Ameriprise’s ShoreTel, Inc. SHOR Stock Holding History

Ameriprise’s Portfolio SHOR Stock Details SHOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-248,128	Closed	-$1.44M	–	3818
2017 Q2	$1.44M	Buy	+248,128	New	+$1.52M	﹤0.01%	2765
2016 Q2	–	Sell	-144,622	Closed	-$1.08M	–	3886
2016 Q1	$1.08M	Sell	144,622 -52,457	-27%	-$400K	﹤0.01%	2812
2015 Q4	$1.75M	Buy	+197,079	New	+$1.83M	﹤0.01%	2677
2014 Q4	–	Sell	-175	Closed	-$1K	–	4882
2014 Q3	$1K	Sell	175 -148,283	-100%	-$959K	﹤0.01%	5652
2014 Q2	$968K	Buy	148,458 +7,158	+5%	+$51.5K	﹤0.01%	2786
2014 Q1	$1.22M	Sell	141,300 -3,058	-2%	-$26.4K	﹤0.01%	2656
2013 Q4	$1.34M	Buy	144,358 +12,144	+9%	+$91.6K	﹤0.01%	2579
2013 Q3	$799K	Buy	132,214 +128,370	+3,339%	+$611K	﹤0.01%	2753
2013 Q2	$16K	Buy	+3,844	New	+$14.9K	﹤0.01%	4447

Other funds holding SHOR

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Ameriprise's SHOR Position: Q3 2017 in Review

Ameriprise sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 248,128 shares — an estimated $1.44M sold.

Ameriprise first reported a position in SHOR in Q2 2013 and held it in 9 quarters. The position peaked at $1.75M in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Ameriprise reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Ameriprise sold 248,128 ShoreTel, Inc. shares in Q3 2017, an estimated $1.44M.
Ameriprise first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 9 quarters.
Ameriprise's ShoreTel, Inc. position peaked at $1.75M in Q4 2015.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Ameriprise's 13F filing for Q3 2017, filed 7 Nov 2017.