BIT
SHOR

BlackRock Institutional Trust’s ShoreTel, Inc. SHOR Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$14.8M Buy
2,064,850
+257,177
+14% +$1.84M ﹤0.01% 2171
2016
Q3 		$14.5M Buy
1,807,673
+128,543
+8% +$1.01M ﹤0.01% 2106
2016
Q2 		$11.2M Buy
1,679,130
+251,927
+18% +$1.67M ﹤0.01% 2220
2016
Q1 		$10.6M Sell
1,427,203
-117,090
-8% -$893K ﹤0.01% 2223
2015
Q4 		$13.7M Sell
1,544,293
-22,408
-1% -$208K ﹤0.01% 2124
2015
Q3 		$11.7M Buy
1,566,701
+618,815
+65% +$4.46M ﹤0.01% 2183
2015
Q2 		$6.43M Buy
947,886
+62,994
+7% +$437K ﹤0.01% 2656
2015
Q1 		$6.04M Sell
884,892
-159,853
-15% -$1.14M ﹤0.01% 2683
2014
Q4 		$7.68M Sell
1,044,745
-59,507
-5% -$440K ﹤0.01% 2514
2014
Q3 		$7.34M Buy
1,104,252
+229,170
+26% +$1.48M ﹤0.01% 2496
2014
Q2 		$5.71M Buy
875,082
+99,407
+13% +$715K ﹤0.01% 2723
2014
Q1 		$6.67M Buy
775,675
+29,614
+4% +$255K ﹤0.01% 2652
2013
Q4 		$6.92M Sell
746,061
-106,292
-12% -$801K ﹤0.01% 2635
2013
Q3 		$5.15M Buy
852,353
+43,935
+5% +$209K ﹤0.01% 2720
2013
Q2 		$3.26M Buy
+808,418
New +$3.13M ﹤0.01% 2882

Other funds holding SHOR

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock Institutional Trust's SHOR Position: Q4 2016 in Review

BlackRock Institutional Trust increased its ShoreTel, Inc. (SHOR) stake by 14% in Q4 2016, buying an estimated $1.84M and bringing the position to 2,064,850 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

BlackRock Institutional Trust first reported a position in SHOR in Q2 2013 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold SHOR as of Q4 2016.

  • BlackRock Institutional Trust held 2,064,850 shares of ShoreTel, Inc. worth $14.8M as of Q4 2016.
  • BlackRock Institutional Trust bought 257,177 ShoreTel, Inc. shares in Q4 2016, an estimated $1.84M.
  • ShoreTel, Inc. made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2171 holding.
  • BlackRock Institutional Trust first reported a position in ShoreTel, Inc. in Q2 2013 and has held it in 15 quarters since.
  • 152 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.