BIM
SHOR

Bogle Investment Management’s ShoreTel, Inc. SHOR Stock Holding History

Bogle Investment Management’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
-51,800
Closed -$300K – 408
2017
Q2 		$300K Buy
+51,800
New +$318K 0.02% 274
2017
Q1 		– Sell
-213,112
Closed -$1.52M – 438
2016
Q4 		$1.52M Buy
213,112
+22,582
+12% +$162K 0.11% 206
2016
Q3 		$1.52M Buy
190,530
+16,517
+9% +$129K 0.11% 190
2016
Q2 		$1.16M Buy
174,013
+142,318
+449% +$943K 0.08% 257
2016
Q1 		$235K Sell
31,695
-357,033
-92% -$2.72M 0.02% 360
2015
Q4 		$3.44M Buy
+388,728
New +$3.62M 0.25% 125
2014
Q4 		– Sell
-33,444
Closed -$222K – 452
2014
Q3 		$222K Sell
33,444
-116,189
-78% -$751K 0.01% 319
2014
Q2 		$975K Sell
149,633
-270,166
-64% -$1.94M 0.07% 239
2014
Q1 		$3.61M Sell
419,799
-16,390
-4% -$141K 0.25% 136
2013
Q4 		$4.05M Buy
+436,189
New +$3.29M 0.34% 107

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

Bogle Investment Management's SHOR Position: Q3 2017 in Review

Bogle Investment Management sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 51,800 shares — an estimated $300K sold.

Bogle Investment Management first reported a position in SHOR in Q4 2013 and held it in 10 quarters. The position peaked at $4.05M in Q4 2013. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Bogle Investment Management reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Bogle Investment Management sold 51,800 ShoreTel, Inc. shares in Q3 2017, an estimated $300K.
  • Bogle Investment Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 10 quarters.
  • Bogle Investment Management's ShoreTel, Inc. position peaked at $4.05M in Q4 2013.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Bogle Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.