SWP
POLY

Stratos Wealth Partners’s Plantronics, Inc. POLY Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-34
Closed -$2K – 2723
2018
Q3 		$2K Buy
+34
New +$2.33K ﹤0.01% 2764
2018
Q2 		– Sell
-34
Closed -$2K – 2807
2018
Q1 		$2K Hold
34
– – ﹤0.01% 2921
2017
Q4 		$2K Buy
+34
New +$1.67K ﹤0.01% 2652

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's POLY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Plantronics, Inc. (POLY) in Q4 2018, closing a stake of 34 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in POLY in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 188 funds tracked by Wall St. Rank hold POLY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Plantronics, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 34 Plantronics, Inc. shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Plantronics, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Plantronics, Inc. position peaked at $2K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.