Friess Associates’s ShoreTel, Inc. SHOR Stock Holding History

Friess Associates’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	-94,400	Closed	-$675K	–	181
2016 Q4	$675K	Sell	94,400 -2,140	-2%	-$15.3K	0.07%	100
2016 Q3	$772K	Buy	+96,540	New	+$755K	0.07%	94
2013 Q3	–	Sell	-26,600	Closed	-$107K	–	181
2013 Q2	$107K	Buy	+26,600	New	+$103K	0.01%	95

Other funds holding SHOR

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Friess Associates's SHOR Position: Q1 2017 in Review

Friess Associates sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 94,400 shares — an estimated $675K sold.

Friess Associates first reported a position in SHOR in Q2 2013 and held it in 3 quarters. The position peaked at $772K in Q3 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

Friess Associates reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
Friess Associates sold 94,400 ShoreTel, Inc. shares in Q1 2017, an estimated $675K.
Friess Associates first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 3 quarters.
Friess Associates's ShoreTel, Inc. position peaked at $772K in Q3 2016.
142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Friess Associates's 13F filing for Q1 2017, filed 15 May 2017.