SGCIA
POLY

Smith Graham & Co Investment Advisors’s Plantronics, Inc. POLY Stock Holding History

Smith Graham & Co 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
2013
Q4 		– Sell
-184,354
Closed -$8.49M – 138
2013
Q3 		$8.49M Sell
184,354
-1,770
-1% -$81K 1.23% 11
2013
Q2 		$8.18M Buy
+186,124
New +$8.34M 1.26% 13

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $13.1B AUM 24.63% 1-Year Est. Return

Smith Graham & Co Investment Advisors's POLY Position: Q4 2013 in Review

Smith Graham & Co Investment Advisors sold out of Plantronics, Inc. (POLY) in Q4 2013, closing a stake of 184,354 shares — an estimated $8.49M sold.

Smith Graham & Co Investment Advisors first reported a position in POLY in Q2 2013 and held it in 2 quarters. The position peaked at $8.49M in Q3 2013. 189 funds tracked by Wall St. Rank hold POLY as of Q4 2013.

  • Smith Graham & Co Investment Advisors reported no remaining Plantronics, Inc. position as of Q4 2013 after selling out during the quarter.
  • Smith Graham & Co Investment Advisors sold 184,354 Plantronics, Inc. shares in Q4 2013, an estimated $8.49M.
  • Smith Graham & Co Investment Advisors first reported a position in Plantronics, Inc. in Q2 2013 and held it in 2 quarters.
  • Smith Graham & Co Investment Advisors's Plantronics, Inc. position peaked at $8.49M in Q3 2013.
  • 189 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2013.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2013, filed 30 Jan 2014.