CCM
SHOR

Coe Capital Management’s ShoreTel, Inc. SHOR Stock Holding History

Coe Capital 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
2013
Q3 		– Sell
-12,150
Closed -$48K – 220
2013
Q2 		$48K Buy
+12,150
New +$47K 0.02% 220

Other funds holding SHOR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Coe Capital Management's SHOR Position: Q3 2013 in Review

Coe Capital Management sold out of ShoreTel, Inc. (SHOR) in Q3 2013, closing a stake of 12,150 shares — an estimated $48K sold.

Coe Capital Management first reported a position in SHOR in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 108 funds tracked by Wall St. Rank hold SHOR as of Q3 2013.

  • Coe Capital Management reported no remaining ShoreTel, Inc. position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 12,150 ShoreTel, Inc. shares in Q3 2013, an estimated $48K.
  • Coe Capital Management first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's ShoreTel, Inc. position peaked at $48K in Q2 2013.
  • 108 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.