Creative Planning’s ShoreTel, Inc. SHOR Stock Holding History

Creative Planning’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 Q2	–	Sell	-556	Closed	-$3K	–	5029
2017 Q1	$3K	Buy	+556	New	+$3.73K	﹤0.01%	4239

Other funds holding SHOR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's SHOR Position: Q2 2017 in Review

Creative Planning sold out of ShoreTel, Inc. (SHOR) in Q2 2017, closing a stake of 556 shares — an estimated $3K sold.

Creative Planning first reported a position in SHOR in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 137 funds tracked by Wall St. Rank hold SHOR as of Q2 2017.

Creative Planning reported no remaining ShoreTel, Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 556 ShoreTel, Inc. shares in Q2 2017, an estimated $3K.
Creative Planning first reported a position in ShoreTel, Inc. in Q1 2017 and held it in 1 quarter.
Creative Planning's ShoreTel, Inc. position peaked at $3K in Q1 2017.
137 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.