WAM
POLY

Wealthspire Advisors (Maryland)’s Plantronics, Inc. POLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-7
Closed – – 2277
2019
Q1 		$0 Buy
+7
New +$305 ﹤0.01% 2633
2018
Q4 		– Sell
-16
Closed -$1K – 2616
2018
Q3 		$1K Hold
16
– – ﹤0.01% 2350
2018
Q2 		$1K Hold
16
– – ﹤0.01% 2389
2018
Q1 		$1K Sell
16
-3
-16% -$167 ﹤0.01% 2438
2017
Q4 		$1K Sell
19
-103
-84% -$5.06K ﹤0.01% 2375
2017
Q3 		$5K Sell
122
-48
-28% -$2.21K ﹤0.01% 1814
2017
Q2 		$9K Buy
170
+130
+325% +$7K ﹤0.01% 1591
2017
Q1 		$2K Sell
40
-152
-79% -$8.27K ﹤0.01% 1732
2016
Q4 		$11K Buy
192
+10
+5% +$523 ﹤0.01% 1206
2016
Q3 		$9K Buy
182
+29
+19% +$1.43K ﹤0.01% 1279
2016
Q2 		$7K Buy
153
+61
+66% +$2.54K ﹤0.01% 1283
2016
Q1 		$4K Buy
+92
New +$3.6K ﹤0.01% 1417

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Wealthspire Advisors (Maryland)'s POLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Plantronics, Inc. (POLY) in Q2 2019, closing a stake of 7 shares.

Wealthspire Advisors (Maryland) first reported a position in POLY in Q1 2016 and held it in 12 quarters. The position peaked at $11K in Q4 2016. 203 funds tracked by Wall St. Rank hold POLY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Plantronics, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7 Plantronics, Inc. shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Plantronics, Inc. in Q1 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Plantronics, Inc. position peaked at $11K in Q4 2016.
  • 203 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.