JFA
SHOR

JNBA Financial Advisors’s ShoreTel, Inc. SHOR Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-470
Closed -$4K – 1632
2016
Q3 		$4K Buy
+470
New +$3.68K ﹤0.01% 1331

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PWAM
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Vanguard Group
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Dimensional Fund Advisors
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PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TSW
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KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

JNBA Financial Advisors's SHOR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of ShoreTel, Inc. (SHOR) in Q4 2016, closing a stake of 470 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in SHOR in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 152 funds tracked by Wall St. Rank hold SHOR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining ShoreTel, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 470 ShoreTel, Inc. shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in ShoreTel, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's ShoreTel, Inc. position peaked at $4K in Q3 2016.
  • 152 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.