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

Driehaus 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
2016 Q4	–	Sell	-20,000	Closed	-$160K	–	723
2016 Q3	$160K	Buy	+20,000	New	+$156K	0.01%	481
2014 Q3	–	Sell	-282,874	Closed	-$1.84M	–	684
2014 Q2	$1.84M	Sell	282,874 -133,167	-32%	-$958K	0.06%	364
2014 Q1	$3.58M	Sell	416,041 -104,606	-20%	-$902K	0.11%	230
2013 Q4	$4.83M	Buy	520,647 +482,747	+1,274%	+$3.64M	0.17%	168
2013 Q3	$229K	Buy	+37,900	New	+$180K	0.01%	419

Other funds holding SHOR

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Driehaus Capital Management's SHOR Position: Q4 2016 in Review

Driehaus Capital Management sold out of ShoreTel, Inc. (SHOR) in Q4 2016, closing a stake of 20,000 shares — an estimated $160K sold.

Driehaus Capital Management first reported a position in SHOR in Q3 2013 and held it in 5 quarters. The position peaked at $4.83M in Q4 2013. 152 funds tracked by Wall St. Rank hold SHOR as of Q4 2016.

Driehaus Capital Management reported no remaining ShoreTel, Inc. position as of Q4 2016 after selling out during the quarter.
Driehaus Capital Management sold 20,000 ShoreTel, Inc. shares in Q4 2016, an estimated $160K.
Driehaus Capital Management first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 5 quarters.
Driehaus Capital Management's ShoreTel, Inc. position peaked at $4.83M in Q4 2013.
152 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2016.

Based on Driehaus Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.