KCM
SHOR

Kennedy Capital Management’s ShoreTel, Inc. SHOR Stock Holding History

Kennedy Capital 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
Q3 		– Sell
-1,015,239
Closed -$5.89M – 788
2017
Q2 		$5.89M Sell
1,015,239
-22,965
-2% -$141K 0.11% 325
2017
Q1 		$6.38M Sell
1,038,204
-223,961
-18% -$1.5M 0.11% 321
2016
Q4 		$9.02M Buy
1,262,165
+453,320
+56% +$3.24M 0.16% 213
2016
Q3 		$6.47M Buy
808,845
+522,013
+182% +$4.08M 0.12% 293
2016
Q2 		$1.92M Buy
286,832
+2,470
+0.9% +$16.4K 0.04% 573
2016
Q1 		$2.12M Sell
284,362
-116,153
-29% -$886K 0.04% 570
2015
Q4 		$3.54M Sell
400,515
-491,419
-55% -$4.57M 0.07% 456
2015
Q3 		$6.66M Sell
891,934
-78,064
-8% -$563K 0.14% 274
2015
Q2 		$6.58M Sell
969,998
-3,635
-0.4% -$25.2K 0.12% 315
2015
Q1 		$6.64M Buy
973,633
+225,422
+30% +$1.61M 0.12% 322
2014
Q4 		$5.5M Buy
748,211
+432,442
+137% +$3.2M 0.1% 373
2014
Q3 		$2.1M Buy
315,769
+225,918
+251% +$1.46M 0.04% 554
2014
Q2 		$586K Buy
89,851
+3,027
+3% +$21.8K 0.01% 683
2014
Q1 		$747K Sell
86,824
-24,207
-22% -$209K 0.01% 667
2013
Q4 		$1.03M Buy
111,031
+1,031
+0.9% +$7.77K 0.02% 640
2013
Q3 		$664K Buy
+110,000
New +$523K 0.01% 680

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

Kennedy Capital Management's SHOR Position: Q3 2017 in Review

Kennedy Capital Management sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 1,015,239 shares — an estimated $5.89M sold.

Kennedy Capital Management first reported a position in SHOR in Q3 2013 and held it in 16 quarters. The position peaked at $9.02M in Q4 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Kennedy Capital Management reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 1,015,239 ShoreTel, Inc. shares in Q3 2017, an estimated $5.89M.
  • Kennedy Capital Management first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 16 quarters.
  • Kennedy Capital Management's ShoreTel, Inc. position peaked at $9.02M in Q4 2016.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Kennedy Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.