JP Morgan Chase
SHOR

JP Morgan Chase’s ShoreTel, Inc. SHOR Stock Holding History

JP Morgan Chase’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
Q2 		– Sell
-47,873
Closed -$294K – 5434
2017
Q1 		$294K Buy
47,873
+13,736
+40% +$92K ﹤0.01% 3921
2016
Q4 		$244K Buy
+34,137
New +$244K ﹤0.01% 4090
2016
Q2 		– Sell
-897
Closed -$7K – 5130
2016
Q1 		$7K Sell
897
-600
-40% -$4.58K ﹤0.01% 4325
2015
Q4 		$13K Buy
+1,497
New +$13.9K ﹤0.01% 4167
2014
Q1 		– Sell
-32,431
Closed -$301K – 4089
2013
Q4 		$301K Sell
32,431
-41,147
-56% -$310K ﹤0.01% 3677
2013
Q3 		$444K Buy
73,578
+35,885
+95% +$171K ﹤0.01% 3689
2013
Q2 		$152K Buy
+37,693
New +$146K ﹤0.01% 4062

Other funds holding SHOR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase's SHOR Position: Q2 2017 in Review

JP Morgan Chase sold out of ShoreTel, Inc. (SHOR) in Q2 2017, closing a stake of 47,873 shares — an estimated $294K sold.

JP Morgan Chase first reported a position in SHOR in Q2 2013 and held it in 7 quarters. The position peaked at $444K in Q3 2013. 137 funds tracked by Wall St. Rank hold SHOR as of Q2 2017.

  • JP Morgan Chase reported no remaining ShoreTel, Inc. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Chase sold 47,873 ShoreTel, Inc. shares in Q2 2017, an estimated $294K.
  • JP Morgan Chase first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 7 quarters.
  • JP Morgan Chase's ShoreTel, Inc. position peaked at $444K in Q3 2013.
  • 137 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2017.

Based on JP Morgan Chase's 13F filing for Q2 2017, filed 9 Aug 2017.