Winfield Associates’s Plantronics, Inc. POLY Stock Holding History

Winfield Associates’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	-116	Closed	-$6K	–	914
2017 Q2	$6K	Buy	+116	New	+$6.25K	﹤0.01%	505

Other funds holding POLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winfield Associates's POLY Position: Q3 2017 in Review

Winfield Associates sold out of Plantronics, Inc. (POLY) in Q3 2017, closing a stake of 116 shares — an estimated $6K sold.

Winfield Associates first reported a position in POLY in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 194 funds tracked by Wall St. Rank hold POLY as of Q3 2017.

Winfield Associates reported no remaining Plantronics, Inc. position as of Q3 2017 after selling out during the quarter.
Winfield Associates sold 116 Plantronics, Inc. shares in Q3 2017, an estimated $6K.
Winfield Associates first reported a position in Plantronics, Inc. in Q2 2017 and held it in 1 quarter.
Winfield Associates's Plantronics, Inc. position peaked at $6K in Q2 2017.
194 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.