Howe & Rusling’s ShoreTel, Inc. SHOR Stock Holding History

Howe & Rusling’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	-334	Closed	-$2K	–	1009
2017 Q2	$2K	Hold	334	–	–	﹤0.01%	868
2017 Q1	$2K	Sell	334 -46	-12%	-$308	﹤0.01%	899
2016 Q4	$3K	Hold	380	–	–	﹤0.01%	833
2016 Q3	$3K	Buy	+380	New	+$2.97K	﹤0.01%	821

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

Howe & Rusling's SHOR Position: Q3 2017 in Review

Howe & Rusling sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 334 shares — an estimated $2K sold.

Howe & Rusling first reported a position in SHOR in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Howe & Rusling reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Howe & Rusling sold 334 ShoreTel, Inc. shares in Q3 2017, an estimated $2K.
Howe & Rusling first reported a position in ShoreTel, Inc. in Q3 2016 and held it in 4 quarters.
Howe & Rusling's ShoreTel, Inc. position peaked at $3K in Q4 2016.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.