HSBC Holdings’s ShoreTel, Inc. SHOR Stock Holding History

HSBC Holdings’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	-11,591	Closed	-$83K	–	2824
2016 Q4	$83K	Buy	+11,591	New	+$82.9K	﹤0.01%	2636

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

HSBC Holdings's SHOR Position: Q1 2017 in Review

HSBC Holdings sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 11,591 shares — an estimated $83K sold.

HSBC Holdings first reported a position in SHOR in Q4 2016 and held it in 1 quarter. The position peaked at $83K in Q4 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

HSBC Holdings reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
HSBC Holdings sold 11,591 ShoreTel, Inc. shares in Q1 2017, an estimated $83K.
HSBC Holdings first reported a position in ShoreTel, Inc. in Q4 2016 and held it in 1 quarter.
HSBC Holdings's ShoreTel, Inc. position peaked at $83K in Q4 2016.
142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on HSBC Holdings's 13F filing for Q1 2017, filed 15 May 2017.