MYIA
POLY

Mount Yale Investment Advisors’s Plantronics, Inc. POLY Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-1,600
Closed -$95K – 849
2018
Q3 		$95K Buy
+1,600
New +$109K 0.02% 459

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Mount Yale Investment Advisors's POLY Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Plantronics, Inc. (POLY) in Q4 2018, closing a stake of 1,600 shares — an estimated $95K sold.

Mount Yale Investment Advisors first reported a position in POLY in Q3 2018 and held it in 1 quarter. The position peaked at $95K in Q3 2018. 188 funds tracked by Wall St. Rank hold POLY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Plantronics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,600 Plantronics, Inc. shares in Q4 2018, an estimated $95K.
  • Mount Yale Investment Advisors first reported a position in Plantronics, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Plantronics, Inc. position peaked at $95K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.