BFEC
SHOR

Benjamin F. Edwards & Company’s ShoreTel, Inc. SHOR Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q4 		– Sell
-500
Closed -$3K – 1062
2014
Q3 		$3K Hold
500
– – ﹤0.01% 918
2014
Q2 		$3K Hold
500
– – ﹤0.01% 873
2014
Q1 		$4K Hold
500
– – ﹤0.01% 807
2013
Q4 		$5K Hold
500
– – ﹤0.01% 758
2013
Q3 		$3K Hold
500
– – ﹤0.01% 756
2013
Q2 		$2K Buy
+500
New +$1.94K ﹤0.01% 755

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin F. Edwards & Company's SHOR Position: Q4 2014 in Review

Benjamin F. Edwards & Company sold out of ShoreTel, Inc. (SHOR) in Q4 2014, closing a stake of 500 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SHOR in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q4 2013. 129 funds tracked by Wall St. Rank hold SHOR as of Q4 2014.

  • Benjamin F. Edwards & Company reported no remaining ShoreTel, Inc. position as of Q4 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 500 ShoreTel, Inc. shares in Q4 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 6 quarters.
  • Benjamin F. Edwards & Company's ShoreTel, Inc. position peaked at $5K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2014, filed 6 Feb 2015.