ECM
SHOR

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

Engine 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
-26,377
Closed -$211K – 52
2016
Q3 		$211K Buy
+26,377
New +$206K 0.19% 32

Other funds holding SHOR

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Renaissance Technologies
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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

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

Engine Capital Management sold out of ShoreTel, Inc. (SHOR) in Q4 2016, closing a stake of 26,377 shares — an estimated $211K sold.

Engine Capital Management first reported a position in SHOR in Q3 2016 and held it in 1 quarter. The position peaked at $211K in Q3 2016. 152 funds tracked by Wall St. Rank hold SHOR as of Q4 2016.

  • Engine Capital Management reported no remaining ShoreTel, Inc. position as of Q4 2016 after selling out during the quarter.
  • Engine Capital Management sold 26,377 ShoreTel, Inc. shares in Q4 2016, an estimated $211K.
  • Engine Capital Management first reported a position in ShoreTel, Inc. in Q3 2016 and held it in 1 quarter.
  • Engine Capital Management's ShoreTel, Inc. position peaked at $211K in Q3 2016.
  • 152 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2016.

Based on Engine Capital Management's 13F filing for Q4 2016, filed 15 Feb 2017.