TA
POLY

Tiedemann Advisors’s Plantronics, Inc. POLY Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-9,650
Closed -$501K – 358
2017
Q3 		$501K Sell
9,650
-14,533
-60% -$668K 0.05% 214
2017
Q2 		$1.26M Buy
24,183
+9,633
+66% +$519K 0.09% 177
2017
Q1 		$787K Buy
14,550
+5,350
+58% +$291K 0.07% 210
2016
Q4 		$504K Buy
+9,200
New +$481K 0.05% 212

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Tiedemann Advisors's POLY Position: Q4 2017 in Review

Tiedemann Advisors sold out of Plantronics, Inc. (POLY) in Q4 2017, closing a stake of 9,650 shares — an estimated $501K sold.

Tiedemann Advisors first reported a position in POLY in Q4 2016 and held it in 4 quarters. The position peaked at $1.26M in Q2 2017. 218 funds tracked by Wall St. Rank hold POLY as of Q4 2017.

  • Tiedemann Advisors reported no remaining Plantronics, Inc. position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 9,650 Plantronics, Inc. shares in Q4 2017, an estimated $501K.
  • Tiedemann Advisors first reported a position in Plantronics, Inc. in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Plantronics, Inc. position peaked at $1.26M in Q2 2017.
  • 218 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.