EIM
SHOR

Essex Investment Management’s ShoreTel, Inc. SHOR Stock Holding History

Essex Investment 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
2014
Q4 		– Sell
-11,819
Closed -$79K – 376
2014
Q3 		$79K Buy
+11,819
New +$76.4K 0.01% 337

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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Investment Management's SHOR Position: Q4 2014 in Review

Essex Investment Management sold out of ShoreTel, Inc. (SHOR) in Q4 2014, closing a stake of 11,819 shares — an estimated $79K sold.

Essex Investment Management first reported a position in SHOR in Q3 2014 and held it in 1 quarter. The position peaked at $79K in Q3 2014. 129 funds tracked by Wall St. Rank hold SHOR as of Q4 2014.

  • Essex Investment Management reported no remaining ShoreTel, Inc. position as of Q4 2014 after selling out during the quarter.
  • Essex Investment Management sold 11,819 ShoreTel, Inc. shares in Q4 2014, an estimated $79K.
  • Essex Investment Management first reported a position in ShoreTel, Inc. in Q3 2014 and held it in 1 quarter.
  • Essex Investment Management's ShoreTel, Inc. position peaked at $79K in Q3 2014.
  • 129 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2014.

Based on Essex Investment Management's 13F filing for Q4 2014, filed 27 Jan 2015.