Ladenburg Thalmann Financial Services’s ShoreTel, Inc. SHOR Stock Holding History

Ladenburg Thalmann Financial Services’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	-1,750	Closed	-$10K	–	5145
2017 Q2	$10K	Buy	+1,750	New	+$10.7K	﹤0.01%	4047
2016 Q2	–	Sell	-3,340	Closed	-$25K	–	4941
2016 Q1	$25K	Buy	3,340 +1,860	+126%	+$14.2K	﹤0.01%	3118
2015 Q4	$13K	Buy	+1,480	New	+$13.8K	﹤0.01%	3549

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

Ladenburg Thalmann Financial Services's SHOR Position: Q3 2017 in Review

Ladenburg Thalmann Financial Services sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 1,750 shares — an estimated $10K sold.

Ladenburg Thalmann Financial Services first reported a position in SHOR in Q4 2015 and held it in 3 quarters. The position peaked at $25K in Q1 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Ladenburg Thalmann Financial Services reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 1,750 ShoreTel, Inc. shares in Q3 2017, an estimated $10K.
Ladenburg Thalmann Financial Services first reported a position in ShoreTel, Inc. in Q4 2015 and held it in 3 quarters.
Ladenburg Thalmann Financial Services's ShoreTel, Inc. position peaked at $25K in Q1 2016.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2017, filed 15 Nov 2017.