1	$9K	Sell	229 -25	-10%	-$979	﹤0.01%	3783
2015 Q4	$12K	Sell	254 -26	-9%	-$1.35K	﹤0.01%	3588
2015 Q3	$14K	Sell	280 -27	-9%	-$1.48K	﹤0.01%	3347
2015 Q2	$17K	Buy	307 +83	+37%	+$4.63K	﹤0.01%	3346
2015 Q1	$12K	Sell	224 -143	-39%	-$7.32K	﹤0.01%	3532
2014 Q4	$20K	Buy	367 +114	+45%	+$5.73K	﹤0.01%	2992
2014 Q3	$12K	Sell	253 -27	-10%	-$1.29K	﹤0.01%	3005
2014 Q2	$13K	Buy	280 +56	+25%	+$2.49K	﹤0.01%	2955
2014 Q1	$10K	Buy	224 +45	+25%	+$1.99K	﹤0.01%	2973
2013 Q4	$8K	Sell	179 -5	-3%	-$225	﹤0.01%	3069
2013 Q3	$8K	Buy	184 +31	+20%	+$1.42K	﹤0.01%	2980
2013 Q2	$7K	Buy	+153	New	+$6.86K	﹤0.01%	2920

Other funds holding POLY

SCG

Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DGI

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ladenburg Thalmann Financial Services's POLY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Plantronics, Inc. (POLY) stake by 24% in Q4 2019, selling an estimated $5.66K and leaving 605 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4270.

Ladenburg Thalmann Financial Services first reported a position in POLY in Q2 2013 and has held it in 27 quarters since. The position peaked at $166K in Q2 2019. 156 funds tracked by Wall St. Rank hold POLY as of Q4 2019.

Ladenburg Thalmann Financial Services held 605 shares of Plantronics, Inc. worth $16K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 188 Plantronics, Inc. shares in Q4 2019, an estimated $5.66K.
Plantronics, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4270 holding.
Ladenburg Thalmann Financial Services first reported a position in Plantronics, Inc. in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Plantronics, Inc. position peaked at $166K in Q2 2019.
156 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.