FM
SHOR

Fondren Management’s ShoreTel, Inc. SHOR Stock Holding History

Fondren 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
2017
Q1 		– Sell
-157,500
Closed -$1.13M – 62
2016
Q4 		$1.13M Buy
+157,500
New +$1.13M 0.8% 29

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fondren Management's SHOR Position: Q1 2017 in Review

Fondren Management sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 157,500 shares — an estimated $1.13M sold.

Fondren Management first reported a position in SHOR in Q4 2016 and held it in 1 quarter. The position peaked at $1.13M in Q4 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

  • Fondren Management reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
  • Fondren Management sold 157,500 ShoreTel, Inc. shares in Q1 2017, an estimated $1.13M.
  • Fondren Management first reported a position in ShoreTel, Inc. in Q4 2016 and held it in 1 quarter.
  • Fondren Management's ShoreTel, Inc. position peaked at $1.13M in Q4 2016.
  • 142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Fondren Management's 13F filing for Q1 2017, filed 15 May 2017.