WA
POLY

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

WFG 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
2016
Q4 		– Sell
-9
Closed – – 1778
2016
Q3 		$0 Hold
9
– – ﹤0.01% 1723
2016
Q2 		$0 Hold
9
– – ﹤0.01% 1723
2016
Q1 		$0 Hold
9
– – ﹤0.01% 1720
2015
Q4 		$0 Hold
9
– – ﹤0.01% 1697
2015
Q3 		$0 Hold
9
– – ﹤0.01% 1744
2015
Q2 		$1K Hold
9
– – ﹤0.01% 1606
2015
Q1 		$0 Hold
9
– – ﹤0.01% 2129
2014
Q4 		$0 Hold
9
– – ﹤0.01% 2273
2014
Q3 		$0 Hold
9
– – ﹤0.01% 2187
2014
Q2 		$0 Hold
9
– – ﹤0.01% 2096
2014
Q1 		$0 Hold
9
– – ﹤0.01% 2285
2013
Q4 		$0 Hold
9
– – ﹤0.01% 2341
2013
Q3 		$0 Hold
9
– – ﹤0.01% 2283
2013
Q2 		$0 Buy
+9
New +$403 ﹤0.01% 2125

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's POLY Position: Q4 2016 in Review

WFG Advisors sold out of Plantronics, Inc. (POLY) in Q4 2016, closing a stake of 9 shares.

WFG Advisors first reported a position in POLY in Q2 2013 and held it in 14 quarters. The position peaked at $1K in Q2 2015. 217 funds tracked by Wall St. Rank hold POLY as of Q4 2016.

  • WFG Advisors reported no remaining Plantronics, Inc. position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 9 Plantronics, Inc. shares in Q4 2016.
  • WFG Advisors first reported a position in Plantronics, Inc. in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Plantronics, Inc. position peaked at $1K in Q2 2015.
  • 217 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.