PFS
POLY

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

Physicians 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
2017
Q1 		– Sell
-100
Closed -$5K – 279
2016
Q4 		$5K Hold
100
– – ﹤0.01% 268
2016
Q3 		$5K Hold
100
– – ﹤0.01% 262
2016
Q2 		$4K Hold
100
– – ﹤0.01% 268
2016
Q1 		$4K Hold
100
– – ﹤0.01% 271
2015
Q4 		$5K Buy
+100
New +$5.18K ﹤0.01% 269

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
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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Physicians Financial Services's POLY Position: Q1 2017 in Review

Physicians Financial Services sold out of Plantronics, Inc. (POLY) in Q1 2017, closing a stake of 100 shares — an estimated $5K sold.

Physicians Financial Services first reported a position in POLY in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 214 funds tracked by Wall St. Rank hold POLY as of Q1 2017.

  • Physicians Financial Services reported no remaining Plantronics, Inc. position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 100 Plantronics, Inc. shares in Q1 2017, an estimated $5K.
  • Physicians Financial Services first reported a position in Plantronics, Inc. in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Plantronics, Inc. position peaked at $5K in Q4 2016.
  • 214 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.