PCA
POLY

Personal Capital Advisors’s Plantronics, Inc. POLY Stock Holding History

Personal Capital 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
2020
Q4 		– Sell
-43,837
Closed -$519K – 474
2020
Q3 		$519K Buy
+43,837
New +$684K ﹤0.01% 281

Other funds holding POLY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Personal Capital Advisors's POLY Position: Q4 2020 in Review

Personal Capital Advisors sold out of Plantronics, Inc. (POLY) in Q4 2020, closing a stake of 43,837 shares — an estimated $519K sold.

Personal Capital Advisors first reported a position in POLY in Q3 2020 and held it in 1 quarter. The position peaked at $519K in Q3 2020. 166 funds tracked by Wall St. Rank hold POLY as of Q4 2020.

  • Personal Capital Advisors reported no remaining Plantronics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 43,837 Plantronics, Inc. shares in Q4 2020, an estimated $519K.
  • Personal Capital Advisors first reported a position in Plantronics, Inc. in Q3 2020 and held it in 1 quarter.
  • Personal Capital Advisors's Plantronics, Inc. position peaked at $519K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2020.

Based on Personal Capital Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.