IIM
SHOR

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

Ironwood 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
2017
Q4 		– Sell
-20,420
Closed -$152K – 168
2017
Q3 		$152K Sell
20,420
-122,009
-86% -$851K 0.11% 158
2017
Q2 		$826K Sell
142,429
-9,706
-6% -$59.5K 0.6% 61
2017
Q1 		$936K Sell
152,135
-6,422
-4% -$43K 0.7% 47
2016
Q4 		$1.13M Sell
158,557
-19,368
-11% -$139K 0.83% 41
2016
Q3 		$1.42M Sell
177,925
-13,489
-7% -$106K 1.09% 25
2016
Q2 		$1.28M Sell
191,414
-38,742
-17% -$257K 0.96% 32
2016
Q1 		$1.71M Sell
230,156
-163,775
-42% -$1.25M 1.12% 24
2015
Q4 		$3.49M Sell
393,931
-94,975
-19% -$883K 1.44% 16
2015
Q3 		$3.65M Buy
488,906
+53,155
+12% +$383K 1.34% 22
2015
Q2 		$2.95M Buy
435,751
+12,775
+3% +$88.7K 0.68% 63
2015
Q1 		$2.88M Buy
+422,976
New +$3.02M 0.53% 72

Ironwood Investment Management's SHOR Position: Q4 2017 in Review

Ironwood Investment Management sold out of ShoreTel, Inc. (SHOR) in Q4 2017, closing a stake of 20,420 shares — an estimated $152K sold.

Ironwood Investment Management first reported a position in SHOR in Q1 2015 and held it in 11 quarters. The position peaked at $3.65M in Q3 2015. 0 funds tracked by Wall St. Rank hold SHOR as of Q4 2017.

  • Ironwood Investment Management reported no remaining ShoreTel, Inc. position as of Q4 2017 after selling out during the quarter.
  • Ironwood Investment Management sold 20,420 ShoreTel, Inc. shares in Q4 2017, an estimated $152K.
  • Ironwood Investment Management first reported a position in ShoreTel, Inc. in Q1 2015 and held it in 11 quarters.
  • Ironwood Investment Management's ShoreTel, Inc. position peaked at $3.65M in Q3 2015.
  • 0 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2017.

Based on Ironwood Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.