LWM
POLY

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

LBA 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
2014
Q4 		– Sell
-89
Closed -$4K – 411
2014
Q3 		$4K Buy
+89
New +$4.26K ﹤0.01% 368

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 $12.2B AUM 12.45% 1-Year Est. Return

LBA Wealth Management's POLY Position: Q4 2014 in Review

LBA Wealth Management sold out of Plantronics, Inc. (POLY) in Q4 2014, closing a stake of 89 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in POLY in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 212 funds tracked by Wall St. Rank hold POLY as of Q4 2014.

  • LBA Wealth Management reported no remaining Plantronics, Inc. position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 89 Plantronics, Inc. shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in Plantronics, Inc. in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Plantronics, Inc. position peaked at $4K in Q3 2014.
  • 212 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.