Connor, Clark & Lunn Investment Management (CC&L)
SHOR

Connor, Clark & Lunn Investment Management (CC&L)’s ShoreTel, Inc. SHOR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		– Sell
-161,921
Closed -$1.54M – 689
2014
Q1 		$1.54M Buy
161,921
+79,300
+96% +$684K 0.01% 310
2013
Q4 		$815K Buy
+82,621
New +$623K 0.01% 411

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SHOR Position: Q2 2014 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of ShoreTel, Inc. (SHOR) in Q2 2014, closing a stake of 161,921 shares — an estimated $1.54M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SHOR in Q4 2013 and held it in 2 quarters. The position peaked at $1.54M in Q1 2014. 134 funds tracked by Wall St. Rank hold SHOR as of Q2 2014.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining ShoreTel, Inc. position as of Q2 2014 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 161,921 ShoreTel, Inc. shares in Q2 2014, an estimated $1.54M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s ShoreTel, Inc. position peaked at $1.54M in Q1 2014.
  • 134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2014.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2014, filed 14 Aug 2014.