SGI
POLY

Summit Global Investments’s Plantronics, Inc. POLY Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-9,000
Closed -$471K – 251
2017
Q2 		$471K Hold
9,000
– – 0.14% 217
2017
Q1 		$487K Hold
9,000
– – 0.16% 132
2016
Q4 		$493K Buy
+9,000
New +$471K 0.18% 112

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Summit Global Investments's POLY Position: Q3 2017 in Review

Summit Global Investments sold out of Plantronics, Inc. (POLY) in Q3 2017, closing a stake of 9,000 shares — an estimated $471K sold.

Summit Global Investments first reported a position in POLY in Q4 2016 and held it in 3 quarters. The position peaked at $493K in Q4 2016. 194 funds tracked by Wall St. Rank hold POLY as of Q3 2017.

  • Summit Global Investments reported no remaining Plantronics, Inc. position as of Q3 2017 after selling out during the quarter.
  • Summit Global Investments sold 9,000 Plantronics, Inc. shares in Q3 2017, an estimated $471K.
  • Summit Global Investments first reported a position in Plantronics, Inc. in Q4 2016 and held it in 3 quarters.
  • Summit Global Investments's Plantronics, Inc. position peaked at $493K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2017.

Based on Summit Global Investments's 13F filing for Q3 2017, filed 14 Nov 2017.