Capital Research Global Investors
SHOR

Capital Research Global Investors’s ShoreTel, Inc. SHOR Stock Holding History

Capital Research Global Investors’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
-5,305,000
Closed -$30.8M – 457
2017
Q2 		$30.8M Buy
5,305,000
+1,280,000
+32% +$7.85M 0.01% 366
2017
Q1 		$24.8M Buy
4,025,000
+3,195,001
+385% +$21.4M 0.01% 377
2016
Q4 		$5.93M Buy
+829,999
New +$5.94M ﹤0.01% 416

Other funds holding SHOR

IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Capital Research Global Investors's SHOR Position: Q3 2017 in Review

Capital Research Global Investors sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 5,305,000 shares — an estimated $30.8M sold.

Capital Research Global Investors first reported a position in SHOR in Q4 2016 and held it in 3 quarters. The position peaked at $30.8M in Q2 2017. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Capital Research Global Investors reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Capital Research Global Investors sold 5,305,000 ShoreTel, Inc. shares in Q3 2017, an estimated $30.8M.
  • Capital Research Global Investors first reported a position in ShoreTel, Inc. in Q4 2016 and held it in 3 quarters.
  • Capital Research Global Investors's ShoreTel, Inc. position peaked at $30.8M in Q2 2017.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Capital Research Global Investors's 13F filing for Q3 2017, filed 14 Nov 2017.