J. Goldman & Co’s ShoreTel, Inc. SHOR Stock Holding History

J. Goldman & Co’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	-376,546	Closed	-$2.18M	–	452
2017 Q2	$2.18M	Sell	376,546 -24,611	-6%	-$151K	0.12%	175
2017 Q1	$2.47M	Sell	401,157 -125,000	-24%	-$837K	0.12%	193
2016 Q4	$3.76M	Sell	526,157 -143,200	-21%	-$1.02M	0.25%	125
2016 Q3	$5.36M	Buy	669,357 +115,796	+21%	+$906K	0.3%	97
2016 Q2	$3.7M	Buy	+553,561	New	+$3.67M	0.19%	125
2013 Q3	–	Sell	-415,000	Closed	-$1.67M	–	368
2013 Q2	$1.67M	Buy	+415,000	New	+$1.61M	0.17%	152

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

J. Goldman & Co's SHOR Position: Q3 2017 in Review

J. Goldman & Co sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 376,546 shares — an estimated $2.18M sold.

J. Goldman & Co first reported a position in SHOR in Q2 2013 and held it in 6 quarters. The position peaked at $5.36M in Q3 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

J. Goldman & Co reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
J. Goldman & Co sold 376,546 ShoreTel, Inc. shares in Q3 2017, an estimated $2.18M.
J. Goldman & Co first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 6 quarters.
J. Goldman & Co's ShoreTel, Inc. position peaked at $5.36M in Q3 2016.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on J. Goldman & Co's 13F filing for Q3 2017, filed 14 Nov 2017.