PFG
POLY

Pacific Financial Group’s Plantronics, Inc. POLY Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-200
Closed -$11K – 203
2014
Q4 		$11K Buy
+200
New +$10.1K ﹤0.01% 155

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Pacific Financial Group's POLY Position: Q1 2015 in Review

Pacific Financial Group sold out of Plantronics, Inc. (POLY) in Q1 2015, closing a stake of 200 shares — an estimated $11K sold.

Pacific Financial Group first reported a position in POLY in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 200 funds tracked by Wall St. Rank hold POLY as of Q1 2015.

  • Pacific Financial Group reported no remaining Plantronics, Inc. position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 200 Plantronics, Inc. shares in Q1 2015, an estimated $11K.
  • Pacific Financial Group first reported a position in Plantronics, Inc. in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Plantronics, Inc. position peaked at $11K in Q4 2014.
  • 200 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.