HIM
SHOR

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

Hillsdale 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
2016
Q1 		– Sell
-6,900
Closed -$61K – 578
2015
Q4 		$61K Buy
+6,900
New +$64.2K 0.02% 326
2015
Q2 		– Sell
-45,300
Closed -$309K – 580
2015
Q1 		$309K Buy
+45,300
New +$324K 0.08% 284
2014
Q2 		– Sell
-41,400
Closed -$356K – 622
2014
Q1 		$356K Buy
41,400
+5,000
+14% +$43.1K 0.1% 141
2013
Q4 		$338K Buy
+36,400
New +$274K 0.1% 155

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
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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hillsdale Investment Management's SHOR Position: Q1 2016 in Review

Hillsdale Investment Management sold out of ShoreTel, Inc. (SHOR) in Q1 2016, closing a stake of 6,900 shares — an estimated $61K sold.

Hillsdale Investment Management first reported a position in SHOR in Q4 2013 and held it in 4 quarters. The position peaked at $356K in Q1 2014. 135 funds tracked by Wall St. Rank hold SHOR as of Q1 2016.

  • Hillsdale Investment Management reported no remaining ShoreTel, Inc. position as of Q1 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,900 ShoreTel, Inc. shares in Q1 2016, an estimated $61K.
  • Hillsdale Investment Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 4 quarters.
  • Hillsdale Investment Management's ShoreTel, Inc. position peaked at $356K in Q1 2014.
  • 135 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2016.

Based on Hillsdale Investment Management's 13F filing for Q1 2016, filed 10 May 2016.