Shelton Capital Management’s Plantronics, Inc. POLY Stock Holding History

Shelton Capital 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
2017 Q1	–	Sell	-4,417	Closed	-$242K	–	916
2016 Q4	$242K	Hold	4,417	–	–	0.02%	737
2016 Q3	$230K	Buy	+4,417	New	+$217K	0.02%	687
2016 Q1	–	Sell	-4,417	Closed	-$209K	–	785
2015 Q4	$209K	Hold	4,417	–	–	0.02%	696
2015 Q3	$225K	Hold	4,417	–	–	0.02%	659
2015 Q2	$249K	Hold	4,417	–	–	0.03%	659
2015 Q1	$234K	Hold	4,417	–	–	0.03%	712
2014 Q4	$234K	Sell	4,417 -313	-7%	-$15.7K	0.03%	696
2014 Q3	$226K	Hold	4,730	–	–	0.03%	666
2014 Q2	$227K	Hold	4,730	–	–	0.03%	700
2014 Q1	$210K	Hold	4,730	–	–	0.03%	703
2013 Q4	$220K	Hold	4,730	–	–	0.03%	660
2013 Q3	$218K	Sell	4,730 -326	-6%	-$14.9K	0.04%	612
2013 Q2	$222K	Buy	+5,056	New	+$227K	0.04%	564

Other funds holding POLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shelton Capital Management's POLY Position: Q1 2017 in Review

Shelton Capital Management sold out of Plantronics, Inc. (POLY) in Q1 2017, closing a stake of 4,417 shares — an estimated $242K sold.

Shelton Capital Management first reported a position in POLY in Q2 2013 and held it in 13 quarters. The position peaked at $249K in Q2 2015. 214 funds tracked by Wall St. Rank hold POLY as of Q1 2017.

Shelton Capital Management reported no remaining Plantronics, Inc. position as of Q1 2017 after selling out during the quarter.
Shelton Capital Management sold 4,417 Plantronics, Inc. shares in Q1 2017, an estimated $242K.
Shelton Capital Management first reported a position in Plantronics, Inc. in Q2 2013 and held it in 13 quarters.
Shelton Capital Management's Plantronics, Inc. position peaked at $249K in Q2 2015.
214 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2017.

Based on Shelton Capital Management's 13F filing for Q1 2017, filed 15 May 2017.