Fidelity Investments’s ShoreTel, Inc. SHOR Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-406,460	Closed	-$2.36M	–	2685
2017 Q2	$2.36M	Buy	406,460 +41,410	+11%	+$254K	﹤0.01%	2317
2017 Q1	$2.25M	Buy	365,050 +322,050	+749%	+$2.16M	﹤0.01%	2334
2016 Q4	$307K	Buy	+43,000	New	+$308K	﹤0.01%	2583
2015 Q3	–	Sell	-65,000	Closed	-$441K	–	2822
2015 Q2	$441K	Sell	65,000 -133,100	-67%	-$924K	﹤0.01%	2623
2015 Q1	$1.35M	Hold	198,100	–	–	﹤0.01%	2482
2014 Q4	$1.46M	Buy	+198,100	New	+$1.47M	﹤0.01%	2484

Other funds holding SHOR

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Fidelity Investments's SHOR Position: Q3 2017 in Review

Fidelity Investments sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 406,460 shares — an estimated $2.36M sold.

Fidelity Investments first reported a position in SHOR in Q4 2014 and held it in 6 quarters. The position peaked at $2.36M in Q2 2017. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Fidelity Investments reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Fidelity Investments sold 406,460 ShoreTel, Inc. shares in Q3 2017, an estimated $2.36M.
Fidelity Investments first reported a position in ShoreTel, Inc. in Q4 2014 and held it in 6 quarters.
Fidelity Investments's ShoreTel, Inc. position peaked at $2.36M in Q2 2017.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Fidelity Investments's 13F filing for Q3 2017, filed 13 Nov 2017.