Jefferies Group’s ShoreTel, Inc. SHOR Stock Holding History

Jefferies Group’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	-101,500	Closed	-$726K	–	2830
2016 Q4	$726K	Buy	+101,500	New	+$726K	﹤0.01%	1441

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

Jefferies Group's SHOR Position: Q1 2017 in Review

Jefferies Group sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 101,500 shares — an estimated $726K sold.

Jefferies Group first reported a position in SHOR in Q4 2016 and held it in 1 quarter. The position peaked at $726K in Q4 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

Jefferies Group reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
Jefferies Group sold 101,500 ShoreTel, Inc. shares in Q1 2017, an estimated $726K.
Jefferies Group first reported a position in ShoreTel, Inc. in Q4 2016 and held it in 1 quarter.
Jefferies Group's ShoreTel, Inc. position peaked at $726K in Q4 2016.
142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Jefferies Group's 13F filing for Q1 2017, filed 15 May 2017.