IFP Advisors’s ShoreTel, Inc. SHOR Stock Holding History

IFP Advisors’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	-30	Closed	–	–	4353
2017 Q2	$0	Hold	30	–	–	﹤0.01%	4351
2017 Q1	$0	Hold	30	–	–	﹤0.01%	4280
2016 Q4	$0	Hold	30	–	–	﹤0.01%	4269
2016 Q3	$0	Hold	30	–	–	﹤0.01%	4175
2016 Q2	$0	Buy	+30	New	+$199	﹤0.01%	4233
2016 Q1	–	Sell	-30	Closed	–	–	4031
2015 Q4	$0	Buy	+30	New	+$279	﹤0.01%	3867

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

IFP Advisors's SHOR Position: Q3 2017 in Review

IFP Advisors sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 30 shares.

IFP Advisors first reported a position in SHOR in Q4 2015 and held it in 6 quarters. The position peaked at $0 in Q2 2017. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

IFP Advisors reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 30 ShoreTel, Inc. shares in Q3 2017.
IFP Advisors first reported a position in ShoreTel, Inc. in Q4 2015 and held it in 6 quarters.
IFP Advisors's ShoreTel, Inc. position peaked at $0 in Q2 2017.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.